Saving Staff/Room Presets in the diary

[Dan Tarbuck]

With build 1047 we introduced a new feature to make navigation of the Staff/Room Diary views easier. If you take a look at the staff selector at the bottom right of the diary screen and right click you will now see the following menu :-

You can see from the image that it is now possible to select only the ‘Working Staff for Today’ or the ‘Working staff for the Selected Date’ (i.e. if you are looking at another date in the diary).

It is also possible to save preset staff/room selections. For example you could group staff members by their profession or perhaps by the type of clinic they run. Once you have chosen the staff mambers simply right click to bring up the menu, click Save Preset…, enter a name and click OK. You will then be able to quickly select the preset staff members from the right click menu.

The exact same principles apply with Rooms when you’re looking at the Diary Room View. We hope you find this new feature useful. If you have any feedback or ideas about this feature please feel free to reply to this post or email us.

[hdignon]

Hi Dan,

I have a question regarding the presets.

Is it possible to delete them after they have been created? If so, how can this be done?

Thank you in advance 🙂

[Joshua Barrs]

Hi,

Thanks for your post.

Yes this is possible, to delete a preset, simply select it, then open the selection menu again as shown in the picture, and select “Delete Preset“. It should then be removed from your list.

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