Classes Editor

Select Editors from the Tools section of the Home ribbon bar. Then from the Scheduling section, open the Classes editor. (You can also use the Search field to look for the editor you want to work with.)

Create a New Record - Type a description in the Create New portion of the window. Then click Add. You can then edit your record to complete the details.

Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right. If not all your records appear in the list, use the Show / Hide Inactive icon at the top of the window to include both active and inactive records.

Select a class to work with, then enter a class name, colors, and other details. If you just created a new record, it is selected automatically. The list of procedures already assigned to the selected class, and what the class will look like when it is applied to a Scheduler template appear for your review.

Name - This field should describe the purpose of this class.

Foreground / Background colors - Select the colors that will be displayed in empty appointment slots. Before an appointment is scheduled, your grid template displays the colors of the class assigned to that cell (if any). After an appointment is scheduled, your grid template displays the colors of the procedure scheduled to that cell. Thus, you might want to coordinate your classification colors and associated appointment colors.

Minutes / Chair Span - Use the Minutes and Chair Span fields to create a Class Structure composed of a specific time length and chair span that you can drag and drop onto your grid templates. See "Grid Template Editor" for details.

Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Print - You may want to print this list as a report for reference. See "Class List" for details.