Using appointment templates and notes

Templates are pre-defined appointment/ bookings used to enter information into StaffCal quickly.

Templates are the key to getting the most out of StaffCal, they make entry of commonly used appointments / bookings quick and easy.

For example: If a user wishes to enter that they are in for the day (probably the most common appointment), all they need to do is click on the 'In' template on the toolbar, then click on the 'accept' button on the appointment form. All fields are filled automatically from the template and no extra information needs to be entered.

You can still edit data / change times etc after a template has been applied to an appointment.

StaffCal sites come pre-installed with a number of server templates.

In the office .
Lunch.
Annual leave
Sick leave
Out of the office

The StaffCal administrator can change these templates to suit your workplace.

Title

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

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Date

The date of the appointment

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Date picker

Opens a calendar to select the date of the appointment.

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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.

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Templates

This displays the available templates. The templates listed with a 'globe' icon next to them are server templates. Those with a 'home' icon have been created by you.

Double-click with the mouse on a template to select or use the Select template button.

The appointment window will be opened and changes in status and times can be made.

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Select template

Invoke the selected template. You can also Double-click with the mouse on a template to invoke it.

The appointment window will be opened and changes in status and times can be made.

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Notes

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