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Table f Cntents Chapter 1 - Scheduler Overview 1 Abut Scheduler 1 Peple 1 Linking Scheduler t the Membership Mdule 2 Lcatins 5 Equipment 8 Duties 11 Categries 13 Shaded Areas 15 Scheduler 17 Overview f the Scheduler Screen 17 Scheduler Main Screen 18 Display Optins 19 View by Date 20 View by Lcatin 22 View by Equipment 23 View by Persn 24 Event Grid 26 Calendar 26 Filtering 27 Lcatins 27 Equipment 29 Peple 30 Chapter 2 - Events 33 Events 33 Adding a New Event 34 New Event Screen Tabs 35 Editing r Deleting an Event 38 Mving an Event 39 Deleting an Event 39 Recurring Events 39 Edit Recurring Events 42 Finding Events 42 Cnflicting Events 43 Change the cnflict clrs 44 Exprting Events 45
Chapter 3 - Reprts 47 Reprts 47 Calendar 56 Event Reprt 58 Cnflict Reprt 60 Categry Reprt 62 Duty Reprt 63 Equipment Reprt 65 Lcatin Reprt 66 Peple Reprt 68 Chapter 4 - Optins 71 Scheduler Optins 71 General Tab 71 Refresh Data Tab 72 Tl Tip Tab 73
Chapter 1 Chapter 1 - Scheduler Overview Abut Scheduler T utilize all f the features f the Scheduler Mdule, yu must first enter certain infrmatin abut the lcatins, equipment, and peple t be scheduled. Once entered, yu will be able t restrict what displays n the Scheduler Main Screen (pg 18) and Reprts (pg 47) t certain categries, piece f equipment, lcatin r persn. All f these are ptinal and yu can mdify these settings and any ther Scheduler Optins (pg 71) at any pint. Peple Identify the individuals available as cntacts. The Scheduler Mdule is linked t The Peple File in the Membership Mdule. Peple wh are included in the Membership Mdule can be scheduled as cntacts fr an event, a lcatin r a piece f equipment. They can als be assigned duties fr a specific event. Select the peple available as cntacts: Click Setup frm the Scheduler Main Screen (pg 18). Then click Peple. - 1 -
Chapter 1 - Scheduler Overview The Peple screen will appear: The left side f the Peple screen has a list f all the peple that are included in the Membership Mdule. A checkmark in the bx beside the individual s name indicates that the persn is available fr use in the Scheduler Mdule. Up t 1000 peple may be marked as available in Scheduler. The General tab n the right side f the Peple screen shws: name, preferred name, street address, and phne number Any changes t the persnal infrmatin shwn will need t be made in the Membership Mdule. Linking Scheduler t the Membership Mdule All peple in the Church Windws Membership database are ptentially available fr use in the Scheduler Mdule, and up t 1000 peple may be marked t be available in Scheduler. An individual can be marked as available r deactivated fr the Scheduler Mdule in either the Scheduler Mdule r the Membership Mdule: Frm the Scheduler Mdule Frm The Initial Prtal f Church Windws chse Scheduler - 2 -
Chapter 1 - Scheduler Overview Click Setup Click Peple The Peple screen will appear: T activate an individual in Scheduler: Scrll t find the individual in the list n the left. Highlight their name. Click t put a checkmark in the bx beside the name. T deactivate the individual, uncheck the bx beside their name. - 3 -
Chapter 1 - Scheduler Overview Nte: If an individual is currently assigned Duties (pg 11) r as a cntact fr an event, Lcatins (pg 5) r piece f Equipment (pg 8), the prgram will warn yu that the individual is currently assigned. If yu cnfirm that yu want t remve the persn frm the schedule, then the persn will als be remved frm all events, equipment, r lcatins t which they are currently assigned. If yu need t The Individual Recrd t the Scheduler Mdule wh is nt currently in yur Membership database, yu will need t add them t The Peple File in the Membership Mdule. Once the individual is checked n the Peple screen, the Shw in Scheduler bx will be marked with a checkmark n The Individual Recrd in the Membership Mdule. If the checkmark is remved frm the bx beside an individual s name n the Peple screen, the checkmark will als be remved frm the Shw in Scheduler bx n the Individual Recrd in the Membership Mdule. Frm the Membership Mdule Frm The Initial Prtal f Church Windws chse Membership Frm the Quick Access Buttns in the center f the screen, chse Peple If the apprpriate family/individual recrd is nt pen, bring it t the screen using Persn Lkup, the Prir and Next buttns, r Using the Find Buttn. Click t check the Shw in Scheduler bx n The Individual Recrd. The persn will nw have a checkmark beside their name n the Peple screen in the Scheduler Mdule. If yu need t activate / inactivate a grup f peple, yu can use the Mass Edit feature f the Membership Mdule. Click the Reprt buttn if yu wish t print a list f the active peple in the Scheduler Mdule. This reprt can als be printed frm the Reprts menu in the Buttn Bar at the tp f the screen then clicking Peple Reprt (pg 68). - 4 -
Chapter 1 - Scheduler Overview Lcatins Identify the places t be tracked. The Scheduler Mdule gives yu the ptin f scheduling specific lcatins. Yu can assign each lcatin a cntact wh is respnsible fr the rm, categries it belngs t, r equipment that is stred in that lcatin. Fr instance, yu may have a Fellwship Hall, a Sanctuary, and several classrms yu'd like t track. T create, edit, r delete yur list f lcatins: Click Setup frm the Scheduler Main Screen (pg 18). Then click Lcatins. The Lcatins screen will appear: - 5 -
Chapter 1 - Scheduler Overview T add a new lcatin, click Add On the General tab: Name Enter the name in the bx. Ntes Yu may add any cmments in the sectin. Include in cnflict checking Click t put a checkmark in the bx if yu wuld like the Scheduler Mdule t ntify yu if this has been scheduled fr mre than ne event at the same time. Click t remve the checkmark if yu d nt want t be ntified f cnflicts. (The default is t Include in cnflict checking.) On the Categries (pg 13) tab: There will be a list f categries that yu can chse t assign. Click t put a checkmark beside ne r mre pertinent categries, if needed. On the Equipment (pg 8) tab: Shws the equipment that has been assciated with the highlighted lcatin. T change the equipment shwn, g t Setup Equipment (pg 8), highlight the equipment t be changed and click Edit. - 6 -
Chapter 1 - Scheduler Overview On the Cntacts tab: Yu have the ptin f assigning Peple (pg 1) that are respnsible fr the lcatin r equipment. Click n the Add / Delete Cntacts buttn t pen the Select Peple dialg bx: Click the apprpriate persn t highlight their name and then click the right buttn t add that name t the Selected Peple list. If yu need t add an individual t the Select Peple list, g t Setup and click Peple (pg 1). Clicking n the left buttn will remve the name frm the Selected Peple list. Click OK. The selected name(s) will appear in the bx n the Cntacts tab. T edit an existing lcatin: Highlight it and click Edit Mdify the existing infrmatin n the General, Categries r Cntacts tabs. - 7 -
