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Diary

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This Tab allows you to create events associated with a Job to act as reminders that need to be actioned. They can have statuses and a pop up reminder will be shown on screen at a specified interval before the event.

 

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NOTE: Remember the grid display can be sorted and reordered and which fields are displayed can be easily changed see:Grid Options

 

The Key Fields are:

Description:

A description of the diary event such as 'Telephone venue to discuss access to Mains cupboard'

Category:

One of a number of activity functions that can be configured under Software Configuration>General>Database lookups>Diary Categories

Priority:

One of Low Medium and High

Due Date:

Date diary event is due by

Reminder:

Whether a reminder is required  and when the reminder should be shown

Status:

Not Started, Initiated, Completed, Overdue

Notes:

Any relevant notes.