Maintaining Display Settings
Use the Scheduling Profiles form to maintain the display settings for users. The manner in which this form is set up controls both the look and feel of the calendar and the partner and appointment data that is displayed.
A profile determines the way scheduling data is displayed on the Calendar Scheduling form. Multiple profiles can be created and saved to allow the scheduler to move between different types of views. For example, you could use a Monthly view or a Weekly view, or display appointments and partners based on specific departments, regions and other groupings.
Follow these steps to maintain the display for a user profile:
Use these buttons to specify additional filters:
- Scheduling Filters form in Status Code mode. The status codes listed are pulled from the Status Codes form. This list reflects codes that are added or removed from the Service Status Code master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that status. Click this button to open the
- Scheduling Filters form in Priority Code mode. The priority codes listed are pulled from the Priority Codes form. This list reflects codes that are added or removed from the Service Priority Codes master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that priority. Click this button to open the
- Scheduling Filters form in Appointment Status mode. The appointment statuses listed are pulled from the Service Appointment Status Codes form. This list reflects codes that are added or removed from the Service Appointment Status Codes master form. Selecting specific codes causes the scheduling board to only consider incidents and SROs of that appointment status. Click this button to open the
- Schedule Profiles Tasks Filters modal form. The default values set on this form are Additional Filters of the Task Selection modal form. Click this button to open the
- Schedule Profiles To Be Scheduled Filters modal form. The default values set on this screen are Additional Filters of the Task To Be Scheduled modal form. Click this button to open the
Note: If the filters are never accessed, it is assumed all data is
returned.