Creating Events for Appointments Setup

Annual leave, public holidays, study leave and other ad-hoc changes to your appointment books are referred to as Events.

From DLM 800, Events are set up and maintained from Control Panel.

Ad-hoc Events

Note - Staff responsible for managing Appointments Events need to have security rights to access Control Panel - File Maintenance.

To set up an ad-hoc Event, for example, annual leave, study leave and meetings:

  1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Actions - Appointments Events:

  2. The Events screen displays:

  3. Select Add and the Add event screen displays:

  4. Complete as required:

    • Owners - Select the owner of the Event, hold the Ctrl key down to select more than one owner.

    • Day:

      • Start - Enter the first day of the event, if the event is a part day, enter a start Time.

      • End - Enter the last day of the event, if the event is a part day, enter an end Time.

    • Description - Enter a description for the event, for example, 'Annual Leave', or 'User Group Meeting'.

      Training Tip - For annual or study leave 'Back on dd/mm' is useful.

    • Mark slots as unavailable - Select to block out any slots in the time frame of the event.

    • Leave slots available - Select to leave slots in the time frame of the event available, for example, if you are planning to cover with a locum.

    • Delete Slots - Select to remove any slots in the time frame of the event.

  5. Select OK to save.

  6. Select Close.

Public Holidays

To set up a public holiday, for example, Christmas, Easter and Bank holidays:

  1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Actions - Appointments Events:

  2. The Events screen displays:

  3. Select Add and the Calendar displays.

  4. Highlight the date required and select OK:

  5. Repeat steps 3 and 4 until all the public holidays you want to add are on the list.

  6. Tick All.

  7. Select Create Events.

  8. Select Close.

All the public holidays you have added are now added to all book owners in Appointments:

Training Tip - Over time the Events list can get very cluttered. Once a date has passed, you can delete any old Events to prevent this happening. We recommend you leave the last Event as a reference point.

View the following video to see how to create an event for Appointments Setup:

 

Creating Events (2.02)

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See Video Tutorials for further Appointments Setup videos.
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