< prev
main
next >

Calendar Solution Documentation



Section 4: Using the Calendar - The previous sections have described the views and navigation between them. This section of the manual gives instructions on the use of the calendar, including adding users, adding tasks, and adding appointments.

Section 4.1: Managing Appointments - This is a good point at which to define appointments and tasks. There are two important differences between tasks and appointments. First, tasks have only dates and no times, whereas appointments have both. Second, tasks have a completed status, and appointments do not. When an appointment is scheduled, it is assumed that the appointment will be kept. If it is not kept, the appointment must be rescheduled. A task remains undone until it is marked as completed, regardless of the date for which it was scheduled.




Creating Appointments - To create a new appointment from any Calendar view (Month, Week, Day), click the
New Appointment button in the button bar. Doing so will bring up the Appointment dialog, as seen above.

Appointment Name - You may enter a name for the appointment in the Appointment field. This name will display in all of the calendar views, as well as in the
Event list.

Priority Code - Select a priority code for this appointment. Calendar views may be filtered by priority code, and the
Event list may be searched and sorted by priority code.

Appointment Date - Enter a date for the appointment in the Date field, or click the Specify Date button to the right of the Date field to choose a date from the calendar popup.

Appointment Times - Enter starting and ending times for this appointment. Though times display in standard AM/PM format, they must be entered in military format. For example, entering '4:00' into either of the time fields will schedule the appointment for 4:00 AM. To schedule an appointment for 4:00 PM, enter 16:00, which is 4:00 PM in military time.

Repeat Appointment - If you want the current appointment to repeat, check the Repeat Appointment checkbox, and select a frequency from the dropdown list. Enter the ending date for the repeating event into the Until field, or select a date by clicking the Specify Date button.

Note: repeating appointments are separate items in the Event list, i.e., separate records in the Task file. Creating events with hundreds of repetitions is not recommended, as managing that many events will be very time consuming. Instead, consider creating repeating events for a fairly short time period, or where not more than 20-30 events will be created at once.

Categories - Select a category from the dropdown list. The category's color will display only after you have selected the category and have clicked into another field, or clicked outside of the Category dropdown list.

Assigned to - Choose the user to whom this appointment is assigned.

Note: the User dropdown list in the Calendar module is generated from the Task module, not the People file. Only those users with events assigned to them will appear in the User dropdown list on the Calendar button bar. The User dropdown list in the Task and Appointment creation dialogs, on the other hand, is generated from the list of users in the People file.

Delete Appointment - If you are viewing an appointment that has already been created, click the Delete... button to delete the appointment and/or all of its repetitions.

Add Another - Click this button to add the current appointment and create another appointment without leaving the current screen.

Cancel - Click Cancel to leave the current screen without taking any action.

OK - Click the OK button to accept any changes to existing appointments that have been made on the current screen, or to create the appointment whose information you have edited on the current screen.


< prev
main
next >

AppleScript - Links
Copyright 1998-2003 davedowling.com, All Rights Reserved.