SchedulePro Users Manual - Perfect Computer Solutions, Inc.
Contents
1. WWW ETEA REER AT com g i a Perfect Schedule Pro v 1 x User Manual With Perfect Schedule Pro Version 1 x we have developed a software scheduling solution that is versatile yet easy to use as well as being an economical alternative to other scheduling tools PURPOSE This software package was created to maintain accurate account of all appointments Appointments new and old can easily be added deleted for multiple employees and viewed at a glance Also available is our web module to post your schedule s online SUPPORT Any Problems or questions with installation and use of Perfect Schedule Pro should be emailed to the following address techsupport perfectcomputersolutions com Please put Perfect Schedule Pro and the version number in the subject line All program bugs issues and suggestions for future expansion of the product should be submitted to our online bug tracker database at http www perfectcomputersolutions com Bugzilla enter_bug cgi Help on writing bug reports is also available online at http www perfectcomputersolutions com Bugzilla bugwritinghelp html Bugs submitted via email or called in by phone will no longer be accepted We apologize for any inconvenience this may cause SYSTEM REQUIREMENTS Microsoft Windows NT Service Pack 6 98 2000 Pentium II or higher 64 MB RAM 100 Megabytes of Hard Drive space and Internet Explorer 6 This software package is designed to be run at 800 x 6002. Add Change All Exit will Return you to Manager Menu Perfect Schedule Pro Web View ea iede Pro Web Yie To Select Schedule s to view on the web S che dule Pro PCS Web Schedule Module Must be purchased and configured before Web View Functionality will function Double Click on the name s of the schedules you would like to be posted on line in the left box and the names will appear on the right to be posted online www perfectcomputersolutions com 25 LICENSE AGREEMENT CAREFULLY READ ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT PRIOR TO OPENING THIS DISC PACKET OPENING THIS DISC PACKET INDICATES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS If you do not agree with these terms and conditions return the unopened disc packet and the other components of this product to the place of purchase and your money will be refunded No refunds will be given for products that have an opened disc packet or missing components 1 LICENSE You have the non exclusive right to use the enclosed program This program can only be used on a single computer You may physically transfer the program from one computer to another provided that the program is used on only one computer at a time You may not electronically transfer the program from one computer to another over a network You may not distribute copies of the program or documentation to others You may not modify or translate the program or related documentation w
3. Employees can be added from this form by clicking on the button Edit In order to edit any information on existing employees this button must be pressed Deleting Employees Old employees can be deleted by clicking the Trashcan button Search will allow you to look for and go to the employee you desire To add Logon and password information for this client click on tools and logon information Select a unique username and password for this user Schedule Pro UAS Perfect Schedule Pro Utilities Manager Menu This screen sets the people that an user can view on the schedule screen set up security set the schedule s that are viewed on the optional web module Detault User Settings T pow Set Data Location As of the writing of this manual this TATATA E pom function is not currently implemented Build 1 1 76 Default View Teltinge s E Day E Monthy F SITE TINGE dein Change Password Set or change user password information eS Allow Overlapping Appts F e4 S CHANGE PASSWORD aa Yo Duok Exit will return you to the Main Menu Enca Hauck lj athe CET MI PEE eg e Modify Settings Click on this to edit any of the Default User Default Appt Colo E Settings EXIT Default Font Color Save Settings This is to Save the Default User Settings Perfect Schedule Pro Manager Menu kalian aae a alba Schedule Pro The Manager Menu allows users to set the
4. DISCLAIMED BY PERFECT COMPUTER SOLUTIONS AND ALL OTHER PARTIES INVOLVED IN THE CREATION PRODUCTION OR DELIVERY OF THIS PROGRAM THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS THAT VARY FROM STATE TO STATE NEITHER PERFECT COMPUTER SOLUTIONS NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION PRODUCTION OR DELIVERY OF THIS PROGRAM SHALL BE LIABLE FOR ANY DIRECT INDIRECT CONSEQUENTIAL OR INCIDENTAL DAMAGES ARISING OUT OF THE USE THE RESULTS OF THE USE OR INABILITY TO USE SUCH PRODUCT EVEN IF PERFECT COMPUTER SOLUTIONS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIM SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU 6 MISC This License Agreement shall be governed by the laws of the State of New York and shall insure to the benefit of Perfect Computer Solutions its successors administrators heirs and assigns 7 ACKNOWLEDGEMENT YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS YOU ALSO AGREE THAT THIS AGREEMENT IS THE COMPLETED AND EXCLUSIVE STATEMENT OF AGREEMENT BETWEEN THE PARTIES AND SUPERCEDES ALL PROPOSALS OR PRIOR AGREEMENT VERBAL OR WRITTEN AND ANY OTHER COMMUNICATIONS BETWEEN THE PARTIES RELATING TO THE SUB ECT MATTER OF THIS AGREEMENT Should you have any questions concerning this Agreement please contact in writing Perf
