Entering User Scheduler Parameters

The scheduler maintains calendars of scheduled events and tasks for users. Each user can use the scheduler to organize and track events. In addition, the user can use the scheduler to determine where other users are working and when they are available for meetings.

Use the Scheduler Parameters screen to enter default scheduler information for users. For example, you can display users' standard office hours in their schedule and determine when the system should prompt them to enter a day's schedule.

You can also use this screen to designate a user ID as a scheduling location, such as a conference room.

To enter user scheduler parameters:

  1. From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.

  2. In the User ID field, enter a user's ID to display the corresponding record.

  3. Use the Addl hot key to display the Additional Data screen.

  4. Use the Scheduler hot key to display the Scheduler Parameters screen.

  5. If the user works the standard office hours set up for your company and a template user ID has been set up with those hours scheduled, in the Merge Schedule With Template User field, enter the template ID to copy the schedule set up for that ID into this user's schedule.

Note: The system copies all events with the Available and Busy statuses defined for the template user to this user's record.

  1. In the Prompt for Schedule on Login field, indicate whether to prompt this user to make an entry in the Daily Planner or their Daily Schedule when they log in. If you leave this field blank, the default is Empty.

The option specified in the Check Scheduler On Login control maintenance record determines the type of prompt that displays. If the No Schedule Prompting field is flagged on the User Maintenance screen, the system ignores the setting in this field.

Select from the following choices:

If this field is set to...

And the Check Scheduler on Login control maintenance record is set to...

Then the system...

Empty

No Check

never prompts the user.

Daily Planner

 

prompts the user to enter the day's schedule if the Daily Planner for that day is empty. To exit the prompt, the user must enter a comment describing the day's schedule.

Daily Scheduler

 

displays the Daily Schedule screen if no one has scheduled events for that day. To exit the screen, the user must schedule at least one event.

Always

No Check

never prompts the user.

Daily Planner

always prompts the user to enter the day's schedule. To exit the prompt, the user must enter a comment describing the day's schedule.

Daily Scheduler

always displays the Daily Schedule screen. To exit the screen, the user must schedule at least one event.

Never

No Check

never prompts the user.

Daily Planner

never prompts the user.

Daily Scheduler

never prompts the user.

  1. In the Prompt for Schedule on Logout field, enter one of the following to indicate whether the system should prompt this user to enter the day's schedule in the Daily Planner when they log out.

Note: The setting in this field applies only if the Check Scheduler On Login control maintenance record is set to Daily Planner. If the No Schedule Prompting field is flagged on the User Maintenance screen, the system ignores the setting in this field.

  1. In the Default Schedule Alarm Time field, enter the default amount of time in minutes, hours, or days that the scheduler alerts the user before scheduled events. After entering the amount, press F10 and select the unit of time. You can also select the Disabled option.

  2. In the Location User field, indicate whether this user is a scheduler location, such a conference room.

  1. In the Prompt for Closing Notes field, indicate whether you want the system to display the Closing Notes screen whenever this user marks an event as completed.

Note: A value entered in this field overrides the setting in the Prompt For Scheduler Closing Notes control maintenance record. If left blank, the control record determines whether the closing notes screen displays.

  1. In the Allow Outlook to Control Schedule field, enter Y if you are using Eclipse Outlook Integration and want your schedule in Eclipse to contain the appointments that are in your Microsoft Outlook calendar.

  2. Press Esc three times to save the updated user record and exit User Maintenance.

See Also:

Additional User Record Information Overview

Creating User Records