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 |
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The Day Diary screen can also be accessed via the Month Diary or the Year Diary screens by double-clicking on a selected date. |
Procedures
Filtering The Day Diary Items List
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Filter the diary screens by staff member.
Column | Description |
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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 |
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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 |
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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. |
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 |
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Show Client Items? | Will the diary screens display client related diary entries?
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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.
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Diary Legend Group
Field | Description |
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Day from the previous/next month. | |
Normal day. | |
Current day. | |
Day on which a diary item concerns the currently selected client. | |
Day on which the currently selected client is unavailable. | |
Day on which the specified staff member is unavailable. | |
Day that has been made unavailable for all staff. | |
Left bottom blue number indicates the number of diary entries for the day. |