Scheduler Notes

Use the Scheduler Notes feture to add, edit, and delete notes about your schedule. The notes appear under the day of the week header at the top of your schedule. You can choose to show the notes at all times, or collapse them into a tooltip. In addition, you can use the Search tool at the top of your Scheduler window to search for both appointment data and note text for the currently visible grid.

Expand / Collapse Notes Option - Enable the Collapse Grid Notes user option to collapse notes you have typed into your scheduler into a tooltip. If this option is disabled, the notes will always appear under the day of the week header. See "Scheduler User Options" for details.

Security Setup - Your Edge Cloud security settings can allow or prevent operators from editing and deleting scheduler notes. To set up this security access, open the Security editor and choose the security model to work with. Then click the Scheduling security group, and set the Allow Editing / Deleting of Scheduling Notes option to the appropriate access setting. (See "Security Editor" for details about using the editor.)

(Available only from Day and Week viewing modes.) Hover in the day of the week header, and click the + symbol that appears. Type your message, then click Save at the bottom of the editing window to save the note and exit.

(Available only from Day and Week viewing modes.) Click Edit beside an expanded note you want to work with, or click the Note icon to open the collapsed notes window, then make your changes. Click Save at the bottom of the editing window to save the note and exit.

(Available only from Day and Week viewing modes.) Click Delete beside an expanded note you want to work with, or click the Note icon to open the collapsed notes window, then click Delete.

Run a Grid Notes report to obtain a list of the notes that have been applied to certain dates in your Scheduler. See "Grid Notes Report" for details.