Calendar and Scheduler

Case Manager 8.0 adds two calendar views to the web client: My Calendar and the Scheduler. Both are opened from the Calendar menu. They show the same appointments, and you book appointments in both with the same wizard.

Before 8.0, the web client had no calendar view. You could list and edit a case's appointments on its Appointments tab, and that tab still works. The Windows client has a Calendar tab on each case. An appointment is the same record wherever it's created, so appointments made in any of these places appear in all of them.

Who the features are for

• My Calendar is for practitioners and consultants. It shows only your own appointments and needs no extra permissions. See My Calendar.
• The Scheduler is for practice managers, office managers and reception staff. It shows the appointments of every employee and room you choose, on one screen. See Scheduler.
• Administrators set up appointment types, rooms, permissions, employee availability and Outlook sync before staff start booking. See Setting up the Calendar and Scheduler.

The Scheduler is included at no extra cost, but it must be switched on for your organisation. To enable it, contact the Customer Success Team at support@casemanager.biz.

My Calendar and the Scheduler compared

	My Calendar	Scheduler
Whose appointments	Your own only	Any employees and rooms you select
Permissions needed	None	View Scheduler to look; Manage Scheduler Appointments to book and change
Views	Day, Week (Monday to Friday, or the full week), Month and Agenda	Day, Week and Month, each with a Vertical or Horizontal layout
Filters	None	Employees, Rooms and Status
Booking for	Yourself	Any employee
Agenda list with Confirm, Reschedule and Cancel buttons	Yes	No
Drag an appointment to another employee or room	No	Yes

Key terms

• Appointment type: a template, such as Initial assessment or Work site visit, that sets which costs, invoice options, notifications and cancellation policy apply to an appointment. See Appointment types.
• Office: one of your organisation's locations, such as Adelaide Office.
• Room: a bookable room that belongs to an office. Rooms are set up in the list called Calendar Resource. See Rooms.
• Location: where an appointment takes place. This is either one of your offices or an outside address, such as the client's primary address.
• Activity: an item with a rate (for example, $110.00 per hour) that appointment costs are calculated from.
• Appointment status: the stage an appointment is at, such as Booked. The status is shown as a coloured strip on the left of each appointment.
• Employee colour: each employee has a colour, used as the background of their appointments. See Employee availability and colour.

For issues that are known in this release, see Known issues in 8.0.