Navigating Resources

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When appointment data is grouped (either by resources or by dates), the number of resources shown on the screen within the Scheduler at once can make it difficult to see all the scheduled data. To make the Scheduler’s layout more readable, it is possible to limit the number of visible resources, and then scroll between them. There is an embedded Resource Navigator control, which allows you to scroll between resources.

The Resource Navigator control is composed of a scrollbar and a set of buttons. It may be shown horizontally (on the bottom line of the Scheduler, with buttons in the right corner) or vertically (on the right side, buttons at the bottom). The position of the control is chosen automatically. It is vertical in Day and Week views, if appointments are grouped by dates, and horizontal in other view modes.

The mode of operation is rather straightforward – you can click the buttons to move back and forth through the list of resources; one by one, or straight to the first or last one on the list. The buttons with plus and minus signs increase or decrease the number of displayed resources by one.

Navigation Buttons

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The Navigation Buttons are used to scroll to the previous or next appointment. This is helpful when there is a significant time interval between scheduled appointments.

Navigation buttons are displayed if there are no currently visible appointments within the Scheduler control area. If there are appointments that refer to a previous or successive date, the Previous Appointment and Next Appointment navigation buttons provide the capability to navigate to the corresponding date. If there are no appointments in a specific direction, the corresponding navigation button is disabled.

Note that if the Scheduler currently displays appointments for multiple resources, navigation buttons are displayed independently for each resource.

More Buttons

The “More” buttons indicate that more appointments exist on a particular date.

Click these buttons to see all appointments in a more detailed view, or to simply scroll to the next appointment.

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Navigating Dates

Content Menu

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Go to Today

Moves focus to the current date, preserving the existing view mode.

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Go to Date

Invokes the Go To Date dialog to select the date and view type. The date can be selected either by using the calendar or by entering a string with the placeholders. To select the desired view type, use the Show In drop-down box.

Date Navigator

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You can select either a particular date, or a range of dates in the date navigator, and the scheduler will display your selection using a Day View.

Click a date

A single date is selected and the scheduler displays it using the Day View. If the currently active view is of another type, it is automatically changed to Day View.

Click and drag across multiple dates

The scheduler displays it using the Day View, irrespective of the size of the selected range.

Hold down the CTRL key and click several dates A set of dates is selected.

The scheduler displays it using the Day View, irrespective of the size of the selected range.

Click a week number

A corresponding week-long range is selected. The scheduler displays it using the Day View.

View Types

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To change the active view, use the corresponding item of the scheduler’s context menu.

This menu is invoked when you right-click any region of the scheduler (not occupied with an appointment).

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While navigating through dates via the Go To Date dialog, you can specify a view type to display a new time interval.

Available View Types

Day View

This view provides the most detailed view of appointments for a certain day(s).

Work-Week View

This view displays appointments for the working days in a particular week.

Week View

This view displays appointments for any given week.

Month (also called Multi-Week) View

The month view is the least detailed of the views, and is designed to allow browsing and long-term plan analysis. This view positions the days one after another horizontally, so that they form weeks, while weeks are placed one under the other.

Timeline View

This view plots appointments as horizontal bars along the timescales, and provides a clearer overview for scheduling purposes.

Recurring Events

Create a Recurring Event

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Create or open an existing Appointment, click the button on the Recurrence field.

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Edit a Recurrence

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Right click the recurring Appointment, select the Edit Series option.

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or Double click the recurring Appointment, select the Edit the Series option and click OK.

Removing the Recurrence

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Edit the recurrence to show the Appointment Recurrence window.

Click the Remove Recurrence button.

Save appointment once finished.

Resources

Overview

In real-life scheduling applications where one deals with a large amount of data being scheduled, appointments (scheduler events) are seldom processed simply “as is”, but are usually assigned to different resources. Resources can be of different kinds, and the decision as to what should be a resource in a particular scheduling application depends upon the specifics of the task performed by this particular application. The following are some examples of scheduling tasks, illustrating what can be an appointment and a resource in these tasks.

 

A Company.
Resource: Every employee in this company
Event: Any time interval which is spent by an employee to perform a particular task.

A Car Rental Agency.
Resource: Every car which is owned by this firm and available for rental.
Event: Any time interval when any of the firm’s cars are rented.

An Educational Center.
Resources: Every teacher who works at this center, or every classroom in this center.
Event: Any time interval when any of the teachers is delivering a lecture in any of the classrooms in the center.

New Resource

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Click the Link button under Resources.

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Click the New button.

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Type in the Caption and Color of the Resource.

Click the OK button to create the Resource.

Adding a Resource

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Click the Link button.

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Select the Resource and Click OK.

Remove a Resource

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Select the Resource to be Removed and click the Unlink button.

Deleting Appointments

Context Menu

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Right click on the existing Appointment, click the Delete option.

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Confirm the deletion by clicking Yes.

Appointment Window

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Open up the Appointment by double clicking the existing appointment.

Click the Delete button to delete the existing appointment.

 

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Click the Yes button to confirm deletion.

Keyboard Shortcuts

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The DELETE key or the CTRL+D keyboard shortcut can be used to delete the selected appointment(s).

Click the Yes button to confirm.

Creating and Editing Appointments

New Button

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Clicking the New button will display the Edit Appointment window.

Context Menu

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The following items are available in the context menu, invoked when you right-click any region of the Scheduler (except for areas covered by appointments).

New Appointment

Invokes the Edit Appointment dialog.

The Start time and End time values are initially set to the lower and upper boundaries of the current date and time selection. Fill in other fields, if necessary. For example, use the large text box at the bottom of the dialog to enter text, which will be shown as an appointment’s description in a Day or a Work Week.

New All Day Event

Invokes the Edit Event window, which is used to create a new all-day appointment (also called ‘all-day event’). The window is identical to Edit Appointment (shown above), except that in this case, the All day event option is checked, its time range is measured in days (not hours) and marked as Free. The appointment can be transformed into an all-day event and vice-versa by checking this box.

New Recurring Event

Selecting this menu item invokes the Event editor dialog used to create a new all-day appointment, and also invokes the Appointment Recurrence window, which allows the recurrence pattern to be specified for the new event.

Appointment Window

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Edit Appointment

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To edit an existing Appointment, double click on the appointment or right click the appointment and click the Open option.