How do I make a private appointment?

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?

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Keywords AND Misspellings

private, appointment, priv, privacy