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A new diary entry can be created from the Diary menu or launched directly from Diary or Overview screens.

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Diary Entry Dialog - General Tab

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Field

Description

Type

Type of diary entry. The type of diary entry may be pre-determined by the system area from which the dialog is launched. Click the Type popup button to select.

Info
titleExample
: Appointment
Appointment, Task, Restriction.


Description

Description of the diary entry. The diary entry description may be pre-determined by the system area from which the dialog is launched. Click the Description popup button to select.

Info
titleExample
: Sales
Sales Introduction, Finance, Colour Selection, etc.


Location

Location allocated to the diary entry. Click the Location popup button to select.

Info
titleExample
: Head
Head Office, Display Centre, On-Site, etc.


Staff

Staff member allocated to the diary entry. Click the Staff popup button to select.

Multiple Staff?

This field/function is currently disabled.

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Field

Description

Date

Date of the diary entry. Enter the date of the diary entry or click the Search for a Free Time popup button to open the Search for a Free Time dialog.

All Day?

Is the diary entry an all day event?

  • No (default): The diary entry is not an all day event. TheBlock TimeTime From, and Time To fields must be entered.
  • Yes: The diary entry is an all day event.

Block Time

Available block time periods for the diary entry. Click the Block Time drop-down list to select a block time diary entry period. The Time From and Time To fields will be populated.

Tip: If
Tip

If the available block times are not applicable, select [Not Applicable] and enter the Time From and Time To fields.


Time From

Start time of the diary entry.

Time To

End time of the diary entry.

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Field

Description

Date Booked

Date the diary entry was created. This field cannot be edited.

Booked By

User who booked the diary entry. This field cannot be edited.

Status

Status of the diary entry.

Tip: The 
Tip

The Status field can only be selected when editing a diary entry.


Complete

Date the diary entry was completed.

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The Notes tab is used to enter any instructions and results relating to the diary entry.

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Instructions Group

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