To edit an available slot within a resource diary

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The procedure to edit an available slot within a resource diary is as follows:

  1. Navigate to Quick Menu > System > Configuration > Diaries. The Diary Details window is displayed.
  2. Expand a calendar heading from the alphabetical list and select an associated resource diary, or type its name into the Search Diary field. By default the list is filtered to show Current linked diaries. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
  3. Click on Diary Slots (or Diary Times). The Diary Slots (or Diary Times) tab is activated, revealing all hours of availability in the default Week view 2.
  4. Optionally, click on Day to adjust the period covered by the active diary view; the scroll arrow behaviour will match the selection i.e. 'Next Day', 'Previous Day'.
  5. Double-click on a diary slot to be adjusted. The Edit Recurring Item window is displayed.
  6. To adjust the attributes of the single entry only, click on Edit current occurrence; otherwise, click on Edit the series to apply changes to all recurring entries. The Select Start and End Times window is displayed, revealing the hours of service covered by the slot.
  7. Amend the Start time and End time using the adjacent clock icons () to reflect the available slot revision, or type in the values directly 3.
  8. Amend the Effective from date for these hours of service, as required i.e. the date on which the available slot revision came into effect 4.
  9. Amend the Effective to date, as required, if a subsequent change to the hours of service is expected; a blank field means the current availability will be ongoing.
  10. Amend the Comments text, as required, to qualify the circumstances surrounding the revised hours of service availability.
  11. Click on Save. The revised hours of service are displayed in the active diary view, within the effective period.
  12. Repeat steps 5 through 11 to apply further changes to the remaining slots within the week, as appropriate.


Note

1 The Search Diary field will match against any element of the resource diary name.

2 The Slot based diary booking attribute assigned to the resource diary will determine the form label.

3 Only time period revisions that are still within the associated calendar structure can be recorded; the permitted time entry format is HH:MM.

4 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

To add an available slot to a resource diary

To create a resource diary

To create a calendar structure

To add a resource diary definition

To book unavailable time within a resource diary slot