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F3-Schedule

The # function key at the main work screen will

activate the employee schedule function. This

action has two purposes. First it will display the

employees schedule for the month and second it

allows the employee to clock in and out.

When you first press # at the main work screen

a popup list of the active employees will be

displayed. Entering these employees is done in

the Employee Maintenance module. Once the

employee list is displayed use your QZRY to

move the scroll bar up or down. Select the

employee you would like to view the schedule of

and pressE. The employee security password

will be the next bit of information to enter. Enter

the pre-selected password for that employee and

pressE.

You will now see the monthly schedule for the

active employee. There are only a couple of

options to select from here. 1. Moving to the

desired date. When the schedule first displayed on the screen today�s month, day and year will be shown. This is in

two places; first is on top in text form and the second is the calendar itself. Use the (+) or (-) keys to advance or decrease

the years, theTand ST keys to change the months and theQZRY to move around the given month to the proper

day. 2. When day is picked press the E key. This will bring up a box for you to enter the in and out time intro. 3.X

key will bring you back to the main work screen.

F8-Appointments

The * key from the main work screen will get a

screen for keeping track of customer appointments.

The first thing you need to do is set up the service

Option. Do this by pressing the* key. A list will

appear asking you for service code, description,

price and time limit. Move the ZYRQ to the correct

row and column and press E. Add the information

in and continue to the next line. The service code is

a five character abbreviation for the service de-

scription. Make them unique. The time is used for

schedule Conflicts. Enter in the time in quarter hour

segments.

Navigation around the calendar. When the calen-

dar first displays on the screen today�s month, day

and year will be shown. This is in two places; the first

is on top in text form and the second is the calendar

itself. Use the (+) or (-) keys to advance or decrease

the years, theT and ST keys to change the months and theQZRYto move around the given month to the proper

day. Once you have selected the proper day press E to activate the appointment process.

You will first have to select the representative to schedule the appointment with. Do this by moving yourZY to the

correct employee. You will notice the time screen on the right will display the current time slot and the schedule will

change displaying the appointments for the representative highlighted. Select the representative you would like to set

the appointment with and pressE. You will now be in the time slot function. Move the ZY up and down to the right

time for an appointment. If the time is off the screen moving the ZY in that direction will scroll the item up or down.

PressE to select the time. If you pass over a scheduled time, the appointment information will show at the bottom

left of the screen. If you select a time that is in conflict with another appointment, a warning box will appear prompting

you to select another time or over ride the time conflict.

Delete will delete a scheduled appointment. Once you have selected the time a box will prompt you for the customer

last name. Type in the name and pressE. You will have several options here. If the customer was found in the database

a list of customers with the same name will be displayed. Select the correct name with your ZY and pressE. If that

name was not one of the customers displayed, you can add this customer to your database or just make them a temporary

name not added to the list. If the name was not found a box will appear asking you if you would like to enter them now.

This is important if you want to send them information or reminders in the future. If you select yes add customer

information just as you would in customer maintenance. After you have entered the customer you will be prompted

for the service.

Select from the service list by using the ZY and pressingE. Next, enter any customer comments that you want and

press theE. After you have been through all the steps above the screen will display the appointment for you. Press

any key to continue.

The % loads Appointment, services and can list reminders. The ^ will print the schedule for the day. The & will

purge the calendar appointments from the database. This is destructive and should be done with caution. If you

select purge, you will loose the ability to send reminders to these people. It will not purge the customer from the

customer database.