Appointments

Use this function to monitor and administrate appointments which have been scheduled by Agents for a specific Task. To do so, in the tasks window, select the appropriate task and then click appointments in the tasks tab of the ribbon. The following window appears:

You can display the details of an appointment by right-clicking and selecting edit (or by double-clicking it), and you can drag an appointment from one agent column to another, or from one time slot to another.

Use the calendar to specify a date for which you wish to view appointments:

Select the month and year as follows:

• click to move to the previous month;

• click to move to the next month.

or

• Click the selected month and select another month from the list that appears;

• Click the selected year and select another year with the scroll up/down button .

Finally, simply click a day in the current month to select it.

Context menu

The context (right-click) menu contains the following commands:

• Edit: Edit the selected appointment. Alternatively, you can double-click an appointment to open its properties.

• Refresh: Updates the display of appointments for this Task with data from the latest interviews.

• See appointments on...: Allows you to quickly navigate to days for which appointments are defined.

• Export to ASCII...: Export details of the appointment to an ASCII file. You will be asked to nominate a path and file name.