Change diary settings - including add/remove offices & users/negotiators

• From the Display panel (far right) click Settings (cog) icon

• The diary settings menu is displayed - each menu option is explained below

  Open

  

From diary settings menu:

• Select Appearance options

  Open

  

Attendee bar

• Options are Show on left or Show on top
  A colour bar is used to represent the appointment attendees - it can be shown to the left or on top of the diary appointment

  • Show on top

  • Show on left

Appointment background 

• Options are Main negotiator colours or All negotiator colours
  The appointment background can be changed to represent the main attendee or all attendees
  (i.e. any other negotiator the appointment is shared with)

  • Main negotiator colours

  • All negotiator colours

• Show only appointments
  Just shows appointments in the diary that have been assigned to an Entry Type from the standard list shown in the initial Entry Type menu - see highlighted menu below

• Show all entries
  Displays any entries from the Entry Type menu, including those where the appointment type has been selected from the Full List option - i.e. the list shown when clicking Entry Type and choosing Full List
  See note in green box below

When enabled:

• Shows cancelled appointments on the diary - appointments are greyed out and are marked as (Cancelled)

When not enabled:

• Cancelled appointments will not be shown in the diary but will still be shown in the related journals

When enabled:

• Will only display appointments in the diary that have been fully confirmed
  i.e. all the relevant Confirmed boxes have been ticked on the appointment

When not enabled:

• Appointments that have been saved but are not fully confirmed will be displayed

• Unconfirmed appointments are displayed with a diagonal stripe on the attendee bar
  In this example, the first and second appointments are unconfirmed, the third and fourth appointments are confirmed

When enabled:

• User initials/ID will be shown in brackets on each appointment

To help distinguish between appointments that are accompanied and unaccompanied, when this is option is enabled:

• (UnAcc) is displayed at the end of the appointment details
  This is shown when an appointment is fully visible in the diary (when not fully visible, the (UnAcc) flag is seen when hovering over the appointment in the diary)

When enabled:

• Viewing tours are not merged and all appointments are shown independently

When not enabled:

• Viewing tours are merged and shown as one appointment

When viewing one day in the diary…

When enabled:

• Single day view will not be used

When not enabled:

Single day view will be used

When enabled:

• Each hour section is split into 15 minute intervals

• Booking appointments will default to 15 minutes plus 15 minute intervals will be offered in drop-down menus on appointments

When not enabled:

• Each hour section is split into 30 minute intervals

• Booking appointments will default to 30 minutes plus 15 minute intervals will be offered in drop-down menus on appointments

Add/remove users

• Tick (or un-tick) users that you do (or don't) want to see diary information for
  The maximum number of users you can select is 20

Add/remove offices

• Click the Settings (cog) icon, then click Select offices to display

• Tick the offices whose diary you need access to and click Select

To show an earlier or later start/end time on the diary view

• Click Early/Late (at top/bottom left of diary view) and select the required time

• Click magnifying glass icon (top left) to adjust the zoom setting of your diary screen

  Alternatively hold Control on keyboard and scroll using mouse wheel

To change the colour used against a negotiator/user:

• Click the colour circle to the left of the name

• Select the required colour from the palette (or click Customise for a broader choice of shades)

• Click Accept