Day

From ROL Help System

The 'Day' diary is each users' personal diary within Recruit Online.

It gives the user an overview of their:

• Appointments for the given or selected day/date
• Tasks that are due on the given or selected day/date

To scroll back & forth through days/weeks, click the buttons '<<<<<' and '>>>>>'

For a weekly diary view, see Diary: Week.

Contents 1 Change User 2 Tasks Due By This Day 3 Add an Appointment 4 Modify an Appointment 5 Delete an Appointment

Change User

All users can view any users' diary and appointments scheduled. To view another users' diary:

• Select their name from the drop-down menu
• Click the 'View' button to change.

Tasks Due By This Day

• This list is the users' Tasks which are either due today or overdue.
• Click on the Task name link to go directly to the 'Tasks' page
• For more information on Tasks, see Tasks

Add an Appointment

• Click on a time slot on the diary to add an appointment.
• Enter the appointment type
• Enter the duration of the appointment (this auto-defaults to 30 minutes)
• Enter the Title of the appointment (ie 'Client Visit with Bob at ABC Company')
• Enter any notes in the notes field (if required)
• If additional users are required at the appointment:
  • Select multiple users from the list by holding down the 'Ctrl' button & selecting the usernames.
• If the appointment time slot has changed:
  • Change the time via the drop-down menu, or go back to the diary & start again.
• If the appointment date has changed:
  • Change the date via the date button, or go back to the diary & start again.
• Once complete, click 'Save Appointment'
• The appointment details will be entered into the diary & also emailed to the user and any additional users against the appointment.
  • Email subject will be 'APPT [NEW]'

Modify an Appointment

To modify an appointment:

• Click on the Appointment to view the details
• Make any changes on the screen and ensure you click 'Save Appointment' to save your changes
• When an appointment is modified, the user/s against to the appointment will receive an email to advise it has been modified.
  • Email subject will be 'APPT [AMENDED]'

Delete an Appointment

To delete an appointment:

• Click on the Appointment to view the details
• Click the 'Delete' button at the bottom
• When an appointment is deleted, the user/s against to the appointment will receive an email to advise it has been removed
  • Email subject will be 'APPT [DELETED]'