Calendar - Adding a Note

Adding a Note

Notes are used to add items to the calendar such as meetings, vacations, and patron notes. The available notes options are adjustable by the organization under Setup >> System Tables >> Code Tables >> Misc - Note Types.

1. Click the New button to add a note to the calendar.

   A sub-menu will appear.

   

2. Click on Note on the sub-menu.

   Another sub-menu will appear.

   

3. Click on the Note type that is to be added.

   The Notes Edit window will open.

   

   Click here for more information about the Notes Edit window.

4. Enter the appropriate information.
5. Click the Save button and then close the Notes Edit window.

   This will return the user to the calendar.

Calendar - Calendar Options

The Calendar Options

The Calendar Options allows adjustment of the information that is being viewed on the calendar.

Parts of the Calendar Options

Letters	Enabling this option shows all letters waiting to be printed on the calendar.
	A color picker for the items on the calendar. Clicking the button will open a color palette to allow for adjustment of item colors.
Notes	Enabling this option shows all notes on the calendar. Click here for more information on adding a note to the calendar.
Notifications	Enabling this option shows all pending workflow notifications on the calendar.
Events	Enabling this option shows all performances on the calendar.
Volunteer Activity	Enabling this options shows all volunteer activities on the calendar.

Calendar - Calendar Window

The Calendar Window

The Calendar window is a way of quickly seeing upcoming performances, notes, meetings, and volunteer schedules.

Parts of the Calendar Window

	Adds a new note to the calendar. Click here for more information on adding notes to the calendar.
	Opens a selected item on the calendar for editing.
	Hides/Shows the calendar options on the left hand side of the window.
	Shows the current view of the calendar. Click the button will open a drop down menu allowing to switch views. Click here for more information on the Current View button.
	Shows the first day of the week. Clicking the button will open a drop down menu which allows switching the first day of the week. Click here for more information on the First Day of the Week button.
	Hides/Shows the times for each item on the calendar.
	Changes the calendar to one year prior.
	Changes the calendar to one month prior.
	Enables the user to rapidly jump to a date based on the current view of the calendar. Click here for more information on the Go To button.
	Changes the calendar to the next month.
	Changes the calendar to the next year.
	This feature has not yet been implemented.
	Refreshes the calendar with the most current data. Use this when a lot of users are actively using the calendar to get the most up to date information.
	Allows for the selection of which items are viewed on the calendar. Click here for more information on the Calendar Options.
	A color picker for the items on the calendar. Clicking the button will open a color palette to allow for adjustment of item colors.

Calendar - Current View Button

The Current View Button

The Current View button shows which view of the calendar the user is currently looking at. Additionally, the Current View button can be used to quickly switch views of the calendar.

When clicking on the Current View button, a sub-menu is opened showing a list of available views.

Click on the appropriate view to switch the calendar.

Calendar - First Day of the Week Button

The First Day of the Week Button

The First Day of the Week button is used to adjust the calendar to reflect that first day of the week for the organization.

When clicking on the First Day of the Week button, a sub-menu is opened showing a list of available starting days.

Click on the appropriate day to adjust the calendar.

Calendar - Go To Button

The Go To Button

The Go To button is used for jumping to another date on the calendar.

When clicking on the Go To button, a sub-menu is opened showing a list of dates to jump to.

Above, the views of the month menu and the day menu are shown. The Go To menu is contextual based on the view and date that is currently being used to assist with moving to the appropriate date. Click on the appropriate selection to move.

Calendar - Note Detail Tab

The Note Details Tab

The Note Details tab is where specific information pertaining to the note is entered.

Parts of the Note Details Tab

	The Security tab is used for setting access to the note. Click here for more information on the Security tab.
Start	Fields to enter the start date and time for the note.
	Opens the mini calendar for easier lookup of a date.
Duration	The length of time for the item. For example, a meeting that may last an hour would be 60.
End Date	Fields to enter the end date and time for the note.
Priority	The priority level given to the note. This field allows any number between 1 and 9999.
Notes	A field for entering a description for the note.
Link File	A file, such as a Word document, can be dragged and dropped to be added to the note.
Link File	A file, such as a Word document, can be dragged and dropped to be added to the note.
	A lookup button for the operating system. It opens the operating system's file lookup window.
	Opens the document that has been linked.
	Opens the folder containing the document that has been linked.

Calendar - Note Edit Window

The Note Edit Window

The Note Edit window is used for adding a new note to the calendar.

Parts of the Note Edit Window

	Adds a new note to the calendar. Click here for more information on adding notes to the calendar.
	Saves the note and adds it to the calendar.
	Creates a duplicate of the note.
	Reverts any changes on the window to the last saved version.
	Deletes the note.
	Prints a copy of the note.
	Checks the spelling for all fields on the window.
Type	A drop down menu to adjust the type of note that is being used.
Patron	The patron number of the patron the note pertains to.
	The patron lookup button, which opens the Patron List window. Click here for more information on the Patron List window.
Status	A drop down menu allowing changes to the status of the note.
Employee	The employee number of the employee that created the note.
	The employee lookup button, which opens the Employee List window. Click here for more information on the Employee List window.
	The Note Details tab contains specific information that is contained in the note. Click here for more information on the Note Details tab.
	The Security tab contains the security access for who is allowed to view the note. Click here for more information on the Security tab.

Calendar - Security Tab

The Security Tab

The Security tab is where specific information pertaining to the note is entered.

Parts of the Note Details Tab

	The Note Details tab is used for entering information about the note. Click here for more information about the Note Detail tab.
Security	Use the checkboxes to enable/disable security groups that are able to view and edit this note. Click here for more information about Security groups.