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
To set up an ad-hoc Event, for example, annual leave, study leave and meetings:
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From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Actions - Appointments Events:
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The Events screen displays:
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Select Add and the Add event screen displays:
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Complete as required:
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Owners - Select the owner of the Event, hold the Ctrl key down to select more than one owner.
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Day:
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Start - Enter the first day of the event, if the event is a part day, enter a start Time.
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End - Enter the last day of the event, if the event is a part day, enter an end Time.
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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.
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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.
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Delete Slots - Select to remove any slots in the time frame of the event.
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Select OK to save.
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Select Close.
Public Holidays
To set up a public holiday, for example, Christmas, Easter and Bank holidays:
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From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Actions - Appointments Events:
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The Events screen displays:
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Select Add and the Calendar displays.
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Highlight the date required and select OK:
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Repeat steps 3 and 4 until all the public holidays you want to add are on the list.
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Tick All.
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Select Create Events.
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Select Close.
All the public holidays you have added are now added to all book owners in Appointments:
View the following video to see how to create an event for Appointments Setup: