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.

If you have upgraded to Appointments Setup, for maintaining your appointment books, Events are set up and maintained from Control Panel.

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

Creating Events for Appointments (2.02)

Ad-hoc Events

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, press and hold Ctrl on your keyboard 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'.

    • 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.

Training Tip - You can only edit or delete events for one owner at a time, select from the Owner drop-down list, select the event required and then select Edit or Delete.

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:

  1. Select Add and the Calendar displays.

  2. Highlight the date required and select OK:

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

  4. Tick All.

    Important - Carefully check the details of Events you are adding, if you need to remove one, it must be done user by user.

  5. Select Create Events.

  6. Select Close.

All the public holidays you have added are now added to all book owners.

Remember - This setting is in Control Panel if you are using Appointment Setup, it remains in Vision 3 Appointments if you have yet to migrate.
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