XPLAN Workshop - Diary Management
Overview
The Diary function within XPLAN is sufficiently versatile to be used as a tool to manage the diaries of the member of a business.
Accessing Diary
- On the Title bar select XPLAN > Diary & Workflow > Diary.
The Diary displays. It can be viewed either in Month, Week or Day format. The month can be changed by either clicking the arrows next to the month name or using the filters section.
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The Diary menu has 2 main areas:
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My Diary – displays all XPLAN diary events for you.
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All Diary – allows you to view other XPLAN users’ Diary Events (subject to permissions).
If other User’s Diary events are not presently viewable, click on the dropdown button next to “Current participant” to search for and add other Users or your Group.
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Creating a Diary Event
- There are many ways to create a diary event. While accessing the diary, click in the date box and select Add New Even
Another method would be to click the Add button located on the Title bar and select Add Diary Event.
- Fill out the details for the diary event including:
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Title
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Description
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Category
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Start Time
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End Time
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The Attendees/ Resources tab is used to define who will be attending the meeting. This can be either an employee of the practice (User) or a Clien
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Other relevant information may be added in the following tabs, such as agenda items which can be attached in Meeting Agenda, and the Notifications area which dictates who will be notified by email of the creation or changes to the Diary Even
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Select Save.
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The new diary event will display in the diary. Details relating to the Diary Event can be seen by clicking on the event as well as access to the client’s menu.
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