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Configuring the Diary

Configuring the diary allows you to select what is visible from a number of variables. From technicians, to bays and slot types you have total control over what is viewable in each of your diaries. To do this you will need to right click on the diary tab in the home page and select Configure Diary.

This will provide you with a menu that displays your Slot Types, Bays and Technicians. Ticking the box for each respective selection will mark it as visible in your diary. In the example below I want to see all Slot Types in my Full Diary along with all the Bays. I only have three active Technicians: Dave, Geoff and Steve – so I have selected them only.

Pressing save will complete the configuration process for my Full Diary. If you add a new Slot Type, Technician or Bay you will need to follow this process so that your diary is configured to display them.

You can have multiple diary tabs active each with their own configuration. This may be beneficial if you need a diary dedicated to a particular Technician, Bay or Slot Type.

Updated on November 13, 2018

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