to the lower right.Back to Manual Table of Contents
The unscheduled list is a list of appointments in the Appointments module where you can temporarily store appointments that need to be scheduled. This list should be kept very short and reviewed frequently, because if it gets too long it becomes unmanageable. For long-term status, use the Planned Appointment Tracker instead.
To place appointments on the unscheduled list, single click on that appointment
in the Appointments module, and click on the appointment action
button
to the lower right.
Click the button
at the upper right of the Appointments module (a different button than the action
button described above) to bring up the following window:
Double click on any of the appointments on the list to bring up the Appointment Edit window. From there, you will be able to make Comm Log Notes, or copy the appointment to the pinboard for scheduling. Once an appointment is scheduled, the status will be changed to scheduled, and it will no longer show on this list. Alternatively, you can simply delete the appointment after making the appropriate comm log entry. Then, it will show in the Planned Appointment Tracker.