home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
Shareware 1 2 the Maxx
/
sw_1.zip
/
sw_1
/
BUSI
/
ARCH_A41.ZIP
/
AUTOACT.DOC
< prev
next >
Wrap
Text File
|
1991-09-26
|
7KB
|
174 lines
Automatically Schedule Future Activities:
Overview
This feature is useful is scheduling multiple activities automatically for ì
Clients who require frequent and periodic appointments.
At this menu, you have three options:
"1) Create future activities"
"[by day of week or day of month]"
"2) Create future activities by yearly date"
"3) Unlimited choices in creating activities"
==============
| OPTION 1: |
==============
1) Create future activities
[by day of week or day of month]
This option will allow you to create multiple activities in the future. ì
With this option, you can generate one activity every 3 weeks for 18 months ì
for one Client. Another possibility is to make activities every day for a ì
3 week period. A third example would be to create activities on ì
alternating Thursdays for one Client for 24 months. You can elect to make ì
those activities on a day of the week, such as every third Thursday, or on ì
a date of the month, such as making activities on the 1st, 5th, and 18th of ì
every month for one Client.
This option will automatically create for you activities in the future, ì
based on your input. You can input the following variables:
1) Start Date of your activity period.
2) End date of your activity period.
3) Day of week or date of month on which activity will occur.
4) Cycle of activities (weekly, every 2nd week, every 3rd week).
You can also delete a set of prior activities that you had created ì
automatically with this option.
==============
| SCREEN 1: |
==============
============ Add/Delete Option ============
At this menu, you can elect to either add records automatically or to ì
delete former activity records that you had created automatically. è
If you elect to delete former activity records, you can think of this ì
procedure as the reverse as adding them. You will be prompted for most of ì
the same information as you were when you originally created them.
The program can sense the different between records that you manually enter ì
into the activity file and those created automatically in this module. If ì
it finds two of these records having been created on the same day, you will ì
be notified at the screen and neither will be deleted.
==============
| SCREEN 2: |
==============
Now select the day of the week on which you wish the activity to occur. ì
Use the following codes:
1 = Monday
2 = Tuesday
3 = Wednesday
4 = Thursday
5 = Friday
6 = Saturday
7 = Sunday
8 = Everyday (7 days a week)
9 = Day of week not relevant,
select future activities by date of month.
[You can select up to 10 different dates during
any one month, such as scheduling an activity
for the 10th, 15th, and 25th.]
As the program creates your activity records automatically, it can also ì
enter a 60 character message from you into the comments field.
==============
| SCREEN 3: |
==============
If you selected option 9 in Screen 2, then this screen would appear. From ì
it, you can select up to 10 days from which to generate activities. As ì
those days occur during the period you have selected earlier, this program ì
will generate an activity record on that date.
For example, if you enter '1, '2', and '6', then you will automatically ì
create an activity on the 1st, 2nd, and 6th of every month that falls ì
within your range.
==============
| SCREEN 4: |
==============è
If you had selected option 1 through 7 on Screen 2, then you would branch ì
to Screen 4. At this menu, you select the weekly frequency at which your ì
future activities will be scheduled. If you input a '1', then an activity ì
will be scheduled every week. A '2' means every two weeks; a '3' means an ì
activity will be scheduled every three weeks.
You can enter any number. If you enter '13', then the program will ì
schedule your activities every 13 weeks.
==============
| OPTION 2: |
==============
2) Create future activities by yearly date
With option 2, you can elect to create an activity on any date in the ì
future, for as many years as you wish. If, for example, you want to create ì
an activity record that occurs every '06/28', then option 2 will do this ì
for you. All leap years, of course, are taken into account in this option.
==============
| SCREEN 1: |
==============
At this screen, you would enter the number of years into the future that ì
you want this activity scheduled.
==============
| SCREEN 2: |
==============
At this screen, you would select the calendar date on which you wish the ì
activities to occur.
==============
| OPTION 3: |
==============
"3) Unlimited choices in creating activities"
This selection gives you unlimited flexibility in creating activity records ìèinto the future using a number of powerful criteria.
First, it asks to select the date range, if any, of the existing records ì
you wish to use. By date, this step means the date that the record was ì
entered into either the Client or Activity file. Then the program asks ì
you: "Do you wish to use the selection criteria menu to create records?"
If you answer 'yes' to use the selection criteria menu, then option 3 will ì
ask you which of the two files you wish the 'criteria selected' to be used ì
against: Client or Activity file.