Edit Appointment

Personal Appointments are for FE’s personal work.

Steps:

  1. In the Edit Appointment form, and in the Subject* field, enter the name/description for the new personal appointment.

  2. The Resource field automatically displays the employee name for whom you are creating current personal appointment and the Location and Location field displays FE location.

  3. From the Type dropdown list, select the desired personal appointment type.

  4. Check All Day Event checkbox if you want to set the appointment duration for 1 day based on Start Time.

  5. Enter Start Time* and End Time* for the personal appointment.

  6. Durations field automatically calculates and displays the time duration based on Start Time and End Time.

  7. In the Start Odometer and End Odometer fields, enter the start and end readings of your odometer for calculating distance traveled.

  8. From the Unit dropdown list, select Miles or Kilometers based on which unit you want to use for calculating the distance traveled.

  9. In the Appointment Notes field, enter the respective notes for the appointment and then on the toolbar, click:

    1. Save and Close to save the appointment and close the Edit Appointment form.

    2. Recurrence to create recurring appointment.

    3. Cancel to cancel the data you have added to current personal appointment.

    4. Help to view the help file for Edit Appointment form.