The Week @ A Glance form displays the appointments in an easy to see grid.  

Note that the appointments can be color coded according to the appointment type.  The color coding is set in the Settings:System form, in the Colors section.

Other options also set in the same form are the office hours, the days of the week that the office is open and the size, in minutes, of the default appointment size.

You can easily reschedule appointments by clicking on the colored side bar for the appointment and dragging the appointment to a new date/time.

Option	Meaning
Date	The starting date to show
7 days-Monthly	The type of grid to display (see below)
Type	The type of appointment to display
Resource	The type of resource to display
Associate	Selects the associate to show

You can see the recap of any appointment by holding the mouse cursor over the appointment:

This is the weekly view:

 

And the monthly view:

You can customize the look of the recap and report by clicking on the Settings tab:

Setting	Meaning
Layout
ShowName	Show the name field of the appointment.
ShowLocation	Show the location field.
ShowAssociate	Show the associate.
ShowWPInfo	Show the work product link.
ShowNote	Show the note.
ShowType	Show the type.
SortByType	Sort report by type.
Options
MinutesRefresh	If non-zero, the system will update the form automatically once the number of minutes elapse.
SmallDaysShown	The number of days to display when the short version is requested.
LargeDaysSHown	The number of days to display when the long version is requested.
AlignWorkHours	If true, the view will be shown close to the office open hour.

Colors
Available	The color of the available intervals
Appointment	The color of the appointment bar
Continuation	The color of the appointment bar when the appointment is a continuation
Multiple	The color of the appointment bar when the appointment has a date/time conflict
PossibleMultiple	The color of the appointment bar when the appointment runs agianst another

Clicking on the report button creates a printable report, in one of the following formats:

Type	Meaning
Normal	All selected fields, except for note are included.  Each appointment is delimited by a blank line.
Delimited	All selected fields, except for note are included.  Each appointment is delimited by a physical line.
Extended	All selected fields, including the note are included.  Each appointment is delimited by a blank line.
Compact	A mini-version of the normal report.

 

Color coding Appointments

You can easily setup a coding scheme for appointments so you can easily distingush what the appointment is regarding. Once you have coded the appointment types, the Week @ A Glance displays differently:

In order to use color coding, you need to setup the appointment types and colors in the Settings:Systems screen:

Now you can use the types in creating the appointment:

You can display a legend, which displays the color coding, by clicking on the Legend icon on the top left corner of the Week @ A Glance form: