Updating Plans

 

Modifying Plans (1:23)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.

The extension plan for a book owner can be updated using the right click menu:

The options vary depending on whether the week is active, planned or blank.

Active Week (Blue)

The right click menu on an active week displays the following options:

  • Edit current template - Select to change the current template. Changes are only applied to future active weeks, once the books are extended, see Edit Weekly Plans for further details.
  • Duplicate current template - Select to create a new weekly plan from the current plan.
  • Copy - Select to copy this weekly plan and paste it into any book owners planned or blank weeks.
  • Undo books - Select to make the selected week(s) inactive and copy any booked appointments to the clipboard, see Undo Books for further details.
  • Manage appointments - Select to access the Ad-Hoc book Management screen, see Ad-Hoc Book Management for further details.

Planned Week (Grey)

The right click menu on a planned week displays the following options:

  • Edit current template - Select to change the current template. Changes are only applied to future active weeks, once the books are extended, see Edit Weekly Plans for further details.
  • Duplicate current template - Select to create a new weekly plan from the current plan.
  • Copy - Select to copy this weekly plan and paste it into any book owners planned or blank weeks.
  • Delete - Select to delete the planned week, the weekly template is unchanged.
  • Extend now - Select to extend the selected plan only, see Extending Single Books for further details.
  • Insert blank - Select to insert a blank week, one without any appointment sessions.
  • Select template - Select to choose a weekly template to use.
  • Manage appointments - Select to access the Ad-Hoc book Management screen, see Ad-Hoc Book Management for further details.

Blank Weeks

Right click on a blank week to display the following options:

  • Paste(only active if you've copied a plan) - Select to paste a copied plan into the blank week.
  • Insert Blank - Select to insert a blank week.
  • Select template - Select to display all weekly plans to select from.
  • Manage appointments - Select to access the Ad-Hoc book Management screen, see Ad-Hoc Book Management for further details.

See View Plans, Updating Weekly Planner and Extension Plan for further details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.