Viewing the Daily Planner

The Daily Planner displays employee work schedules. Use the Daily Planner to quickly look ahead at all users' schedules or plan events based on more than one user's schedule for a larger period of time, such as a two-day planning session. Use this window to inform other employees about your work schedule. For example, you can indicate your location, the hours you'll be in the office, when you have a dentist appointment, or the client you are visiting on a business trip. You can also view at a glance the work schedule for other employees. The information entered in the Daily Planner for the current date displays on the Messaging screen for the user.

The Daily Planner lists the users in a selected message group. The user IDs for the group are displayed in the first column on the left. The columns to the right show a brief description of the activities or location for each user on the designated days. You can view any group. The default group is your own. However, when you exit this window, the system stores the currently selected group as your default.

Use the Check Scheduler On Login control maintenance record to indicate if you want to display the planner or scheduler when a user logs in to the system. You can enter your schedule in advance on the Daily Planner window or, if set, when prompted at login.

You must be assigned the DAILY.PLANNERauthorization key to use the Daily Planner. The assigned level determines your ability to view and edit your own and other users' schedules.

To view the Daily Planner:

From the System > Scheduler menu, select Daily Planner to display the Planner section of the Scheduler window.

Your default group displays, along with the current week.

Perform the following to view schedules in the Daily Planner:

To view...	Do this...
A different group than the one displayed...	Enter or select the group ID you want to view in the Group field.
A user in a long list...	Display the Find User ID prompt from the Planner > Find menu. Enter the user's ID at the prompt.
An entry longer than 18 characters...	Either expand the window or column to view the entire entry.
Different dates...	Click one of the following buttons: Right Arrow - Displays the next five days. Left Arrow - Displays the previous five days. Goto - Jumps to an indicated date. At the prompt, enter the date. The system displays that date and the four following dates on the window. Today - Displays today's date and the four following dates on the window.

Exit the window.