Viewing Daily Schedules

Use the Daily Schedule to view your scheduled events and meetings on a daily basis. Also, you can check another person's schedule before scheduling an event.

For example, you want to take time off. Whenever you or your co-worker, Linda, take time off, one of you needs to be in the office to answer customer questions. Check Linda's schedule to make sure she is in the office on the days you want to take off.

To view your daily schedule:

  1. From the System > Scheduler menu, select Scheduler to display the Daily Schedule tab of the Scheduler window.

  2. The system displays the following information in the header and at the right side of the window:

Field

Description

User ID

Your user ID.

If authorized, you can view and edit the daily schedule of another user by changing the user ID in this field.

Note: The system uses the current owner when creating a new event.

Event Types Shown

One of the following, depending on your selection:

  • Show All Events - Displays all scheduled events for the day.

  • Show Busy Events - Displays all scheduled events that require your time, such as meetings.

  • Show Available Events - Displays all scheduled events for which you are available to do other things, such as your office hours for the day.

Time Zone

The time zone defined in User Maintenance for the displayed user ID.

Date

The current date. You can change the date by clicking the following buttons:

  • Right Arrow - Displays the next day.

  • Left Arrow - Displays the previous day.

  • Goto - Jumps to an indicated date. At the prompt, enter the date. The system displays that date.

  • Today - Displays today's date.

Calendar

Use the calendar displayed on the right side of the window to change the date. Click the Arrow buttons to view past or future months and click on a date to view that date.

In addition, use the calendar as follows:

  • A gray rectangle displays in the corner of each date with a scheduled event. Place the cursor on dates with scheduled events to view a Closedtip box displaying the events for the day.

  • View more than one calendar month by dragging the events field border to the left to expand the calendar view. Drag the border back to contract the calendar view.  

Icon

Description

Indicates that the scheduled event is a timeless event. For example, your office hours for the day would display this icon.

Several timeless events can be scheduled for one day.

Indicates whether the user is able to attend the respective event. Click on the box to display the following options:

  • - The user can attend.

  • - The user cannot attend.

  • - Unknown whether the user can attend.

Indicates that an alarm is set for the event.

The system reminds users a set amount of time before the event that the event is on their schedules.

Indicates that the event is recurring, such as a weekly company meeting.

Indicates that a note is attached to the event.

Note: Click on the Alarm, Recurring, or Note icon to view the Schedule Detail Maintenance window.

  1. Use the following menu options, as needed:

Menu Option

Function

File > New Event

Use to Schedule a new event on the Schedule Detail Maintenance window.

File > Meeting Advisor

Use to schedule a meeting.

Event > Edit Detail

Use to view or enter detailed information about the event. You can also double-click the event to enter detail.

Event > View Cross-References

Accesses cross-reference information for the event, such as trackers or customers identified in the event detail.

Event > Delete Event

Deletes the event from the schedule.

  1. Save your changes and exit the window.

See Also:

Scheduling Events

Viewing the Daily Planner

Viewing Weekly Schedules

Viewing Monthly and Yearly Schedules

Scheduler Overview