The Schedule view is designed to give you an easy overview of scheduled deliveries (inbound from a supplier and outbound deliveries to a customer). From the main schedule you can customise the view, to view all actions, e.g. installations, surveys, deliveries etc. It is a good view to use on a terminal near a warehouse to quickly record goods in and out.
For personal appointments and organisation, the Diary is the more appropriate tool.
This article covers:
From the main toolbar click Appointment Diary > Schedule on the top toolbar:
New Appointments
New events are created in the schedule:
- Manually (either in Communication or via Diary). Read this article to create new appointments.
- Automatically when you input dates on the Accept Quote screen.
For example if you specify dates for survey, delivery, fitting, appointments will be created for those events.
Managing Appointments
See this article on how to edit and manage appointments.
Schedule Toolbar
Prev / Next
Move forward and backwards through time.
New
Make a new appointment.
Calendar
Shows a popup calendar so you can quickly pick another time to view.
List
Views all appointments in list view with dates as sub-headings.
Daily
Daily view shows each day as a separate column. By default this shows 5 days at once.
Click the drop down arrow to select how many days to show at once.
Weekly
Weekly view shows each week as a column.
Click the drop down arrow to select how many weeks to view at once.
Monthly
Monthly view shows whole months as an overview.
Click the drop down arrow to select how many months to view at once.
In monthly view double click a date to jump to a list view for the selected date.
Open
Click on an appointment related to an order and click Open to open the quote/order.
Book In
Click on an appointment related to an order and click Book In to open the screen to book in supplier deliveries against purchase orders. (This is the same screen as opened via projects).
Customise
Change view settings for the schedule layout (User specific). See section below.
Refresh
Click to refresh the view. If you have made many alterations they will not appear until you refresh the screen.
Expand & Filter
At the bottom right select the 
Expand icon to show a pane down the left of the screen. This shows you all the available filter options which you can use to narrow down which events are shown.
Filter
- Put a check in the resources you want to view and combine that with the filters below.
- Click Filter List to apply the filter.
- Use Show All to return to the full view.
Use the Print button (on the top toolbar, or at the bottom of the diary screen) to print out a diary style view of the appointments. If you have filtered the list, the print out will be the filtered data, as seen on screen.
Schedule Customise
Click Customise from the Schedule screen to change the view options. These can be set individually for each EQ user. This view opens:
General tab
Tick the boxes to show each type of appointment.
Weekly tab
Settings apply to weekly view only.
• Weeks shown - Enter the quantity of weeks to show
• Slots per Event - Enter how many time "slots" per event. The greater the number the larger each appointment box will be.
• Click the colour swatch to pick another colour.
Daily tab
Settings apply to daily view only.
• Set the start and end time for days and prime time (time blocks show in different colours for added visibility).
• Time Units - This is the time period that the main screen is split into. Default is 30 minutes.
• Days Shown - How many days are shown on one screen without scrolling,
TIP - Set this to 99 so you can use horizontal scroll bars to move through weeks
• Stacked Events - Tick this box to remove the timeslots from the view, but just lists all appointments. This is useful if lots of events are squashed into small timeslots.
• Slots per Event - Enter how many time "slots" per event. The greater the number the larger each appointment box will be.
• Visible Columns - How many columns are shown on one screen without scrolling. (Not the same as how many days are shown at a time).
• Colouring - Click on each colour swatch to pick a new colour.
List tab
Days Shown - How many days are shown in the list.
Click Update to save and close the settings.