Close slots (via the day template)

Use the Edit Slots tab to close a slot, then the Copy Selected Room Slots tab to apply the closure to a time range.

  1. Click Tables Setup.

  2. Select Other > Appointments > Diary Setup.
  3. Select a site code via the Site field.
  4. Select a room code via the Room field.
  5. Press the Enter key.
  6. Check the date is [correct day]-Jan-1990.
  7. Click the Edit Slots tab.
  8. Enter Y in the Closed field.

  9. Click the Copy Selected Room Slots tab.
  10. Enter the start and end times for this closure. Use four digits, for example, 1200 and 1300.
  11. Click the Create Slots button.
  12. Click the Save button.

    13. You can see when slots are closed in the table (Y in the Closed column) and by their orange colour here and in the Diary.

Warning:

If you make a template (with new closures or restrictions) and overwrite an existing diary, existing appointments remain in place and may need to be rescheduled.

Note:

The changes will appear in the Diary when you copy the week template to future dates.

System Administration: Diary Set Up

Check settings

Before creating a new diary, check that the room exists and does not already have a diary.

Create a day template

Create slots to build your day template.

Create a week template

If every day has a different schedule, copy Monday to other days, then configure each day.

If every day has the same schedule, configure Monday first, then copy to the other days.

Restrict slots (via the template)

Use the Edit Slots tab to select slot restrictions, then the Copy Selected Room Slots tab to apply those restrictions to a time range.

Close slots (via the template)

Use the Edit Slots tab to close a slot, then the Copy Selected Room Slots tab to apply the closure to a time range.

Create diary pages

Once you have configured each day of your working week, you can copy the week template to a number of future weeks (for this room).

Copy one room to another

Cpy a week template to a room other than the one in which you created it.

Extend one room

Extend the time range for a single room.

A week template must exist for the room before using Copy.

Extend multiple rooms

Extend the time range for multiple rooms.

A week template must exist for each room before using Copy Forward.

Restrict slots (via the Diary)

If you want to restrict a room for a one-off occasion, restrict the slots individually via the Diary.

Close slots (via the Diary)

If you want to close a room for a one-off occasion (such as maintenance or staff absence), close the slots individually via the Diary.