Preferences - Backup

Automatic backups are set in Appointments. The backup file contains one week of appointment data including the current date.

To set your backup options:

1. From Appointments, select the arrow next to your name and select Preferences:

   

2. Select Backup and the Confidentiality disclaimer screen displays:

   

3. Tick Acknowledge confidentiality requirement, now select Agree to confirm that you understand the requirement:

   

4. The Backup Appointments screen displays, complete as required:

   

   • Folder name - Set the backup folder location as advised by your Health Board, select Choose Folder to locate the folder or Clear to clear the current location.

     Important - We recommend that backups to local drives are set up by full time staff, for example, Practice Managers or IT Managers.

     If a drive is no longer available an error message displays 'Selected backup location (file_location) is not available or cannot be written to. Please select a new backup folder. If you select to continue without backup then you may be prompted again when next opening Appointments.':

     

     Select either:

     • Try Again - Select to try again.

     • Change backup folder - Select to open the Browse for Folder screen to select a different folder, your backup preferences update with the folder selected.

     • Continue without backup - Select to continue without a backup. Until a backup is set, the prompt displays each time you log into Appointments.

   • Backup file type - Choose whether to output the backup as a PDF (printable) or a CSV (spreadsheet) file.
   • Take a backup every - Select the backup schedule in minutes from the available list:

     

     We recommend you set up at least two users to run the Appointments backup in the following configuration:

     • User 1 - Backup every 5 minutes.

     • User 2 - Backup every 15 minutes.

   • Show Comments - Tick to show any appointment comments in the output (recommended).
5. Select Save to save any changes made, then select the back arrow to close the Appointments Preferences screen.
Note - If you try to exit without saving, you are prompted to save any unsaved changes. Alternatively, to quickly reverse any unsaved changes made, select Reset .

Each backup overwrites the previous file.