To view resource diary bookings

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The procedure to view resource diary bookings 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 Booking Details. The Booking Details tab is activated, revealing all current bookings in the default Week view.
  4. Use the left () and right () scroll arrows to change between adjacent future and previous weeks. The active diary bookings are displayed to match the selection, including the unique reference number or contextual note for each entry.
  5. Optionally, click on Month or Day to adjust the period covered by the active diary view; the scroll arrow behaviour will match the selection i.e. 'Next Month', 'Previous Month', 'Next Day', 'Previous Day' 2.
  6. Optionally, click on Show full day to expand the diary view and include slots outside of standard business hours 3.
  7. Optionally, double-click on a booked 'unavailable' time slot to reveal further information; these details can be amended to reflect a known change of circumstances 4. This requisite step is covered separately in the topic To book unavailable time within a resource diary slot.
  8. Click on Close.


Note

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

2 When choosing to display the diary in Month view, overlapping bookings will be encapsulated within a single slot; clicking on the ellipsis icon (...) will reveal the individual entries in Day view.

3 To return to the default view, with diary bookings displayed within the working day only, click on Show business hours.

4 Only 'free time' bookings in advance of the current date can be amended; inspections and on-site repair appointments are available for viewing only.


See related topics...

To book unavailable time within a resource diary slot

To create a resource diary

To allocate a repair inspector

To allocate a contractor to a repair order

To rearrange a repair inspection appointment

To rearrange a repair order appointment