Agenda management

This page explains how to plan a person an appointment

• Agenda button of the People Visualization
• Module > 7.Agenda/Alerte> 2.Agenda/Person

Types of agenda must have been defined

Fill the following fields :

• Select a person (F3-Search)
• Select an Agenda (F3-Search) : Medical visit, etc…
• Enter a date (DD/MM/YYYY size)
• Enter an hour
• Enter a status : Planned (F3-Search)

• The contact is brought automatically, according to the parameters of the selected agenda

At any time, you can change the status of the appointment :

• Cancelled, if it was cancelled
• Done, if it was realized

If the appointment was done, then you can enter the result in the field Result.

At any time of the planning, you can enter a description and/or a comment

A reminder can be sent to remind you the event

The deadline of the reminder depends on the parameters of the Agenda (Modules > Agenda > 1. Type of Agenda)