Orthotrac: How to Change the Color, Code and Open or Block Timeslots on an Existing Schedule Standard (Schedule Maintenance)

Document created by prcarter Employee on May 12, 2016Last modified by prcarter Employee on May 12, 2016
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In Schedule Maintenance select the standard to be modified.  Click Change and make the necessary modifications.  Click on Close.

 

1. From the main menu of OrthoTrac, click Functions, Maintenance/Set-Up, Schedule Maintenance.

 

2.  Click the standard in the Standards section of the Schedule Maintenance window.

3.  Click the Change button.

4.  Select from the following options for customizing your standard:

 

Change Chair Names - To change chair names for this standard, click on a blue numbered box at the top of the window and enter the new name for the chair. Continue for each of the chairs displayed.

 

Print - Select this option to print this standard.

 

Color Open Slots -  Select this option to change the color of open time slots in your standard. When you click on an open time slot, the color toolbar is displayed. Click the color to be assigned to the time slot.

 

Change Pre-Blocks - Select this option to display the Appointment Types window, from which appointments are assigned to a particular time in the standard.

 

To assign an appointment type, follow these steps:

 

•Use the scrollbar to scroll through the list of appointment types.

•Select the appointment type to be assigned. The block of time for that appointment is displayed in the box at the right of the selection window.

•Click OK to add this appointment to the standard.

 

Open Time Slots - Select this option to open time slots that have been blocked or have already been assigned an appointment.

 

•Click Open Time Slots and click a blocked time slot.  The color selection bar is displayed.  Select the color to be assigned to the newly opened time slot.

•Click Open Time Slots and click a time slot with an appointment assigned to it.  The color selection bar is displayed. Select the color to be assigned to the newly opened time slot.

•To open or block several time slots at once, click on a time slot and drag the mouse to the ending time slot. If you are changing appointment types, only the time slots affected by a single occurrence of the appointment type change. However, any time slot can be opened or blocked.

 

Block Time Slots - Select this option to close time slots that are open or time slots which have already been assigned an appointment. To open or block several time slots at once, click on a time slot and drag the mouse to the ending time slot. If you are changing appointment types, only the time slots affected by a single occurrence of the appointment type change. However, you can open or block any time slot.

 

Undo - Select this option to remove your most recent change to the standard.

 

 

5.  When you have finished making changes, click Close to close the Standard Maintenance window.

 

NOTE:  For the changes to take effect on the workstations, restart OrthoTrac on all workstations.

 

Please note that these changes will not affect days which have already been added to the schedule.  To change days already added to the schedule, see the page  Orthotrac: How to Change the Color, Code and Open or Block Timeslots on a Single Day that is Already Loaded on the Schedule.

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