Templates - Diary Templates

Templates - Diary Templates

Diary Templates Overview

The purpose of this guide is to provide instructions on Creating Diary Templates in XPLAN.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Jul 27, 2016)

Diary event templates can be created for events the frequent occur. A template will automatically enter information into a new event.

 

Creating Diary Templates

To create a Diary Template:

  • From the Title Bar at the top of the screen, navigate to Administrations Functions > Templates.
  • Select Diary Template from the left hand navigation menu:

  • A list of existing diary template will be listed.
  • Select Add in the top right corner of the screen.
  • Enter the name of the template in the Title field:

 

Details tab

  • Complete the relevant fields under the Details Tab:

    • Description: Enter the description of the event
    • Category: Select the Category of the event
    • Priority: High, Normal, Low
    • Permission: Public Edit, Public View, Participants Edit, Participants View, Private
    • Client Access: Event is visible in Client Online Access
    • Outcome: Set the default outcome of the event Held, Not Held or Not Specified. See Outcome Tab for more information
    • Template: Set the Email Template to be used with this event
    • Shared: Is this a shared template
    • Owner Edit Only: Select if the owner of the template is to be the only editor
    • Thread Template: Set a Thread to automatically activate when this diary template is used
    • Make available to referrer: Available to referrer
    • Make available to prof. adviser: Available to prof. adviser
    • Dynamic Participants: Use the dynamic participants field to add users to the appointment

 

Attendees/Resources Tab

  • Client the Attendees/Resources Tab and complete details as required:

  • Use the dropdown list to select alternative items to add to this event template.

 

Clients Tab

  • Click the Clients Tab and add any relevant details to this template (Not normally used as templates are applied to any client in your database)

 

Outcomes Tab

  • Outcomes can be applied to the event, if the event is Held/Not held. For this example a file note template of 'Discovery Meeting' will be applied to the client file, if the meeting is held



  • Click OK



Attachment Tab

  • Click the Attachment tab. Attach any file from your computer to the event template by clicking the Paperclip icon

 

Notification Tab

  • Click the Notification tab. Specify which entities will receive an email notification on creation of the event. This will use the email template specified under the Details tab:

 

Email/SMS Reminder Tab

  • Click Add to add in an email or SMS

  • Select the Template to be used

  • Make any amendments as necessary
  • Click Save for the Email/SMS template
  • Save the Diary Template.

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