Appointments

 

Overview:

 

Calendaring offers the ability to create scheduled appointments in relation to a Service Request in HelpSTAR.  Appointments are tasks that involve just the creator and do not require additional resources (such as other users).   

 

 

 

 

  1. Toolbar

     

     

    Actions

     

    This section allows you to invite attendees to an appointment.  Note: once additional participants are selected, an appointment is converted to a meeting.

     

    Options

     

 

   

 

2.      Appointment Details

 

 

The Appointment window features an Appointment tab that allows you to enter details.  The Request History tab allows you view the memo updates made to the request that an appointment was created for.  Note: the Request History tab will only appear when viewing a previously created appointment.

 

On Appointment Tab, the following fields are required:

 

 

 

 

 

 

 

To Create an Appointment in HelpSTAR:

 

1.    The HelpSTAR Calendar can be launched by:

         a.    Clicking on the Calendar icon under Workbench Options on the Service Request tab.

         b.   Clicking on the Appointment icon on the home tab of a Service Request in update mode.

 

Appointment Home Tab

 

  1.           2.   Select the date and time of the appointment by highlighting the selected area on your calendar.

3.   Click on New option under Appointment options on the toolbar. 

           

 

4.  Enter the Subject and Location for the appointment.

5.  Confirm the time selected for appointment is correct.

6.  A memo must be added to an appointment to be saved.

7.  Click on the Save icon in the ribbon.

 

To Update an Existing Appointment in HelpSTAR:

 

From the HelpSTAR Calendar, double click on a scheduled appointment or click on Update under the Appointment Options.

 

 

Updates to an existing appointment can also be made from within a request.  Click on a ”View Appointment” link for a request history. 

 

A detailed view of the appointment will be launched.  Click on the ”Update Appointment” icon to modify the appointment details.

 

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See Also:  

Calendaring

Meetings