Creating appointments and reminders
HR agents and administrators can set up appointments and reminders on the calendar.
To open the calendar
From the main BMC HR Case Management window, select Actions > My Calendar.
The calendar shows all appointments and reminders in the left column, and shows all appointments in the calendar itself. If a user who is invited to the appointment (but not the organizer) opens the appointment, it appears in read-only mode.
Related topics
To create an appointment
- Open the calendar.
- To add an appointment:
- Click Add Appointment.
- Complete the fields in the New Appointment dialog box.
- Click Save & Close.
- Click Add Appointment.
- To invite other users to the appointment:
- Click the appointment in the calendar.
- In the Modify Appointment dialog box, move users from the Available people to the Invited People table.
- (Optional) In the Set Reminder drop-down list, select the when the invited people receives the reminder.
- Click the appointment in the calendar.
- Click Update Appointment.
To use Calendar features
The following table explains what you can do using your Calendar:
To | Perform the following |
|---|---|
To add a reminder that is not related to an appointment | Click Add Reminder, and complete the fields in the Set Reminder Time dialog box. |
To remove an appointment or reminder | Select an appointment from the Results list on the left side of the window, and click Remove. |
Change the calendar view | Click the Month, Week, or Day tab. Similarly, you can use the Today, Previous, and Next buttons to move to different dates. |
To move an appointment or reminder to another date | Drag and drop the appointment to the new date. |