Chapter 1 - Scheduler Overview T delete a lcatin: Highlight it and click the Delete buttn. The lcatin will be deleted frm the list. Yu will be warned if yu try t delete a lcatin that has been used n events. Click the Reprt buttn t print a listing f the lcatins. This reprt can als be printed frm the Reprts menu in the Buttn Bar at the tp f the screen then clicking Lcatin Reprt (pg 66). Click Save & Clse t save yur changes r Cancel t cancel all changes. Equipment Identify the shared resurces t be tracked. The Scheduler Mdule gives yu the ptin f tracking equipment. Yu can assign each a lcatin and a cntact wh is respnsible fr it. Yu can als indicate the categries t which that equipment belngs. Fr each event yu schedule, yu can als schedule the needed equipment. Fr instance, yu may have a prjectr, a DVD player, micrphnes, etc. T create, edit, r delete yur list f equipment: Click Setup frm the Scheduler Main Screen (pg 18). Then click Equipment. - 8 -
Chapter 1 - Scheduler Overview The Equipment screen will appear: T add a new piece f equipment, click Add. On the General tab: Name Enter the name in the bx. Ntes Yu may add any cmments in the sectin. Include in cnflict checking Click t put a checkmark in the bx if yu wuld like the Scheduler Mdule t ntify yu if this has been scheduled fr mre than ne event at the same time. Click t remve the checkmark if yu d nt want t be ntified f cnflicts. (The default is t Include in cnflict checking.) On the Categries (pg 13) tab: There will be a list f categries that yu can chse t assign. Click t put a checkmark beside ne r mre pertinent categries, if needed. - 9 -
Chapter 1 - Scheduler Overview On the Cntacts tab: Yu have the ptin f assigning Peple (pg 1) that are respnsible fr the lcatin r equipment. Click n the Add / Delete Cntacts buttn t pen the Select Peple dialg bx: Click the apprpriate persn t highlight their name and then click the right buttn t add that name t the Selected Peple list. If yu need t add an individual t the Select Peple list, g t Setup and click Peple (pg 1). Clicking n the left buttn will remve the name frm the Selected Peple list. Click OK. The selected name(s) will appear in the bx n the Cntacts tab. T edit an existing piece f equipment: Highlight it and click Edit Mdify the existing infrmatin n the General, Categries r Cntacts tabs. - 10 -
Chapter 1 - Scheduler Overview T delete a piece f equipment: Highlight it and click the Delete buttn. The equipment will be deleted frm the list. Yu will see a warning message if yu are deleting a piece f equipment that has been scheduled. Click the Reprt buttn t print a listing f the equipment available. This reprt can als be printed frm the Reprts menu in the Buttn Bar at the tp f the screen then clicking Equipment Reprt (pg 65). Click Save & Clse t recrd the changes r Cancel t discard any changes. Nte: Equipment can als be added when Adding a New Event (pg 34). Duties Identify the respnsibilities t be tracked. The Scheduler Mdule gives yu the ptin f setting up duties fr an event and then assigning peple t perfrm thse duties. Fr example, fr Sunday wrship, yu might need greeters, ushers, celebrant, etc. T create, edit, r delete yur list f duties: Click Setup frm the Scheduler Main Screen (pg 18). Then click Duties. - 11 -
Chapter 1 - Scheduler Overview The Duties screen will appear: T Add a new Duty: Click Add. Enter the desired duty name in the Name bx. Yu may add any cmments abut the duty in the Ntes sectin. Click Add again t enter the next duty. T Edit an existing entry: Highlight the duty t be edited. Click Edit t mdify its name r ntes. T Delete an existing entry: Highlight the duty. Click the Delete buttn. The duty will be deleted frm the list. - 12 -
Chapter 1 - Scheduler Overview If yu attempt t delete a duty that has been assigned t an event, the system will warn yu that the duty has been assigned. If yu cnfirm that yu want t delete the duty, the duty will als be remved frm all events t which it is currently assigned. Click the Reprt buttn t print a listing f the duties. (This reprt can als be printed frm the Reprts menu in the Buttn Bar at the tp f the screen then clicking Duty Reprt (pg 63).) Click Save & Clse t retain the duties entered r Cancel t discard them. Nte: Duties can als be added when Adding a New Event (pg 34). Categries Identify an rganizatinal structure. Categries are fr rganizing items in yur Scheduler Mdule. T be able t display and reprt n a grup f events, the events can be gruped int categries (Vlunteering, Classes, Cmmittee meetings, etc.). Yu define the categries that are needed. T create, edit, r delete yur list f categries: Click Setup frm the Scheduler Main Screen (pg 18). Then select Categries. - 13 -
Chapter 1 - Scheduler Overview The Categries screen will appear: T Add a new Categry: Click Add Enter the desired categry name in the Name bx. Yu may add any cmments abut the categry in the Ntes sectin. A clr will be assigned fr this categry. If yu wish t change the clr, click the Select Clr buttn. A clr palette will pen fr yu t make a selectin. This clr will be used n the display screen. Click Add again t enter the next Categry. T Edit an existing entry: Highlight the categry and click Edit Mdify its Name, Ntes r clr as desired. - 14 -
Chapter 1 - Scheduler Overview T Delete an existing entry: Highlight the categry and click the Delete buttn. The categry will be deleted frm the list. Nte: Deleting a categry des nt delete the individual events scheduled with that Categry. T delete events, see Deleting an Event (pg 39). Click the Reprt buttn t print a listing f the categries. This reprt can als be printed frm the Reprts menu in the Buttn Bar at the tp f the screen then clicking Categry Reprt (pg 62). Click Save & Clse t save yur entries r Cancel t discard yur changes. Shaded Areas Identify particular times withut creating events. If yu have certain times that yu want t highlight n the grid withut entering an event, yu can use this feature. Yu can still schedule an event during the shaded perid. The time will be shaded n the grid in the View by Date (pg 20) display (either Day r Week) until it is deleted. T create, edit r delete shaded areas: Click Setup frm the Scheduler Main Screen (pg 18). Then select Shaded Areas. An Optins screen will appear: - 15 -
Chapter 1 - Scheduler Overview Click Add t create a new shaded area: Area Name Enter a name in the bx. Captin If yu wuld like text t appear in the shaded area n the grid, enter text int the bx. Select the days f the week that yu wuld like the grid shaded by clicking in the bxes under each day t put a checkmark. Enter the Start and End Times. Click the Edit Clr buttn t chse a clr t display n the grid fr the time range entered. T edit a previusly created shaded area: Highlight the name t be changed n the left side f the screen. The ptins n the right side f the screen will be available t be revised. - 16 -
Chapter 1 - Scheduler Overview T delete a shaded area: Highlight the name t be deleted in the bx n the left side f the screen. Click Delete. When yu have finished entering / editing shaded areas, click OK t save r Cancel t return t the Scheduler Main Screen (pg 18) withut making any changes. Once these have all been set up, yu are ready t start Adding a New Event (pg 34). Scheduler The Scheduler Mdule f Church Windws is a prgram that will allw yu t schedule meetings r events. Sme f the functins f the Scheduler Mdule include: Recrd details fr each event such as: date, time, Lcatins (pg 5), Categries (pg 13), Equipment (pg 8) needed, and Peple (pg 1) invlved. Links t The Peple File in the Membership Mdule t assign peple Duties (pg 11) fr the scheduled meetings r events. View events in varius ways, such as View by Equipment (pg 23) r View by Persn (pg 24). The prgram will als ntify yu f Cnflicting Events (pg 43), such as when needed equipment is already scheduled t be used smewhere else. Exprting Events (pg 45) t vcal frmat which can then be imprted int Outlk, Palm Desktp and ther calendar prgrams. Overview f the Scheduler Screen Frm The Initial Prtal f Church Windws chse Scheduler The Scheduler Main Screen (pg 18) will pen as fllws: - 17 -
Chapter 1 - Scheduler Overview There are 4 sectins t the Scheduler Main Screen (pg 18): 1. The bar acrss the tp cntains ptins t chse what yu wuld like t display. Yu can click back and frth between them t View by Date (pg 20), View by Lcatin (pg 22), View by Equipment (pg 23), r View by Persn (pg 24). 2. The left half f the screen is a grid. Yu can begin Adding a New Event (pg 34) directly n the grid. 3. The upper right sectin f the screen is a calendar. The default view is the current mnth but yu can change this in Scheduler Optins (pg 71). Tday s date will be circled in red n the calendar. If yu are n a day r week view, the date(s) being displayed n the grid will be shaded in blue n the calendar. 4. The bttm right sectin f the Scheduler Main Screen (pg 18) is the Filtering (pg 27) sectin, which allws yu t limit the event Categries (pg 13), Equipment (pg 29), Lcatins (pg 27), r Peple (pg 30) that appear n the display. The default filter is All. Scheduler Main Screen Frm The Initial Prtal f Church Windws chse Scheduler. The Scheduler main screen will pen as fllws. There are 4 sectins t the screen: - 18 -
Chapter 1 - Scheduler Overview 1. Display Optins The bar acrss the tp cntains tw grups f settings t chse hw yu wuld like t view the grid prtin f the screen: Hw t view the calendar grid, either by: Day Week Mnth - 19 -
Chapter 1 - Scheduler Overview Hw t view the events, yu can chse frm: View by Date When yu first pen the SchedulerMdule, the initial screen view will default t shw the grid in View by Date mde by Day, hwever yu may g t the Scheduler Optins (pg 71) and change this default t Week r Mnth. Day In Day view, the selected day will appear as a grid with events and times scheduled fr each event fr the date shwn. - 20 -
Chapter 1 - Scheduler Overview Week The Week view will shw the events scheduled fr the selected week and the times fr each event. - 21 -
Chapter 1 - Scheduler Overview Mnth Under the Mnth view, nly the days and events (n times) will appear. If yu have multiple events scheduled n the same day, the Mnth view may appear cut ff sme f the events. Using the Filtering (pg 27) sectin n the right side f the screen, yu can limit the Event Grid display t shw nly certain events: The Filtering drpdwn buttn allws yu t select ne f yur event Categries (pg 13). The default is All. The Filter Lcatins (pg 27)/Equipment (pg 29)/Peple (pg 30) buttn and placing checkmarks by desired selectins, yu can als limit the display t nly certain events. Yu must select at least ne item in rder fr the gird t display. The Shw scheduled nly checkbx will further limit the display by hiding unscheduled items. View by Lcatin If yu have created multiple Lcatins (pg 5), yu may chse t View by Lcatin. There are tw - 22 -
Chapter 1 - Scheduler Overview additinal view ptins fr this chice: Under the Day ptin, the grid will have clumns fr each lcatin and the times that each lcatin is being used: The Week r Mnth ptin will shw the lcatins and the times that each lcatin is being used fr the selected week r mnth. Using the Filtering (pg 27) sectin n the right side f the screen, yu can limit the Event Grid display t shw nly certain events: The Filtering drpdwn buttn allws yu t select ne f yur event Categries (pg 13). The default is All. The Filter Lcatins (pg 27)/Equipment (pg 29)/Peple (pg 30) buttn and placing checkmarks by desired selectins, yu can als limit the display t nly certain events. Yu must select at least ne item in rder fr the gird t display. The Shw scheduled nly checkbx will further limit the display by hiding unscheduled items. View by Equipment If yu have identified Equipment (pg 8) t be used, yu may chse t View by Equipment. The grid will shw each piece f equipment as a clumn and the times that each piece f equipment is being used: - 23 -
Chapter 1 - Scheduler Overview Using the Filtering (pg 27) sectin n the right side f the screen, yu can limit the Event Grid display t shw nly certain events: The Filtering drpdwn buttn allws yu t select ne f yur event Categries (pg 13). The default is All. The Filter Lcatins (pg 27)/Equipment (pg 29)/Peple (pg 30) buttn and placing checkmarks by desired selectins, yu can als limit the display t nly certain events. Yu must select at least ne item in rder fr the gird t display. The Shw scheduled nly checkbx will further limit the display by hiding unscheduled items. Nte: The Week and Mnth views are nt available when yu select t View By Equipment. View by Persn If yu have identified Peple (pg 1) t be cntacts r assigned duties, yu may chse t View by Persn. The grid will shw a clumn fr each persn and the times that persn is scheduled: - 24 -
Chapter 1 - Scheduler Overview Using the Filtering (pg 27) sectin n the right side f the screen, yu can limit the Event Grid display t shw nly certain events: The Filtering drpdwn buttn allws yu t select ne f yur event Categries (pg 13). The default is All. The Filter Lcatins (pg 27)/Equipment (pg 29)/Peple (pg 30) buttn and placing checkmarks by desired selectins, yu can als limit the display t nly certain events. Yu must select at least ne item in rder fr the gird t display. The Shw scheduled nly checkbx will further limit the display by hiding unscheduled items. Nte: Week and Mnth views are nt available when yu select t View By Persn. - 25 -
Chapter 1 - Scheduler Overview 2. Event Grid The left prtin f the screen is a grid view f the scheduled events fr each Day, Week, r Mnth. The Display Optins (pg 19) abve will allw yu t alter exactly what yu are able t see and hw t interact with this grid. Yu can begin Adding a New Event (pg 34) directly n the grid. 3. Calendar In the upper right sectin f the screen is a small calendar. The default view is the current mnth but yu can change this in Scheduler Optins (pg 71). Tday s date will be circled in red n the calendar. If yu are n a Day r Week view, the date(s) being displayed n the grid will be shaded in blue n the calendar: T navigate thrugh time using this calendar, yu can: Use the arrws at the tp t mve between mnths. Click n a particular day t view it. Click the Tday buttn t return t tday's date. Click the G t buttn and enter the specific date yu want t view. - 26 -
Chapter 1 - Scheduler Overview 4. Filtering The lwer right sectin f the screen is the Filtering sectin, which allws yu t limit the events that appear n the grid by Categries (pg 13), Lcatins (pg 27), Equipment (pg 29), r Peple (pg 30). The default filter is All. Event Categry Each f the display views allw yu t limit the display t specific event Categries (pg 13) if yu have created categries and assigned them t events. Use this drpdwn buttn t select the Categry yu want t display. Shw scheduled nly Click t put a checkmark in this bx t display t nly thse lcatins/equipment/peple that have been assigned fr the events ccurring during the time perid displayed. View by Lcatin (pg 22), View by Equipment (pg 23), r View by Persn (pg 24) will each have the crrespnding filtering ptins: Lcatins If yu have selected the View by Lcatin (pg 22) display fr the grid, yu can als restrict the display t ne r mre Lcatins (pg 5). Click the Filter Lcatins buttn. The Select Lcatin(s) screen will appear: - 27 -
Chapter 1 - Scheduler Overview The Select Lcatin(s) screen lists all f the Lcatins (pg 5) that have been created. T include all f the lcatins in the view, click the Check All buttn. Click the Uncheck All buttn t clear the bxes beside the lcatins n the left side f the screen. T limit the view t ne r mre lcatins, click the bx beside the desired lcatins t put a checkmark (remve the checkmark). The Select Lcatin(s) screen als allws yu t limit the lcatins by selecting a Categry. Then, nly thse lcatins that have been assigned t that categry will be displayed. Click the drpdwn buttn in the Select lcatin(s) in categry bx t chse a categry. Click OK t clse the Select Lcatin(s) screen. The View by Lcatin display will nw nly include the lcatins yu have chsen. Click the Remve All Filters buttn t restre all events t the display. T change the lcatins listed n the Select Lcatins screen, g t Setup, and select Lcatins (pg 5). - 28 -
Chapter 1 - Scheduler Overview Equipment If yu have selected the View by Equipment (pg 23) display fr the grid, yu can als restrict the display t ne r mre pieces f Equipment (pg 8). Click the Filter Equipment buttn. The Select Equipment screen will appear: The Select Equipment screen lists all f the Equipment (pg 8) that has been entered. T include all f the equipment in the display, click the Check All buttn. Click the Uncheck All buttn t clear all the bxes. T limit the view t ne r mre pieces f equipment, click the bx(es) beside the desired equipment t put a checkmark (remve the checkmark). The Select Equipment screen als allws yu t limit the display by selecting a Categry. - 29 -
Chapter 1 - Scheduler Overview Then, nly thse pieces f equipment that have been assigned t that categry will be displayed. Click the drpdwn buttn in the Select equipment in categry bx t chse a categry. Click OK t clse the Select Equipment screen. The View by Equipment display will nly include the pieces f equipment that yu have chsen. Click the Remve All Filters buttn t restre all events t the display. T change the equipment listed n the Select Equipment screen, g t Setup, and select Equipment (pg 8). Peple If yu have selected the View by Persn (pg 24) display fr the grid, yu can als restrict the display t ne r mre individuals. Click the Filter Peple buttn. The Select Peple screen will appear: - 30 -
Chapter 1 - Scheduler Overview The Select Peple screen lists all f the Peple (pg 1) that are active in the SchedulerMdule. T include all peple in the display, click the Check All buttn. Click Uncheck All t clear the buttns beside the individuals listed n the left side f the screen. Click t put a checkmark in the bxes beside the names f the individuals t be displayed. Click OK t clse the Select Peple screen. The View by Persn display will nly include the peple yu have chsen. Click the Remve All Filters buttn t restre all events t the display. T change the peple listed n the Select Peple screen, g t Setup, and select Peple (pg 1). - 31 -
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Chapter 2 Chapter 2 - Events Events There are tw ways t add a new event t the Scheduler grid: Click T create an event f the default duratin, duble-click n the spt n the grid that yu wuld like the event t appear. Drag T create an event f a particular duratin, drag ut an area n the grid by clicking n the start time and hlding the muse buttn dwn while yu drag t the end time. This shuld highlight the desired area n the schedule. Nw press the Enter key. Either will then pen the New Event screen: - 33 -
Chapter 2 - Events Nte: Yu cannt add events if the Scheduler Main Screen (pg 18) display is set t View by Persn (pg 24). Click t change the display t ne f the ther views (View by Date (pg 20), View by Equipment (pg 23) r View by Lcatin (pg 22)). Adding a New Event Descriptin Enter a brief descriptin f the event in the bx. The infrmatin that yu type here will appear n the grid and reprts abut this event. Start Date This will default t the date yu clicked n in the grid, but yu can change it if needed. Yu can type in the date (Use a MMDDYYYY date frmat WITHOUT slashes.) r click the calendar drpdwn buttn t bring up a calendar. Click the desired start date n the calendar. Yu can mve thrugh the mnths n the calendar by using the arrw buttns at the tp f the calendar. Start Time Will represent the time yu had selected n the grid, but yu may change it if needed. Yu can use the arrw buttns t advance the hurs r type in the time. All day event If the event will last the entire day, click t put a checkmark in the bx. These events will appear n the grid in the gray space at the tp. Reminder Alarm When yu check this bx it will prvide yu with a pp up reminder. Yu can set the amunt f time befre the event that the reminder will be displayed. Nte: Reminder alarms can nly display at the desired time if the Scheduler Mdule is running when the reminder time ccurs. - 34 -
Chapter 2 - Events End Date and End Time Enter if needed. The End Date will default t the same date as the Start Date. If yu pened the event by duble-clicking n the hur the event is t begin, the End Time will default t the end time frame set n the Scheduler Optins (pg 71) screen. New Event Screen Tabs Lcatins If desired, use this tab t schedule Lcatins (pg 5) fr this event: Click the Change Event's Lcatins buttn t pen the Select Lcatin dialgue bx. Click the bx(es) beside the desired lcatin(s) t add them t the event t put a checkmark in the bx. Yu can limit the Equipment listed t thse in a particular categry by clicking n the drpdwn buttn in Select Equipment in Categry t chse ne f yur Categries (pg 13).Use the Check All r Uncheck All buttns, if needed. Yu can select lcatins frm ne f yur Categries (pg 13). Use the Check All r Uncheck All buttns, if needed. T add a new lcatin, click the Setup Lcatins (pg 5) buttn. After the lcatin has been added n the Lcatins screen, it will appear in the drpdwn list f lcatins. Cntacts If desired, use this tab t add Peple (pg 1) fr the event: Click the Change Event s Cntacts buttn t pen the Select Peple dialg bx. Click the desired name(s) t highlight and then click the right arrw t add the name t the Selected Peple bx. T remve a name frm the Selected Peple bx, highlight the name and click the left arrw. Click OK t clse the Select Peple dialg bx and add the name(s) t the Cntacts tab. Equipment If desired, click the tab t schedule Equipment (pg 8) fr the event: Click the Change Event s Equipment buttn t pen the Select Equipment dialg bx. - 35 -
