Entering User Scheduler Parameters

The scheduler maintains calendars of scheduled events and tasks for users. Each use 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 window.

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

  3. From the Additional menu, select Scheduler to display the Scheduler Parameters window.

  4. 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, enter the template ID to copy the schedule set up for that ID into this user's schedule in the User for Availability field.

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 Logincontrol maintenance record determines the type of prompt that displays. If the No Planner option 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 window if no one has scheduled events for that day. To exit the window, 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 window. To exit the window, 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, select one of the following options 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 Logincontrol maintenance record is set to Daily Planner. If the No Schedule Prompting option is flagged on the User Maintenance window, 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.

  2. In thePrompt for Closing Notesfield, indicate whether you want the system to display the Closing Notes prompt whenever this user marks an event as completed.

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

  1. To treat this user as a scheduler location, such a conference room, select the Location User option.

If you select this option, the system displays this user in the selection list for the Location field on the Schedule Detail Maintenance window.

  1. In the Allow Outlook to Control Schedule field, enter Yes 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. Click OK to save this information and return to the User Maintenance window.

  3. Save the user record.

See Also:

Additional User Record Information Overview

Creating User Records