Creating and editing templates

Creating and editing templates

 

 

This form allows you to set template details.

1 . AppointmentAppointment

Appointment

The title of the appointment is typically the activity, (eg: fire training) or in the case of a booking, who is booking the object.

 

2 . LocationLocation

Location

Where the appointment will be (eg: Conference Room A), or in the case of an asset (eg: a projector) where the asset will be used.

 

3 . Start timeStart time

Start time

The time that the appointment starts.

This can be a fixed time, or if the From now checkbox is checked, the appointment starts from when the template is invoked.

 

4 . DurationDuration

Duration

The duration of the appointment in minutes.

 

5 . I am workingI am working

I am working

This is commonly used to denote that the person is 'working' but not necessarily in the office. However this can be used to show other information.   For example: if the object is a meeting room rather than a person it might be used to denote whether the meeting room is in use.

6 . I am inI am in

I am in

This is commonly used to denote that the person is In the office. However this can be used to show other information, for example: if the object is a asset rather than a person it might be used to denote whether the asset is in use.

7 . From nowFrom now

From now

If the From now checkbox is checked, the appointment starts from when the template is invoked.

8 . Place on toolbarPlace on toolbar

Place on toolbar

If this is checked the template will appear on the StaffCal clients toolbar.

A maximum of ten templates (server and client based) can appear on the toolbar.

9 . Override existing statusOverride existing status

Override existing status

This overrides the in/out and working status of any pre-existing appointment   who's timing is overlapped by the new appointment.

 

An example of this would be that you might make an appointment for 'In the office all day', 8am to 5pm with the status of 'working' and 'in' (ie 2 green dots on the group calendar). Then you might make an appointment for 'Lunch meeting' from 12 - 1pm which overrides the status of 'in' with the status of 'out'.

Between 12 - 1pm your status will show as 'out' (ie: a red 'out' dot on the group calendar) as the 'Lunch meeting' appointment has overridden the 'In the office all day' appointment. The rest of the day your status will show as 'In'.

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