Schedule Menu - defenderData User Manual - US

Schedule Menu

The Events Menu is used to manage calendared events for each user in the system. From this menu, events may be scheduled, rescheduled and deleted for each attorney using various viewing modes. To access Events, select the Schedule button from the Home Screen.

Preferences

Select the Prefs button from the toolbar to configure your Event Preferences.

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The Calendar Preferences window as shown to the left allows up to 5 users to be selected for the Group View. However, if you're primarily interested in just your own calendar, the additional entries can be left blank.

Note: Your Event Preferences also determine which users Schedules are displayed under the

Schedule area of your

Home Screen.

The Default View will determine which view is first shown each time you login.

Calendar Views

For more details about each view, please select from each of the following options:

Month

Agenda

Week

Day

Group

Existing events may be modified by double-clicking the event within any calendar view. New events may be created using the New button. Events can be deleted by highlighting the event and clicking the Delete button.

When creating a new event, the following Event window will be displayed.

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When a new event is created from the calendar it will not be associated to a case yet. If you’d like to associate a case to the Event, use the Find Case button to open the case search window. Once the case has been located, highlight it and then click the Select button. Once all selections have been made within the New Event window, select Ok to finish or Cancel to abort.

The Previous and Next buttons in the main toolbar are used to cycle from one day to the next.

The Date Selection button in the upper left corner of all calendar views can be used to toggle the mini calendar view off and on.

Tip: In all calendar views, events can be rescheduled by simply dragging and dropping the event to a new timeslot. In addition, the duration of events can be modified by clicking and dragging the top or bottom edge of an event.