Before you can use a staff schedule to record new activities and meetings, the schedule time period and days must be defined.
To define the details of a staff schedule:
- Search for and open the Staff Schedule Maintenance window for the required staff member. See Searching for staff schedules.
If a staff schedule has not been defined, the Schedule tab of the Staff Schedule Maintenance window is displayed with the following message. - Click the Definition tab.
The Definition tab of the Staff Schedule Maintenance window is displayed with no data. - Set up the time periods in the schedule. Either:
• Add and define the time periods manually (see below)
• Click to paste the default time periods that have been set up for your organisation in the schedule - this is the easiest and quickest option.
Note: Default time periods are defined using the DefinitionTime configuration settings. See DefinitionTime configuration settings in the System maintenance manual.
Manually defining the time periods for a staff schedule
To manually define time periods for a staff schedule:
- Type the beginning of the time period in the TimeFrom field. For example, 7.30AM.
- Type the end of the time period in the TimeTo field. For example, 8.00AM.
- Type a description of the next schedule period in the Description field. For example, Before school.
- Click to add a new blank line.
- Continue to add all of the required time periods to the schedule.