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Note: The Day Diary screen can also be accessed via the Month Diary or the Year Diary screens by double-clicking on a selected date.

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Procedures

Filtering The Day Diary Items List

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The Item Count tab is used to select the content displayed on the Day Diary, Month Diary, and Year Diary screens. It includes three lists from which multiple selections may be made. These lists may be customised to modify the number of diary entries displayed.

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Diary Entry Staff List

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The following buttons apply to the currently selected list.

Buttons

Description

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Select All

Click to select all items in the currently selected list.

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Select None

Click to deselect all items in the currently selected list.

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The Day Shading tab is used to filter the records displayed on the Day Diary (see  Day Diary) , Month Diary (see  Month Diary), and Year Diary (see Year Diary) screensDiary screens.

It also includes a diary legend, which is used as a guideline to the colours used on the month and year views to identify the diary entries scheduled for each day.

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Options Group

Field

Description

Show Client Items?

Will the diary screens display client related diary entries? 

  • Yes (default): The diary screens will display client related diary entries.
  • No: The diary screens will not display client related diary entries. This assists in finding internal diary entries.

Show Restriction Items?

Will the diary screens display restriction diary entries? 

Restricted items are those created to restrict the availability of a particular staff member on a a particular day.

  • Yes (default): The diary screens will display restriction diary entries.
  • No: The diary screens will not display restriction diary entries.

Diary Legend Group

Field

Description

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Day from the previous/next month.

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Normal day.

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Current day.

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Day on which a diary item concerns the currently selected client.

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Day on which the currently selected client is unavailable.

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Day on which the specified staff member is unavailable.

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Day that has been made unavailable for all staff.

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Left bottom blue number indicates the number of diary entries for the day.

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