1: Getting Started With PDS Facility Scheduler

Transcription

1 Contents 1: Getting Started With PDS Facility Scheduler Introduction Launching the Program License Registration Wizard New, Upgrading, or Current User Registration Information Automatic Backup Options Start Program Getting Started Checklist Setup Admin License Information Special Days & Holidays Adding New Special Days Auto Setup for New Year Inserting a Single Special Day Removing Special Days Users & Passwords Add User Copy Existing User User Preferences Access and Privileges Print Worksheet Set Security Method Keywords Setup Options Initial Setup Event Calendars Facility Features Exercises Questions : Additional Features Using the Keyboard Navigation Keyboard Shortcuts Undo, Cut, Copy, & Paste Spell Check Insert Symbol Special Tools You Can Use Anywhere Print Screen Calculator Calendar Program Information Screen Information View Log of User Activity List of Users Currently in Program Help Home Favorites Contents i

2 Backup and Restore Backup Concepts Backup Current Data Restore Data from a Prior Backup Setup Automatic Backup Options Move Data to Another Computer Schedule Automatic Backups Test, Fix and Rescue Test Program Fix Utility Rescue Program Erase Data Files Disable Passwords Keeping Facility Scheduler Updated Exercises Questions : Facilities The Facilities Window Address/ Features Contacts Charges Subgroups The All (Group) Facility List of Events Load Event Navigation Tasks Combine Facilities Exercise Questions : Organizations & Individuals The Organizations & Individuals Window Contacts Charges & Payments Recap of Balances List of Events Scheduling History The Closed Organization Navigation Tasks Organization Processes Combine Organizations Delete Organizations Delete History Quick Posting of Payments Exercise Questions : Charges and Payments Setting up Charges and Payments Group Field Descriptions Add Group or Activity Names ii Contents

3 Reorder Groups or Activity Names Delete Group or Activity Names Combine Groups or Activity Names Assigning a Fee for a Facility Assigning a Fee when Scheduling View the Charges and Payments Assigning Fees & Payments to an Organization Quick Posting or Payments Process Exercises Questions : Scheduling Simple Events Scheduling Wizards Simple Scheduling Selecting the Organization, Facility, Times and Dates How to Apply Charges How to Apply Requirements Event Name, Reminder and Remarks Which Event Calendars Conflicts Schedule View Events Exercise Questions : Scheduling Conflicts Scheduling Conflicts How Conflicts are Displayed Options for Scheduling Conflicting Events Changing Events marked as Need to Reschedule : Scheduling Recurring Events Recurring Events Scheduling Frequency Daily Weekly Date of Month Day of the Month Setting the Date Range Additional Dates Exercise Questions : Scheduling Events Over 24 Hours Events Lasting Longer than 24 Hours : Scheduling Using Past History Scheduling History Organizations & Individuals Scheduling History Scheduling Using Past History Simple Event Recurring Events Exercise Contents iii

4 Questions : Scheduling Events via Schedule Events via Create Web Event Request Form Schedule Events via : Check Availability Select the Facilities Time Frame to Check Date Range to Check Available Dates Scheduling Available Dates Exercise Questions : Mass Schedule Mass Schedule Schedule Masses Mass Intentions Filter the List Assigning Intention to Filtered List Exercise Questions : Events The Events Window Event Calendars Charges & Payments Required Items Remarks Request Details Other Tasks Navigation Processes Alter Existing Schedule Combine Event Names Delete Events Questions : Event Packages Event Packages Overview Event Package Templates Defining Package Templates Creating a Package The Event Packages Window Package Events Contacts Recap of Balances Add New Event to Existing Package Saving Package as New Template Delete Packages Process iv Contents

5 16: View Calendars View Calendars List of Scheduled Events Customize Your View Year at a Glance Quick Filter Load Event Print List of Events Daily Schedule Customize Your Calendar Displaying a Different Day Displaying More Information Other Features Weekly Schedule Customize Your Calendar Displaying a Different Week Displaying More Information Other Features Monthly Calendar Customize Your Calendar Displaying a Different Month Displaying More Information Other Features Yearly Calendar Customize Your Calendar Displaying a Different Year Displaying More Information Other Features Questions : Reports Overview Select the Report Report Overview Window Select Printer The Layout Window Styles Text of a Letter Selections Event Selections Other Event Selections Organization Selections Facility Selections Package Selections Additional Selections Condition Lines Report Preview Print Print to File Custom Reports Reordering User Defined Reports Modify the List of Fields to Print Label Layout Envelope Layout Defining a Form Contents v

6 Exporting Data Printing Calendars Daily Calendar Weekly Calendar Monthly Calendar Printing a Sign for the Door Calendar Style Text of the Calendar How to Fit More on Your Monthly Calendar Building a Web Page Calendar Questions : Listing Screens Listing Screens Using the Listing Screen Customize View Quick Tips on Reordering a List Quick Filter Quick Filter Facilities Quick Filter Events Exercise Questions : Keywords Keyword Maintenance Keyword Commands Delete Keywords Combine Keywords Keyword Lists Address Types City/State Keywords Phone Descriptions Request Types Requirement Types Exercises Questions : Answers Chapter 1: Getting Started Exercises Questions Chapter 2: Additional Features Exercises Questions Chapter 3: Facilities Exercises Questions Chapter 4: Organization & Individuals Exercises Questions Chapter 5: Charges and Payments Exercises Questions Chapter 6: Scheduling - Simple Events vi Contents

7 Exercise Questions Chapter 8: Scheduling - Recurring Events Exercises Questions Chapter 10: Scheduling - Using Past History Exercise Questions Chapter 12: Check Availability Exercise Questions Chapter 13: Mass Schedule Exercise Questions Chapter 14: Events Questions Chapter 16: View Calendars Questions Chapter 17: Reports Questions Chapter 18: Listing Screens Exercise Questions Chapter 19: Keywords Exercises Questions Contents vii