Difference between revisions of "How do I make a private appointment?"
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== Summary == | == Summary == | ||
| − | Sometimes it is necessary to make an | + | Sometimes it is necessary to make an appointment 'private' so that only you can read, amend or delete it. You may also choose to make it available to select other users, as members of a {{DataPrompt|Privacy Group}}. |
== More Information == | == More Information == | ||
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* Select the {{DataPrompt|Private}} check box to make the current appointment 'private'. | * Select the {{DataPrompt|Private}} check box to make the current appointment 'private'. | ||
* If you wish to restrict access to a given {{DataPrompt|Privacy Group}}, enter the group code to the right. | * If you wish to restrict access to a given {{DataPrompt|Privacy Group}}, enter the group code to the right. | ||
| − | * Select {{Button|Done}} and {{KeyPress|Accept}} the | + | ** To select or add a group click the dropdown. |
| + | ** Select the group or click {{Button|Add}}. | ||
| + | ** Enter a {{DataPrompt|Privacy group}} code. | ||
| + | ** Enter a {{DataPrompt|Description}}. | ||
| + | ** On the {{Tab|Settings}} tab select the users to assign to the group by clicking {{Button|Add}}. | ||
| + | ** Click {{Button|Search}} then click the user to add to the group. | ||
| + | ** Click {{Button|Done}} and {{Button|Accept}} to save the new group | ||
| + | ** Select {{Button|Done}} and {{KeyPress|Accept}}. | ||
| + | * Click {{Button|Done}} to save the changes to the diary entry. | ||
| − | {{ | + | {{Warning|text='''Leavers''' - If an employee [[How do I deactivate a user?|leaves]] and their user record made inactive, then their private appointments become visible to any member of staff with a higher security rating than they had when they were {{DataValue|active}}.}} |
== See also == | == See also == | ||
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* [[How do I Set Up a Privacy Group?]] | * [[How do I Set Up a Privacy Group?]] | ||
| − | {{KB_Tags|private, appointment, priv, | + | {{KB_Tags|private, appointment, priv, privacy}} |
{{How}}{{KB_PP}} | {{How}}{{KB_PP}} | ||
Revision as of 14:02, 15 October 2021
Summary
Sometimes it is necessary to make an appointment 'private' so that only you can read, amend or delete it. You may also choose to make it available to select other users, as members of a "Privacy Group".
More Information
Go to " Personnel Planning Diary Entries" and select the appointment you want to make private.
- Select the "Private" check box to make the current appointment 'private'.
- If you wish to restrict access to a given "Privacy Group", enter the group code to the right.
- To select or add a group click the dropdown.
- Select the group or click [Add].
- Enter a "Privacy group" code.
- Enter a "Description".
- On the [Settings] tab select the users to assign to the group by clicking [Add].
- Click [Search] then click the user to add to the group.
- Click [Done] and [Accept] to save the new group
- Select [Done] and <Accept>.
- Click [Done] to save the changes to the diary entry.
 | Leavers - If an employee leaves and their user record made inactive, then their private appointments become visible to any member of staff with a higher security rating than they had when they were 'active'. |
See also
