Use the Schedule Detail Maintenance window to enter general detailed information about an event or meeting. For example, you can:
Enter an agenda for a meeting.
Enter a more detailed description of the event.
Define who can access the event.
Define where the event displays.
Mark an event as completed.
You can also set an alarm for the event or enter public and private notes.
To enter general event detail information:
From the System > Scheduler menu, do one of the following to display the Schedule Detail Maintenance window:
Select Detail and do one of the following
Enter an event ID and click OK to display that event's detail
Click the New button to create a new event.
Select Scheduler to display the Scheduler window, and then do one of the following:
From the File menu, select New Event
From the Daily or Weekly tab, double-click on any existing event.
The system enters your user ID in the Owner field, your time zone in the Time Zone field, and any defined information for an existing event.
Enter following information if this is a new event, or you can edit these fields for an existing event:
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Field |
Description |
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Description |
Event description. |
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Date |
Scheduled date for the event. |
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Starting time of the event in the specified time zone. |
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End Time |
Ending time of the event in the specified time zone. |
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Select a pre-defined event type to assign to the event. Define event types in the Valid Scheduler Types control maintenance record. |
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Owner |
User who entered the event. |
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Time Zone |
Time zone for the event owner, as defined in User Maintenance. To change the time zone, clear the field and select a different time zone. |
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Area |
Description |
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Select the check box to flag the event as complete. The system will enter the current date and time in the on and at fields, respectively. If needed, you can edit these fields. |
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Select the check box if you want the event to appear in the Daily Planner. Note: The Daily Planner only displays one event. If you have two events scheduled on one day and each event is flagged to display on the Daily Planner, the Planner only displays the first event. |
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Select the check box if you want the system to notify you when a user indicates attendance to the event. |
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Select whether the information about this event is available to:
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To indicate if the users scheduled for the event are busy or available during the event time slot, select either Busy or Available. |
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Select where the event should appear in the system:
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Use the following menu options, as needed:
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Menu Option |
Description |
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File > Delete |
Deletes the currently displayed event. The system prompts you to confirm the deletion. If you are deleting an event that was set up to repeat, the system displays the additional prompt Apply changes to current Day or all occurrences? Click one of the following:
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View > Edit Cross-References |
Displays the Event Cross Reference window. Use this window to reference contacts, products, trackers or other entities with the scheduled event. |
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View > View Cross-References |
Provides access to cross-referenced data for the event, such as customer maintenance. |
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View > View User Schedule |
Displays a selected attendee's schedule for the day. Select an attendee on the Attending Users section of the window. |
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View > View User Notes |
Displays all the notes, which are not private, for the event entered by attendees. |
Display the event to which to add an alarm on the Schedule Detail Maintenance window.
Click the Personal Data tab to display the Personal Data section of the window.
The system displays the owner's attendance status in the Attendance field. Edit the attendance status, as needed.
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Field |
Description |
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First field after Alarm box |
Enter the amount of time prior to the event when you want the system to send a message reminding users that this event is on their schedule. |
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Second field after Alarm box |
Select one of the following options:
The system determines the default by the Default Scheduler Alarm Time control maintenance record. |
Note: Once you create an alarm for the event, the Alarm icon displays on the bottom of the window next to the event ID.
Display the event to which you want to add notes on the Schedule Detail Maintenance window.
Click the Personal Data tab to display the Personal Data section of the window.
The system displays the owner's attendance status in the Attendance field. Edit the attendance status, as needed.
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Field |
Description |
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Public Notes |
Notes for the event that you want to make accessible to all authorized users, such as a meeting agenda. Once you attach notes, the Note icon appears on the bottom of the window next to the event ID. |
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Private Notes |
Notes for the event, which only you can view. |
See Also: