Navigation: DIARY & SCHEDULING
-
You need to have completed section 7-1 View scheduled repeat service before you begin
While you are viewing the diary, you can select a job to make changes to it from here – it is not necessary to navigate back to the service order to make the change.
In this section, you will learn how to edit a job from the Diary view.
Step 1: How do I Edit a Job in the Diary?
Tammy has created a service order for Sammy's dog walks during September and when she views her admin diary to see what work she has planned in for her sitters for the week, she realises that the walk on Sept 4 needs to be changed from the morning to the afternoon.
From the DIARY & SCHEDULING tab, then click into the date range you want to view "Mon 09/04/2017" to "Fri 09/08/2017" and click "Show Report".
1. Click anywhere on the job for "Sammy" on 09/04 that you want to edit.
YOU WILL LEARN HOW TO:
-
Edit a Job in the Diary
2. From the dropdown by "Time Block" choose the new time for the dog walk "2:00pm-4:00pm" and click "Update" to save.
3. You can now see that your edited job has moved to the "Afternoon" column of the Diary.
To ensure your Diary and Schedule are displaying the way you want them to, there are some settings you need to check are correct. We will learn about setting the correct diary periods in Step 7-4 Check Diary Periods.
Congratulations! You have completed this stage.
To move forward to the next step, click the link below and then choose the next step:
< Step 7: Check Diary & Scheduling < 7-2 Edit a job in the diary