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he The Day Diary screen is used to manage all appointments made for all staff for a single day. The diary entries are displayed in time order from the earliest appointment at the top to the latest at the bottom of the list.

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The Select button is used to change the current client to one that is selected from the Day Diary Items list.

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Info
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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Filter the diary screens by staff member.

Column

Description

Name

Name of the diary entry staff.

Select

Click to filter the diary screens by staff member. The diary entries for the selected staff will be displayed on the diary screens.

Tip: Multiple selections can be made by clicking the individual row.

Diary Entry Type/Desc List

Filter the diary screens by diary entry appointment, task, or restriction type.

Column

Description

Name

Name of the diary entry type.

Select

Click to filter the diary screens by diary entry type. The diary entries for the selected diary entry types will be displayed on the diary screens.

Tip: Multiple selections can be made by clicking the individual row.

Diary Entry Location List

Filter the diary screens by diary entry location.

Column

Description

Name

Name of the diary entry location.

List of all Diary entry locations in Framework to filter by.

Select

Click to filter the diary screens by diary entry location. The diary entries for the selected diary entry locations will be displayed on the diary screens.

Tip: Multiple selections can be made by clicking the individual row.

Buttons

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.


Select Diary Filter Options Dialog - Day Shading Tab

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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.

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.