Creating Diary Events without Employees By Location

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Creating Diary Events without Employees By Location

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Select the Schedule Data tab from the left of the window.

Select the By Location tab from the top of the window. The application will display the By Location window showing details of the selected location, if any.

Select your location from the list displayed on the left of the window.

 

Creating Diary Event

Creating Diary Event

 

Select the contract you wish to create Diary Events for from the Contract drop down list at the top of the window.

Select the week that you wish to create Diary Events for by selecting the correct date. Schedule Data: By Location - Date Navigation

Select each of the days under one of the posts that you wish to create Diary Events for by clicking on them.

Click on the ‘Create’ button, if there has been more than one event type set up that can be scheduled to a post, the Choose Type window will be displayed.  

If there is only one event type set up that can be scheduled to a post the display the employee selection window will be displayed.

 

Choose Event Type

Choose Event Type

 

Select the event type required and click on the ‘Next’ button. The application will display the Set Times window. This will display the default times of the post set up in Location Data.

Click on the ‘Next’ button. You can accept the default times or specify alternative times.

 

Choose Event Times

Choose Event Times

 

The Choose Employee window will be displayed.

Ensure that the ‘Do Not Allocate an Employee’ button is ticked.  If it is not ticked, click on the field.

Click on the ‘Next’ button.

 

Choose Employee

Choose Employee

 

The application will now display the Save Diary Events window.  You can at this time enter a comment that will be saved against each of the events.

 

Save Diary Event

Save Diary Event

 

Click on the ‘Save’ button and the application will now create the events selected.

Repeat for each post set up for the location.