Daily Schedule

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.

Who can update a Daily Schedule?

Users can only update their own schedules. Supervisors and lead workers depending on their security level have the ability to update the schedule for individuals in their unit.

Why would I schedule a recurring appointment?

A user has until the end of the day, on the first working day of the month, to update their schedule to prevent review appointments from being scheduled in specific time slots. Blocking your time slots allows the user to control the date and times AUTO schedules review appointments. This also allows users to make review appointment timeframes fit their personal schedule.

NOTE: Users have the ability to block times or set recurring appointments for up to 12 weeks. See How do I schedule a recurring appointment? 

Online Processing

How do I inquire on a Daily Schedule?

This option is not available in online processing, see Mainframe processing.

How do I update a Daily Schedule?

This option is not available in online processing, see Mainframe processing.

How do schedule a recurring appointment?

This option is not available in online processing, see Mainframe processing.

How do I delete recurring appointments?

This option is not available in online processing, see Mainframe processing.

Mainframe Processing

How do I inquire on a Daily Schedule?

To view a users daily schedule for a specific date or number of dates, take the following steps:

1. From the WMEN, enter Option [C] – Scheduling,  <TRANSMIT> and the CMEN screen displays.

2. On the CMEN screen, take the following steps:

  • Enter Option [A] Inquire Daily Schedule on the Selection field.
  • Sched Date field - Enter the [date]  
  • User ID field - Enter the [user ID]  
  •  <TRANSMIT> and the SCHD screen displays with the following information:

Message 0209 - NO APPOINTMENTS SCHEDULED FOR THIS DAY displays if no appointments are scheduled for entered date and User ID. All scheduled appointments and other appointment types for that day display. An individual user’s schedule for a specific date displays in half-hour intervals beginning at 7:00 a.m. and ending at 3:30 p.m.

To see the appointment times from 4:00 pm to 7:30 pm, take the following steps:

  1. Press <F7> to return to the 7:00 a.m. – 3:30 p.m. screen.
  2. Press <F13> to move forward one day or <F14> to move back one day at a time.
  • To view a Saturday date, enter the [specific date] from the CMEN screen.

How do I update a Daily Schedule?

To update a Daily Schedule take the following steps:

1. From the WMEN, enter Option C – Scheduling. <TRANSMIT> and the CMEN screen displays.

2. On the CMEN screen, take the following steps:

  • Enter Option [B] – Update Daily Schedule, in the Selection field.
  • Sched Date field - Enter the [date] in the Sched Date field.
  •  <TRANSMIT> and the SCHD screen displays.

3. On the SCHD screen, take the following steps:

  • Enter the [appointment type] in the Appt field. See <F1> help.
  • To extend the appointment time enter a [C] – Copy in each subsequent 30 minute time slot.

How do I schedule a recurring appointment?

To schedule a recurring appointment take the following steps:

1. From the WMEN, enter Option C – Scheduling, <TRANSMIT> and the CMEN screen displays.

2. On the CMEN screen, take the following steps:

  • Enter Option [B] – Update Daily Schedule, in the Selection field.
  • Sched Date field - Enter the [date].
  • <TRANSMIT> and the SCHD displays.

3. On the SCHD screen update the following fields:

  • S – Select field - Enter [R] – Recurring.
  • Enter a [C] – Copy in each subsequent 30 minute time slot to indicate how long the recurring appointment will last.
  • Appt field - Enter the [appointment type].
  • Only ADM, PAP, PER, OT, STF, EXP, LUN,WF and SCR can be used for appointment type.
  • <TRANSMIT> and the SCHR displays.

4. On the SCHR screen, take the following steps:

  • Appt Freq field - Enter the [appropriate code]. See <F1> Help.
  • Appt Remark field - Enter [any helpful remarks].
  • <TRANSMIT> and one of the following message displays:
    • Edit Message 1790 – RESUMING (PF4) WILL UPDATE THE SCHEDULE; BYPASSING ANY CONFLICTS.
    • If there is no scheduling conflicts press <F4> to update or press <F3> to cancel and return to the SCHD screen and make any necessary changes.

How do I delete recurring appointments?

Recurring appointment times must be deleted individually day by day. To delete recurring appointments take the following steps:

1. On the WMEN screen, enter Option [C]Scheduling, <TRANSMIT> and the CMEN screen displays.

2. On the CMEN screen, take the following steps:

  • In the Selection field - Enter [B] – Update Daily Schedule.
  • In the Sched Date field - Enter [the date].
  • <TRANSMIT> and the SCHD displays.

3. On the SCHD screen, take the following steps:

  • Place the cursor in the Appt field at the beginning of the time slot to be deleted and remove the data. This must be done for the fields that contain C (copy) as well.
  • <TRANSMIT> returns to CMEN.

 

See ACES Screens and Online Pages for an example of pages or screens used in this chapter.