You are here: ViewPoint Help > Scheduling > Set Up Grid Scheduler > Template Tools

Use Template Editing Tools

Use Grid tools to define the cells of your scheduling templates.

How to Get Here

Global Template - Your template tools are initiated automatically when you create or edit global templates from the Templates editor. See "Set Up Grid Scheduler Templates" for details.

In general, changes you make to global templates will affect new dates that you assign to the template. Dates in your scheduler that are already using a template are not affected by these changes.

Individual TemplateClick to Open - Open your Grid Scheduler to the date you want to work with. Then click Grid Tools from the Grid Scheduler toolbar.

Changes you make to the template of an individual date in your scheduler do not affect any other date, or your global templates.

Choose Your Settings

Template HoursClick to Open - Enter values in the Doctor Hours, Staff Hours, and Work Hours fields to be used for reporting purposes. Note that you can change these fields only for global grid templates: You cannot change these values when you edit the template for an individual date.

Template ColorClick to Open - The template color is used with your scheduler's Month View mode, the Template Calendar, and in the status bar at the bottom of your daily schedule, to identify which template you have assigned to which dates. Select a color for the template, or click C, to remove any color association with this template. Note that you can change these fields only for global grid templates: You cannot change these values when you edit the template for an individual date.

Cell Text Click to Open - Select the cells to work with, then enter the text you want to see in the cell. Note that once an appointment is scheduled in the cell, your text is replaced with appointment information.

Classification Click to Open - Select the cells to work with, then choose the class you want to assign . You create and maintain your scheduling classes with the Classes editor, and specify which procedures should be scheduled to classified time slots with the Procedure editor.

Note that manually changing the color of classified cells (described below) will cause the classification to be ignored by your scheduler.

Cell ColorsClick to Open - Select the cells to work with, then choose the colors you want to assign . Note that manually changing the color of classified cells will cause the classification to be ignored by your scheduler.

WidthClick to Open - The cell width determines the maximum number of characters that can display in each time slot. If you define a template with wide columns, you may not be able to view the entire grid on your screen. In this case, you can use a scroll bar to view additional columns.

Cell StatusClick to Open - Select the cells to work with, then choose the status you want to assign .

Open Start - Apply the Open Start status if you want appointments to begin with this cell. When you use Explore to schedule patient appointments, you can require that appointment openings begin with a cell flagged as Open Start.

Restricted - Apply the Restricted status if you prefer not to schedule in this cell. If you select a Restricted cell for a patient appointment, you must confirm the choice to continue.

Prohibited - Apply the Prohibited status to cells that cannot be scheduled with patient appointments. You might apply the Prohibited status to cells that occur during a weekly meeting, or to chairs that are not available during a portion of your working day.

Note that although you may use your Grid Properties to select a different character to display in these cells, your Grid Tools toolbar will always identify them as shown above. See "Set Up Grid Scheduler Properties" for details.

Column and Row CaptionsClick to Open - Right click a column or row heading to review the current doctor, office, and assistant assignments, and to edit the caption, if desired. (Note that you can only edit captions when working with global templates, and not when editing an individual scheduling grid.)

Copy, Paste, Undo Cell PropertiesClick to Open - After applying one or more properties to grid cells, you can select the cells to work with, then use the toolbar icons or keyboard shortcuts to Copy( Ctrl+C) and Paste (Ctrl+V) those properties to other cells in the same template, or a different template.

When you paste a group of cells to a new location or a new template, the upper-left cell that you copied is placed at your cursor location, and the remaining cells that you copied are placed correspondingly. If you have selected a location that cannot accommodate all the cells you copied, none of the cells are pasted.

In addition, you can click Undo to reverse your last editing action. (Note that Undo works only with global templates, and not when editing an individual scheduling grid.)

Save ChangesClick to Open - If you have been working on a template in the Template Editor, click the X in the top-right corner of the window to save your changes and exit. If you have made template changes to an individual date, click the Close button to exit Grid Tools and return to your schedule.

More Information

Table of Contents │ Get More Help │ Remote Support │ New Customer Care

Ortho2.com │1107 Buckeye Avenue │ Ames, Iowa 50010 │ Sales: (800) 678-4644 │ Support: (800) 346-4504 │ Contact Us

Chat with Software Support │Chat with Network Engineering │ Chat with New Customer Care

Remote Support │Email Support │ Online Help Ver. 12/18/2015

Open topic with navigation