Week @ A Glance

The Week @ A Glance form displays the appointments in an easy to see grid.  

Note that the appointments can be color coded according to the appointment type.  The color coding is set in the Settings:System form, in the Colors section.

Other options also set in the same form are the office hours, the days of the week that the office is open and the size, in minutes, of the default appointment size.

You can easily reschedule appointments by clicking on the colored side bar for the appointment and dragging the appointment to a new date/time.

Option Meaning
Date The starting date to show
7 days-Monthly The type of grid to display (see below)
Type The type of appointment to display
Resource The type of resource to display
Associate Selects the associate to show

You can see the recap of any appointment by holding the mouse cursor over the appointment:

This is the weekly view:

 

And the monthly view:

You can customize the look of the recap and report by clicking on the Settings tab:

Setting Meaning
Layout
ShowName Show the name field of the appointment.
ShowLocation Show the location field.
ShowAssociate Show the associate.
ShowWPInfo Show the work product link.
ShowNote Show the note.
ShowType Show the type.
SortByType Sort report by type.
Options
MinutesRefresh If non-zero, the system will update the form automatically once the number of minutes elapse.
SmallDaysShown The number of days to display when the short version is requested.
LargeDaysSHown The number of days to display when the long version is requested.
AlignWorkHours If true, the view will be shown close to the office open hour.
Colors
Available The color of the available intervals
Appointment The color of the appointment bar
Continuation The color of the appointment bar when the appointment is a continuation
Multiple The color of the appointment bar when the appointment has a date/time conflict
PossibleMultiple The color of the appointment bar when the appointment runs agianst another

Clicking on the report button creates a printable report, in one of the following formats:

Type Meaning
Normal All selected fields, except for note are included.  Each appointment is delimited by a blank line.
Delimited All selected fields, except for note are included.  Each appointment is delimited by a physical line.
Extended All selected fields, including the note are included.  Each appointment is delimited by a blank line.
Compact A mini-version of the normal report.

 

Color coding Appointments

You can easily setup a coding scheme for appointments so you can easily distingush what the appointment is regarding. Once you have coded the appointment types, the Week @ A Glance displays differently:

In order to use color coding, you need to setup the appointment types and colors in the Settings:Systems screen:

Now you can use the types in creating the appointment:

You can display a legend, which displays the color coding, by clicking on the Legend icon on the top left corner of the Week @ A Glance form: