Viewing the Daily Planner

The Daily Planner displays employee work schedules. Use the Daily Planner to view a week at a time and plan events based on more than one user's schedule for a larger period of time, such as a two-day planning session or to quickly look ahead for all users. Use this screen 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 User 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 screen, 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 screen or, if set, when prompted at login. The first 11 characters of your entry display on the Daily Planner screen. Use the Expand hot key to enter or view a longer description.

You must be assigned the DAILY.PLANNER authorization 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 Daily Planner screen.

Your default group displays. The Group ID displays in the Group field.

Use the Group hot key to activate the Group field.
In the Group field, enter the Group ID you want to view. Press F10 and select from a list.
Use the Find hot key to display the Find User ID prompt when a list is too long to display in the viewable area.
Use the Expand hot key to view descriptions that are longer than 11 characters.
Use the following keys to view different dates displayed on the screen:

Tab – Move to future dates.
Shift-Tab – Move to prior dates.
As of Date – Jump to an indicated date. At the prompt, enter the date. Then the system displays that date and the four following dates on the screen.

Press Esc to exit the daily planner.

To make an entry for your user ID:

From the System > Scheduler menu, select Daily Planner to display the Daily Planner screen.
On the Daily Planner screen, locate your ID.
Position the cursor on the date for which you want to make the entry.
Enter your work schedule in the field.
Use the following hot keys, as necessary:

Hot Key	Function
Clear	Erases a previous entry.
Expand	Expands an entry longer than 11 characters. Press Esc to return to the Daily Planner screen.
Copy	Copies an event to other dates. To fill in a series of dates with the same entry, position the cursor on the entry to be copied. Use the hot key. The system prompts you to enter the number of days to copy the entry to. Enter this number and press Esc to copy the event.

Press Esc to save the updated information and exit the Daily Planner.