5. ND PERFORMANCE OF THE PROGRAM IS ASSUMED BY YOU SHOULD THE PROGRAM PROVE DEFECTIVE YOU AND NOT PERFECT COMPUTER SOLUTIONS OR ITS DEALERS ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING REPAIR OR CORRECTION FURTHER PERFECT COMPUTER SOLUTIONS DOES NOT WARRANT GUARANTEE OR MAKE ANY REPRESENTATIONS REGARDING THE USE OF OR THE RESULT OF THE USE OF THE PROGRAM IN TERMS OF CORRECTNESS ACCURACY RELIABILITY CURRENTNESS OR OTHERWISE AND YOU RELY ON THE PROGRAM AND RESULTS SOLELY AT YOUR OWN RISK Perfect Computer Solutions does warrant to the original licensee that the disc s on which the program Is recorded be free from defects in materials and workmanship under normal use and service for a period of ninety 90 days from the date of delivery as evdenced by a copy of your receipt Perfect Computer Solutions entire liability and your exclusive remedy shall be replacement of the disc not meeting Perfect Computer Solutions Limited Warranty and which is returned to Perfect Computer Solutions with a copy of your receipt If failure of the disc has resulted from accident abuse or misapplication of the product then Perfect Computer Solutions shall have no responsibility to replace the disc under this Limited Warranty THE ABOVE IS THE ONLY WARRANTY OF ANY KIND EITHER EXPRESSED OR IMPLIED THAT IS MADE BY PERFECT COMPUTER SOLUTIONS ON THIS PERFECT COMPUTER SOLUTIONS PRODUCT THE WARRANTIES OR MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE HEREBY
6. ect Computer Solutions Inc 700 N Ohioville Rd New Paltz NY 12561 Or via E Mail techsupport perfectcompsolutions com
7. ed and deleted under this section Employees Employees can be added or deleted and passwords set or modified i IE ml i E 21 o M z a f Fa mj u EI mg i7 fig sa Ff al mM Ff ml Reports Reports Menu Utilities Many tools for configuring and setting up the software are located under this menu Exit Click this to exit the program Click on a calendar date to view that date s schedule screen Perfect Schedule Pro Reports x schedule Pro To Select a Start End Date click on the calendar button next to either P e C NGUUIG ro TA the Start Date or the End Date and click on the Month year day you B aaoo a wish Print Individual Schedule Empire Print All Employees schedules To Print Individual Schedule Select a Start Date End Date and Employee Exil Reports Menu To Print All the Employees Schedule s Select a Start and End Date Click the Door Button to Exit Perfect Schedule Pro Schedule Selecting a day There are a number of ways you can select a day to view or add appointments to The first way is to click on the small calendar box next to the word Date at the top left of the screen After that simply click on the calendar to select the desired day In the Calendar box you can change the month by clicking on the arrow pointing down or by clicking on the single arrow pointing either left or right to go back or forward a month After you find the selected
8. formation that you want to be seen on the Schedule p plat D Um Soir Page Any additional information can be written in the large white box in the center of the screen You may designate a location 1f desired in the location box E baj iiy iia baer Di fa maemo hetir lun P bloli i eed y Bpi me Eee Law Use the Start and End Time Date boxes to select or change aem aniar iie the time of the day that the appointment starts and ends by clicking on the buttons next to the start and end time and scrolling down those times you can select the start and end time for the selected appointment The checkbox is to turn the reminder mode on or off for this appointment By clicking on Minutes and reminder you can select how soon before the appointment you wish a reminder To add other employees to that one appointment simply go to the Employees People To Add box and hold down on the shift button with the mouse and click on the other technicians you wish to add to that one appointment To make a copy of this appointment click the New Appointment checkbox make any changes you like and click save This will clone the appointment without changing the original After you are all finished click on the disk at the top right to save your appointment and to enter into the schedule If you make a mistake or wish to delete an appointment click on the garbage can Perfect Schedule Pro Employees Adding Employees
9. ithout the prior written consent of Perfect Computer Solutions YOU MAY NOT USE COPY MODIFY OR TRANSFER THE PROGRAM OR DOCUMENTATION OR ANY COPY EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT 2 BACKUP AND TRANSFER You may make one 1 copy of the program solely for backup purposes You must reproduce and include the copyright notice on the backup copy You may transfer and license the product to another party if the other party agrees to the terms and conditions of this Agreement and completes and returns a Registration Card to Perfect Computer Solutions If you transfer the program you must at the same time transfer documentation and backup copy or transfer the documentation and destroy the backup copy 3 COPYRIGHT The program and its related documentation are copyrighted You may not copy the program or its docunentation except for backup purposes and to load the program into the computer as part of executing the program All other copies of the program and its documentation are in violation of this Agreement 4 TERM This license is effective until terminated You may terminate it by destroying the program and documentation and all copies thereof This license will also terminate if you fail to comply with any terms or condition of this Agreement You agree upon such termination to destroy all copies of the program and documentation 5 LIMITED WARRANTY THE PROGRAM IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND THE ENTIRE RISK AS TO THE RESULT A