Chapter 2 - Events Click the bx(es) beside the desired equipment t add the equipment t the event t put a checkmark in the bx. Yu can limit the Equipment listed t thse in a particular categry by clicking n the drpdwn buttn in Select Equipment in Categry t chse ne f yur Categries (pg 13). Use the Check All r Uncheck All buttns, if needed. Click OK t clse the Select Equipment dialg bx and add the equipment t the Equipment tab. If yu need t add a new piece f equipment that had nt previusly been entered n the schedule, click the Setup Equipment buttn. The Equipment screen will pen and yu can add the new piece f equipment. When yu return t the Equipment tab f the Event Screen, click the Change Event s Equipment buttn t add the equipment t this event. Categries If desired, click this tab t assign Categries (pg 13) fr the event: Click the Change Event s Categries buttn t pen the Select Categry(ies) dialg bx. Check the desired categry(ies). Click OK t clse and add the Categry(ies). If yu need t add a new categry nt already listed in the Scheduler, click the Setup Categries buttn. The Categriesscreen will pen and yu can add the new categry. When yu return t the Categries tab f the Event Screen, click the Change Event s Categries buttn t add the categry t this event. Ntes Click this tab t add any ther infrmatin r cmments abut this event, as needed. Duties This tab will allw yu t list Duties (pg 11) that will be needed fr this event. It als allws yu t assign Peple (pg 1) t thse duties: - 36 -
Chapter 2 - Events Click the + Add Duty buttn t select duties fr this event. Select the Duty t be added frm the drpdwn. In the # bx beside the duty, type in the number f peple wh shuld be assigned that task. The default will be ne. This enables the prgram t prduce reprts that list events with duties that have nt been assigned. Next, click the Assigned Peple drpdwn t pen the Select Peple dialg bx. Click the desired name(s) t highlight and then click the right arrw t add the name t the Selected Peple bx. T remve a name frm the Selected Peple bx, highlight the name and click the left arrw. Click OK t clse the Select Peple dialg bx and add the name(s) t the Assigned Peple n the Duties tab. If yu need t add a Duty that has nt already been added t Scheduler, click the Setup Duties buttn. The Duties screen will pen and yu can add the new duty. When yu return t the Duties tab f the Event screen, click Add Duty. The new duty will appear in the drpdwn list under Duty. T delete a duty frm the event, click t put a checkmark in the bx t the left f the duty t be deleted. Click n the Delete Checked buttn. If this event will be repeated, click Recurrence at the tp f the screen. The Recurring Events (pg 39) screen will pen. - 37 -
Chapter 2 - Events Click Save & Clse t enter the event n the grid. Nte: If there is a lcatin, equipment r persn cnflict with an existing event at the scheduled time, a Cnflict warning message will appear describing the cnflict and asking if yu want t Save anyway. If this is a recurring event, click the View / Print Cnflicts buttn t see a Cnflict Reprt (pg 60). If yu chse t save the Cnflicting Events (pg 43), the event will appear n the grid with a clred bar at the tp until the cnflict is reslved. If yu chse t reslve the cnflict right away, yu will be returned t the New Event screen. Editing r Deleting an Event T make mdificatins after Adding a New Event (pg 34), use the Scheduler Main Screen (pg 18) t adjust the event yu need t edit. Duble-click the event t pen the Event screen. (Or, yu can right-click the event and chse Edit.) If the event is set up as a recurring event, a screen will pen asking yu t select either Open entire series r Open this event nly: (If yu chse t pen this event nly, yu will nt be able t Edit Recurring Events (pg 42).) - 38 -
Chapter 2 - Events On the Event screen, all f the fields can be edited (this screen is the same as the ne used fr Adding a New Event (pg 34)). Make any desired mdificatins and click Save & Clse. Click Cancel t clse the Event screen withut saving any f the changes. Mving an Event If yu need t change a scheduled event t a different date r time, there are a cuple f ways t mve an event, first, g t the riginal date and time f the event n the Scheduler Main Screen (pg 18) then either: On the grid, simply drag and drp the event t the new time. OR Duble-click the event t pen the Event screen. Make the date and/r time change(s). Click Save & Clse. The grid will be refreshed t reflect the new date r time. Deleting an Event After Adding a New Event (pg 34), if yu find that Editing r Deleting an Event (pg 38) is nt sufficient, there are three ways t delete an event, either: 1. Open the event frm the Scheduler Main Screen (pg 18) and click the Delete buttn n the Event screen. 2. Right-click the event in the grid and select Delete frm the menu. 3. Select an event n the grid and press the Delete key n the keybard. If the event is a Recurring Events (pg 39), yu will be asked t Delete this event nly r Delete the series. Recurring Events An event can be set up as repeating peridically when yu are initially Adding a New Event (pg 34) r later by Editing r Deleting an Event (pg 38). - 39 -
Chapter 2 - Events Click the Recurrence buttn at the tp f the screen: The Recurrence screen will pen: - 40 -
Chapter 2 - Events Recurrence Pattern select hw ften the event will repeat: Daily Select whether the event will repeat every day, every weekday, r in an interval that yu create (fr example, every 3 days). Weekly Indicates that the event shuld repeat every week (r in an interval that yu specify such as every 2 weeks) and which day f the week the event shuld repeat. Mnthly Chse between having the event repeat n a specific day f the mnth (day 8 fr example) r n specific day f a specific week f the mnth (the first Tuesday) and hw frequently (every mnth r every 3 mnths). Yearly Allws yu t repeat the event nce a year n a specific date (February 7) r n a specific day f a specific mnth (the First Tuesday in February). Range f Recurrence The Start date selectin will represent the first ccurrence f the event. Yu can chse t end the recurrence either after a certain number f ccurrences, r n a particular End by date. Click OK t save yur new recurrence infrmatin r click Cancel t discard the changes yu have entered. - 41 -
Chapter 2 - Events The infrmatin yu entered n the Recurrence screen will be summarized n the Event Screen. Recurring events will be indicated with a recurring icn beside the event descriptin n the grid. Edit Recurring Events When yu duble-click an existing Recurring Event n the grid, a dialg bx will appear telling yu that the event is part f a series. The screen will then ask whether yu want t pen the entire series r this event nly. Click the radi buttn beside yur desired chice and click OK: Open entire series Yu can edit nt nly this date but als all f the future events in the series and the recurrence infrmatin. Open this event nly Any changes yu make t the event will affect the selected date nly. The ther events in the series will remain unchanged. T make this event a ne-time ccurrence: Click the Recurrence buttn at the tp f the screen. When the Recurrence screen pens up, click Remve Recurrence. Click Save & Clse t remve all dates frm the series except the date being edited. Finding Events If yu wuld like t find a particular event n the calendar yu can d s by clicking the Find frm the tp menu then click Find Events. Yu can als press CTRL and F keys n yur keybard. The Find Events windw will appear: - 42 -
Chapter 2 - Events Type the text yu are lking fr in the Search fr Wrd(s) bx. Click Find t start yur search, the events meeting the criteria will be listed in the Results bx belw. If yu wuld like t search in bth the subject and ntes fields, then click the bx in frnt f Include Ntes in search. Yu may further refine yur search by making selectins in the Time Event Starts and/r Categry drpdwn bxes. Cnflicting Events The Scheduler Mdule will warn yu if yu attempt t schedule an event that cnflicts with anther event s Lcatins (pg 5), Equipment (pg 8) and/r Peple (pg 1). Fr ne r bth events, Editing r Deleting an Event (pg 38) will be necessary t reslve the cnflict. Yu will be asked yu if yu wuld like t reslve the cnflict r save it anyway. If yu chse t save anyway, then bth events will shw with a clred bar at the tp t indicate the type f cnflict. - 43 -
Chapter 2 - Events T figure ut what each clr represents, click Cnflict Clrs at the tp f the Scheduler screen t pen a legend shwing the clrs and what cnflict they indicate. If yu like, yu can change the clr assigned t a specific cnflict type. Change the cnflict clrs Click Cnflict Clrs in the Buttn Bar at the tp f the screen. Click in the bx f the cnflict type yu wish yu change. - 44 -
Chapter 2 - Events A clr palette will pen: Yu can select a Basic Clr by clicking in the bx r yu can als create a custm clr. T return t the default clrs, click Restre Default Clrs at the bttm f the Cnflict Clrs list. T print a list f the cnflicts fr a range f time, click Reprts then Cnflict Reprt (pg 60). Exprting Events After Adding a New Event (pg 34) in the Scheduler Mdule, yu can exprt yu event(s) t vcal fr imprting int ther prgrams. Frm The Initial Prtal f Church Windws chse Scheduler. Click File in the Buttn Bar at the tp f the screen Chse Exprt t vcal file. - 45 -
Chapter 2 - Events An Exprt Events dialg bx will pen: Enter the date range fr the exprt by entering dates in Start Date and End Date. The Save As screen will pen. The default file name will be [ChurchName]Scheduler.vcs. Select the flder t save the file t. Click Save. Fllw instructins in the ther prgram t imprt the file, remembering that the file type is vcal r VCS. - 46 -
Chapter 3 Chapter 3 - Reprts Reprts The Scheduler Mdule f Church Windws ffers the fllw types f reprts: Calendar (pg 56), Event Reprt (pg 58), Cnflict Reprt (pg 60), Categry Reprt (pg 62), Duty Reprt (pg 63), Equipment Reprt (pg 65), Lcatin Reprt (pg 66), and Peple Reprt (pg 68): As yu create these reprts, yu will ntice that yu generally have the same ptins fr each reprt. Chse any f the fllwing tabs t apply additinal settings: Cntent Tab Mst Scheduler reprt ptins screens have a Cntent Tab that allws yu t chse what will appear n the reprt. Click t put a checkmark in the bxes beside the infrmatin yu wuld like t appear n the reprt. Click again t remve the checkmark fr infrmatin t be excluded: - 47 -
Chapter 3 - Reprts Frmat Tab Mst Scheduler reprt ptins screens have a Frmat tab that gives yu chices abut the page arrangement, page numbering, and header. - 48 -
Chapter 3 - Reprts Page Arrangement Chse whether t print multiple items per page r print ne item per page. If yu chse multiple items per page, then yu can have the reprt draw lines between items t imprve readability. Click t put a checkmark in the Draw lines between bx if yu prefer lines. Page Numbers Chse Nne, Tp, r Bttm frm the drpdwn menu by Psitin. The default psitin is Nne. If yu chse Tp r Bttm, then yu als need t select an Alignment ( left, right r center) and Style frm the drpdwn menus. Header Allws yu t rename the reprt. Type the desired name in the Text bx. Select between N Header, First Page Only r All Pages by clicking in the radi buttn beside the desired ptin. - 49 -
Chapter 3 - Reprts Include current date / time in reprt fter Click t put a checkmark in the bx if yu wuld like this infrmatin t appear n the reprt. Selectins Tab The Selectins Tab n the Event Reprt (pg 58) and Calendar (pg 56) Reprt allws yu t limit the reprt t nly thse events that meet specified criteria. This can be a very pwerful feature fr creating very specific reprts. T limit the reprt criteria, click t put a checkmark beside the desired item(s): Lcatins (pg 5), Categries (pg 13), Equipment (pg 8), Cntacts ( Peple (pg 1)), Duties (pg 11), and/r Duty Assignments ( Peple (pg 1)) - 50 -
Chapter 3 - Reprts Fr each bx yu check, click the buttn t the right t pen the selectin dialg bx. On the selectin screen, yu will see a list f all f the available items fr yur selectin criteria; fr example, Select Lcatin(s): Make yur Filtering (pg 27) selectins by checking r unchecking the desired ptins fr each item. If yu make n selectins fr the item, the reprt will display All ptins. Yu can use the drpdwn at the bttm f the selectins windw t limit the items t thse in a particular categry. Click OK when finished r Cancel t discard selectins. - 51 -
Chapter 3 - Reprts The selected criteria will nw shw n the Selectin tab; fr example: There is als an ptin t Shw nly events where duty assignments are nt cmplete. If yu have entered the number f peple required t fulfill each duty n the events, then yu can use this ptin t get a list f Duties (pg 11) that still require peple t perfrm them. Fr instance, yu have added a duty f Aclyte fr a wrship service and have indicated that fur peple are needed fr the service, but nly tw have been assigned. If yu check this ptin yu will see that the event needs tw mre Aclytes. Selectins Tab criteria examples 1. See all f the events in tw categries Click the checkbx next t Categries (pg 13). Click the Categries buttn. Click Uncheck All, click the tw categries yu wuld like t include and click OK. The reprt will nw shw nly events in these tw categries. 2. See all f the events that have nt yet been given a lcatin - 52 -
Chapter 3 - Reprts Click the checkbx next t Lcatins (pg 5). Click the Lcatins buttn. Click Uncheck All and click OK. The reprt will nw shw events that have n lcatin assignment. 3. See all the events that still need peple fr their Duties (pg 11) Click the Shw nly events where duty assignments are nt cmplete checkbx. The reprt will nw shw thse events that need mre peple fr their duties. 4. Smene has signed up fr Duties (pg 11) n several events and wuld like a printut indicating where t be when Click the checkbx next t Duty Assignments Then click the Duty Assignments buttn. Chse the persn r peple yu wuld like printuts fr. Near the tp f the screen, chse Duty Assignments frm the Grup by drpdwn menu. Yu may als want t g t the Frmat tab and chse Print ne item per page. The reprt will then print ne r mre pages listing the events fr each persn. Fnts Tab Change the size and style f the fnt that prints n the reprt by clicking the Fnts tab, chsing the Page Header, Clumn Headings, and/r Bdy Text settings, and applying yur selectins. - 53 -
Chapter 3 - Reprts Chse the setting fr the item yu wish t change, and anther screen will appear fr yu t change the fnt. Change t the desired fnt settings and click OK. When yu click OK, a sample set f text will shw yu hw the reprt text will print due t the selectins yu made. Click Reset t Default t change all fnts t their riginal settings. Page Setup Buttn Click Page Setup t adjust paper size, page rientatin, and/r margin settings. The Page Setup dialg bx will appear: - 54 -
Chapter 3 - Reprts Paper Size If yur printer supprts multiple paper sizes, yu will see the available ptins in the drpdwn list. Make yur selectin by clicking n the drpdwn buttn, then clicking n yur chice. Orientatin Chse between prtrait r landscape using the radi buttn. Margins in inches Yu may adjust the left, right, tp r bttm margins, if yu wish. Click OK clse the Page Setup dialg bx and keep yur changes, r click Cancel t clse the bx and discard yur changes. Print Buttn When yu have finished making the selectins available t yu n the Scheduler reprting screen, click the Print buttn t cmpile the reprt n the Print Preview screen. Church Windws defaults t yur Windws default printer. T change this printer, click the Printer buttn. A dialg bx will pen up; click the drpdwn buttn t select a different printer. Only printers that have been installed n yur lcal cmputer will be available t select. - 55 -
Chapter 3 - Reprts If yu d nt wish t cntinue prducing the reprt, click the red X Clse buttn at the tp right. Calendar This reprt will allw yu t print yur events in a Calendar frmat. Yu can chse either a mnthly Calendar r a weekly Calendar. The mnthly Calendar will shw the selected events fr the specified mnth n ne page. The weekly Calendar will have seven clumns with the events fr each day reflected in the apprpriate clumn. All day events will appear first in either frmat. T view r print the Calendar: Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Calendar The Calendar Optins screen will appear: - 56 -
Chapter 3 - Reprts Layut Select either Mnth r Week by clicking n the apprpriate radi buttn. Mnth Select the mnth t be printed by clicking n the drpdwn buttn. The default will be the current calendar mnth. Week Starting If yu selected the Week frmat, then click n the drpdwn buttn t pick the desired week. Year Select the year t be printed. The default will be the current year. Chse any f the fllwing tabs t apply additinal settings: Cntent Tab (pg 47) Click t put a checkmark in the bx beside Start Time if yu wuld like the time included n the printed calendar. If the bx is left blank, the Calendar will nly include the names f the Events. If yu wuld prefer that the time be listed first, fllwed by a descriptin f the event, then click t put a checkmark in the Shw time befre subject bx. If this bx is nt checked, the time will fllw the descriptin f the event. If yu want t shw the Lcatin f an event, click t put a checkmark in the bx beside Lcatin. Yu als have the ptin t change the wrding f the heading by entering yur wn text in the bx labeled Calendar Heading. Selectins Tab (pg 50) Allws yu t limit the events that print n the reprt. Fnts Tab (pg 53) Select different style and size ptins fr the text. Nte: The prgram will keep the settings yu select fr the next time yu print the reprt (except fr thse made n the Selectins Tab (pg 50)). Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. - 57 -
Chapter 3 - Reprts Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). Event Reprt The Event Reprt is prbably the mst pwerful reprt in Scheduler. Yu can pick and chse the event infrmatin that yu want t see, grup the infrmatin in varius ways, and if needed, filter the events t just the nes yu want t see. This reprt shws the events in chrnlgical rder fr the date range specified. T view r print the Event Reprt: Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Event Reprt The Event Reprt Optins screen will appear: - 58 -
Chapter 3 - Reprts Select a date range: Enter the date range fr the reprt in the Start Date and End Date fields. Grup by: Select hw yu want the events arranged n the reprt by clicking n the drpdwn buttn. Yu can chse t grup by Categry, Cntacts, Date, Duties, Duty Assignments, Equipment r Lcatin. If yu chse t grup the events, yu will als be able t chse t Include nly thse with events. Fr instance, if yu chse t grup by Categry, and check the Include nly thse with events bx, then the reprt will nt print the categries that d nt cntain events. Chse any f the fllwing tabs t apply additinal settings: Cntent Tab (pg 47) Allws yu t chse what will appear n the reprt. Yu can pick and chse the details yu wuld like t see by checking / unchecking the items n this tab. Frmat Tab (pg 48) Allws yu t select different page arrangements, page numbering, and header ptins. - 59 -
Chapter 3 - Reprts Selectins Tab (pg 50) Allws yu t limit the events that print n the reprt. Nte: The prgram will keep the settings yu select fr the next time yu print this reprt (except fr thse made n the Selectins Tab). Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). Cnflict Reprt The Cnflict Reprt will list each f the Cnflicting Events (pg 43) during the date range selected. Fr each event, the reprt will list the cnflicts (Equipment, Lcatin, r Peple r a cmbinatin ). T view r print the Cnflict Reprt: Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Cnflict Reprt - 60 -
Chapter 3 - Reprts The Cnflict Reprt screen will pen: Select a date range: Enter the date range fr the reprt in the Start Date and End Date fields. Frmat Tab (pg 48) Allws yu t select different page arrangements, page numbering, and header ptins. Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). Nte: Editing r Deleting an Event (pg 38) will be necessary t change ne r mre events t reslve the Cnflicting Events (pg 43). - 61 -
Chapter 3 - Reprts Categry Reprt The Categry Reprt is a simple listing f all (r selected) Categries (pg 13) that have been created in the Scheduler Mdule. T view r print the Categry Reprt: Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Categry Reprt The Categry Reprt Optins screen will pen: Select the Categries t include n the reprt by checking r unchecking the bxes beside each categry. - 62 -
Chapter 3 - Reprts Nte: If yu have a clr printer and yu chse t include clr in the reprt, yu can use this reprt t print a clr legend fr the events n the grid. Chse any f the fllwing tabs t apply additinal settings: Cntent Tab (pg 47) Allws yu t chse what will appear n the reprt. Yu can pick and chse the details yu wuld like t see by checking / unchecking the items n this tab. Frmat Tab (pg 48) Allws yu t select different page arrangements, page numbering, and header ptins. Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). T revise the infrmatin fr each Categry, click Setup and then Categries (pg 13) frm the Scheduler Main Screen (pg 18). Duty Reprt The Duty Reprt is a listing f all (r selected) Duties (pg 11) that have been created in the Scheduler Mdule. T view r print the Duty Reprt: Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Duty Reprt - 63 -
Chapter 3 - Reprts The Duty Reprt Optins screen will pen: Select which Duties t include n the reprt using checkmarks beside the names f thse t be included. Chse any f the fllwing tabs t apply additinal settings: Cntent Tab (pg 47) Allws yu t chse what will appear n the reprt. Yu can pick and chse the details yu wuld like t see by checking / unchecking the items n this tab. Frmat Tab (pg 48) Allws yu t select different page arrangements, page numbering, and header ptins. Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). T revise the infrmatin fr a Duty, click Setup, and then n Duties (pg 11) frm the Scheduler Main Screen (pg 18). - 64 -
Chapter 3 - Reprts Equipment Reprt The Equipment Reprt is a listing f all (r selected) Equipment (pg 8) that has been identified in the Scheduler Mdule. T view r print the Equipment Reprt: Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Equipment Reprt The Equipment Reprt Optins screen will pen: - 65 -
Chapter 3 - Reprts Select the Equipment t include in the reprt using checkmarks beside the names f thse t be included. If yu have assigned equipment t categries n the Equipment screen, yu can limit this reprt t Equipment in a specific categry. Click the drpdwn buttn beside Select equipment in categry t chse frm the categries listed. After this selectin is made, the list f equipment t select frm n the left side f the screen will be reduced t thse pieces f equipment that are linked t the categry chsen. Yu may further narrw the Equipment Reprt by remving the checkmark frm thse pieces f equipment nt desired n the reprt. Chse any f the fllwing tabs t apply additinal settings: Cntent Tab (pg 47) Allws yu t chse what will appear n the reprt. Yu can pick and chse the details yu wuld like t see by checking / unchecking the items n this tab. Frmat Tab (pg 48) Allws yu t select different page arrangements, page numbering, and header ptins. Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). T revise the infrmatin fr Equipment, click Setup, and then n Equipment (pg 8) frm the Scheduler Main Screen (pg 18). Lcatin Reprt The Lcatin Reprt is a listing f all (r selected) Lcatins (pg 5) that have been identified in the Scheduler Mdule. T view r print the Lcatin Reprt: - 66 -
Chapter 3 - Reprts Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Lcatin Reprt The Lcatin Reprt Optins screen will pen: Select the Lcatins t include in the reprt. If yu have assigned the lcatins t categries n the Lcatins screen, yu can limit this reprt t lcatins in a specific categry. Click the drpdwn buttn beside Select lcatins in categry t chse frm the categries listed. After this selectin is made, the list f lcatins t select frm n the left side f the screen will be reduced t thse lcatins that are linked t the categry chsen. Yu may further narrw the Lcatin Reprt by remving the checkmark frm thse lcatins nt desired n the reprt. Frmat Tab (pg 48) Allws yu t select different page arrangements, page numbering, and header ptins. - 67 -
Chapter 3 - Reprts Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). T revise the infrmatin fr lcatins, click Setup, and then n Lcatins (pg 5) frm the Scheduler Main Screen (pg 18). Peple Reprt The Peple Reprt prvides a list f all (r selected) Peple (pg 1) that have been activated in the Scheduler Mdule. T view r print the Peple Reprt: Frm The Initial Prtal f Church Windws chse Scheduler Click Reprts Chse Peple Reprt - 68 -
Chapter 3 - Reprts The Peple Reprt Optins screen will pen: Select the peple yu wuld like t include n this reprt using checkmarks beside the names f thse t be included. Chse any f the fllwing tabs t apply additinal settings: Cntent Tab (pg 47) Allws yu t chse what will appear n the reprt. Yu can pick and chse the details yu wuld like t see by checking / unchecking the items n this tab. Frmat Tab (pg 48) Allws yu t select different page arrangements, page numbering, and header ptins. Click the Page Setup Buttn (pg 54) if yu wuld like t adjust paper size, change the rientatin frm prtrait t landscape, r adjust the margins. Once yu have made all f yur selectins, click Print t view a Print Preview and then prceed in sending the file t yur printer. Yu can als Exprt mst reprts and/r Send via Email as a file t be used utside f Church Windws. Click Clse t return t the Scheduler Main Screen (pg 18). - 69 -
Chapter 3 - Reprts T revise the Peple available as cntacts r t be assigned duties, click Setup and then Peple (pg 1) frm the Scheduler Main Screen (pg 18). - 70 -
Chapter 4 Chapter 4 - Optins Scheduler Optins Yu can mdify certain settings fr the Scheduler Main Screen (pg 18). There are three tabs n this screen: General Tab (pg 71), Refresh Data Tab (pg 72), and Tl Tip Tab (pg 73). Frm The Initial Prtal f Church Windws chse Scheduler Click Setup at the tp f the screen Chse Optins frm the drpdwn list The Optins screen will appear: General Tab Include Cntacts n Peple (pg 1) View Click t put a checkmark in the bx if yu want the events fr which the individual is listed as a cntact t - 71 -
Chapter 4 - Optins appear in that individual s clumn when the Scheduler Main Screen (pg 18) view is set t View by Persn (pg 24). If this bx is left blank, the event will nly appear n the grid in the View by Persn display in the clumn (s) fr the individuals wh have been assigned duties fr that event. Starting View This sectin allws yu t chse whether yu want the grid in the Day, Week, r Mnth view when yu initially pen the main Scheduler grid. Click the radi buttn beside the view yu prefer. The change will take effect the next time yu pen the Scheduler Mdule. Nte: T schedule r view an event that starts befre the grid start time, use the up arrw n the scrll bar n the right side f the grid t mve the grid up. Start Time This allws yu t select a time that the grid day shuld start. Type in the desired time r use the up and dwn arrws t change the hur. The grid will start with the hur that includes the time entered. Event Duratin The default is 60 minutes. When yu schedule an event and enter a Start Time, the prgram will calculate the End Time as 60 minutes later. Yu can leave the default time r enter a new End Time. If yu prefer, yu can change the default Event Duratin t either 30 Minutes r 120 Minutes by clicking n the radi buttn beside the desired duratin. Play Sunds Fr Alarm Reminders By checking the bx, yu allw Scheduler t play a sund t alert yu f yur reminders. Nte: Reminder alarms can nly display at the desired time if the Scheduler Mdule is running when the reminder time ccurs. Refresh Data Tab This tab is imprtant nly in a netwrked envirnment (see Netwrk Installatin if needed). - 72 -
Chapter 4 - Optins It indicates hw ften yur view f the schedule is updated with data thers have entered frm ther cmputers n the netwrk. If yu have several peple making entries t the schedule at the same time frm different cmputers, then yu may want t reduce the time between refreshes. The Default Refresh Rate is 5 minutes. Click this tab t edit the default screen refresh rate. Click the radi buttn fr either 2 Minutes r 10 Minutes if yu wish t change the frequency. Tl Tip Tab Click this tab t chse what infrmatin is displayed in the bubble that appears when yur muse hvers ver a scheduled event: - 73 -
Chapter 4 - Optins If yu remve all checkmarks then Tl Tips will nt appear n the schedule at all. - 74 -