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 == | ||
| Line 6: | Line 6: | ||
* 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. | ||
| − | * | + | ** To add a new group you may click the dropdown then click {{Button|Add}}. See [[How do I Set Up a Privacy Group?]]. |
| + | * 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 == | ||
| − | * [[How do I Create a | + | |
| + | * [[How do I Create a New Task in Tasks Outstanding?]] | ||
| + | * [[How do I create a diary appointment?]] | ||
| + | * [[How do I make a Private Task?]] | ||
* [[How do I Set Up a Privacy Group?]] | * [[How do I Set Up a Privacy Group?]] | ||
| − | {{KB_Tags|private appointment}} | + | {{KB_Tags|private, appointment, priv, privacy}} |
| − | {{KB_PP}} | + | {{How}}{{KB_PP}} |
Latest revision as of 05:29, 16 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 add a new group you may click the dropdown then click [Add]. See How do I Set Up a Privacy Group?.
- 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
- How do I Create a New Task in Tasks Outstanding?
- How do I create a diary appointment?
- How do I make a Private Task?
- How do I Set Up a Privacy Group?
