Schedule Views


Schedule views give the user the ability to filter what appointments display on the calendar based on the staff member (attendee), appointment scope, appointment type, and location. Multiple schedule views may be created & saved allowing the user to quickly navigate between various criteria. The schedule views are specific to the user and are not shared with others. By default, all appointments are displayed for a new user.

Click schedule views at the top of the calendar to access the views. The current view is displayed to the left of the calendar. The manage button opens the schedule views where the following actions can be performed.

· Make changes to an existing view including the filter criteria and the view name. Once the changes are made, click the Save button.



· Make a copy of an existing schedule view by selecting the view and click the Save As button (you must first give it a unique view name).

· Create a new schedule view by clicking the New button, then enter the view name and make the

selection criteria. Then click Save.

· Delete an existing schedule view by selecting the view and clicking the Delete button.

You have the option of requiring all staff member credentials or any of the selected credentials when filtering the schedule view based on the staff member credential. Select Require All Credentials at the top of the mange schedule view form to require all credentials, leave it unchecked if any one of the credentials should be considered a match. See staff members for further information on filtering the schedule.