Calendar

The Calendar record tracks calendar information.

Add

To Add a new record, from the Main Menu, choose Add-->Calendar.

Edit

To Edit an existing record, from the Main Menu, choose Search-->Scheduling-->Calendar or Calendar View. Use the search screen to find the appropriate entry and open it.

General Entry

Heading

The first section holds:

Calendar Note and Priority
Tickle/Task indicator and type
Client record (if associated with a case)
Start date and time
End date and time
Staff person, office, and unit

Miscellaneous Information

The second section holds information about the calendar entry. This section contains the following items:

Whether this calendar entry is an Appointment
Whether the calendar entry is completed (if a task or appointment)
Whether the calendar entry should be shown to the client in the Client Status Website
References to Other Service entries (these may not be modifiable)

Check Calendar for Schedule

The third section gives you an easy visual for determining what days have calendar entries (shown in red) and (by clicking on the day) what time those entries are scheduled.

Use of the Form

Expanding/Collapsing Sections

Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.

To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

Context menu

The context menu is accessed by clicking on the Context Menu icon at the top left of the record.

The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.

The context menu has additional items available that relate to the entry, including:

Printing
Associated Records (Client)
Adding a new Calendar Item

Save/Stay and Save/Close

The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

The Save/Add New button will save the record and then go to a new add screen to allow you to enter a new Lawyer record.

The Save/Close button will save the record and then close to the Main Menu/Home Screen.

If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. You may also receive another warning about errors in the case and asking whether you want to continue on in spite of those errors. Some errors (those shown in red at the top) you cannot avoid.

Switch to multiple calendar

This page will allow you to enter multiple calendar entries based upon a set of criteria. For example entering a calendar entry every week for 6 weeks.