10. month use the mouse to select the day that you desire Another way to select a day is to use the arrow pointing left and right by the red clock to go back or forward a day When you find the day that you desire simply click on the desired time under the desired employee of your choice to schedule an appointment Clicking the Red Clock button will return the user to the current date Overview of Controls Viewing of Schedules To select the other users that you see on your schedule Double click the name in the Employees or People to add box and it the name will appear in the right hand shown box Additionally the new person s schedule will appear in the schedule portion of the screen Adding an appointment click the yellow button and the Appointment screen will appear The button with the two black arrows making a circle will refresh this screen allowing the user to view appointments that have been changed updated or deleted by other users The Binocular button is the search which will allow the user to search and go to the appointment of their choice a paid button will exit this screen ale return you to Main Menu Perfect Schedule Pro Appointment Schedule Pro a Appointment After selecting a day an appointment box will appear on your screen By clicking on the subject box you can write Stan Dates ELERT Ts teat tine TRG ah Comer r teeter In the in
11. nal licenses can be purchased through Perfect Computer Solutions Inc at a discounted rate It is recommended that any network licenses be installed and setup by Perfect Computer Solutions Inc Perfect Computer Solutions Inc is not responsible for other parties network setup failure Internet Access is also required for updates Software Installation NOTE Please read the software License Agreement on the CD enclosed before installing this software Once the License Agreement is read and accepted 1 Please check the System Requirements section on Page of this User Manual to make sure you have all necessary requirements to run this software 2 Open the envelope containing the Time Pro CD Insert the Employee Time Pro CD into the CD ROM This should AUTORUN If it doesn t AUTORUN double click on My Computer then double click the CD ROM drive Double click on the icon Setup 3 Follow Setup prompts to finish installing the software 4 If there are multiple user environments contact the system administrator Each user must login and reinstall this software using the above procedures 5 Reboot system If there are any problems regarding this installation please contact Perfect Computer Solutions Technical Support at 845 255 8000 or email techsupport perfectcomputersolutions com Perfect Schedule Pro Main Menu File Mer Took Help gros a Schedule All appointments and meetings are add
12. people available to C Nenu IG ro view on the scheduling screen Versatile so that you can see er z T ieee Alloa lo All the schedules you need ea eee Hoa emeve er Al To Set the viewable schedules for a user click on the name in the left hand box and it will appear in the right Those will be the people that will be available to view on the schedule screen The security Button allows managers to set up privileges for users of the system Web View Sets which employees schedule is shown on online Optional Web Module needed for this function _ Program Default Settings Day Stat Time 3 00 4M r fi Secu Ect Exit will Return you to the Utilities Menu Day End Time EAA afl E Whi r COO a Perfect Schedule Pro Security Empia fia Security Empl we M ee Leen Hare Fearn Security give the administrator flexibility Each form or Menu has it s own security levels Modify allows a user to make changes to a form View only allows a user to look at the form but not change it None disallows a user to even open the form or menu To Add Security to a user select the user using either the search button or the forward and backward record buttons Then select the form for which you wish to allow the user privileges from the form drop down box Then select the security level and click add change If you wish All employees to have a certain privilege such as viewing the main menu click
13. resolution desktop size or larger If the resolution size is any smaller ie 640 x 480 certain screens will not all fit on one display Note To change desktop settings right click on an empty portion of the desktop click properties then click the Settings tab This is where the desktop area can be changed to 800x600 or larger Perfect Schedule Pro v 2 0 Table Of Contents Section Pager Overview 2 Software Installation 3 Main Menu 3 Schedule Overview Employees Overview Reports Utilities Overview Reports Menu 4 Schedule 4 Selecting a day Overview of Controls Appointments 5 Employees 5 Adding Deleting and Modifying Employees Setting up logon and password information Utilities 6 Manager Menu Security 7 Web View License Agreement 8 Overview This software package was created to maintain accurate account of all appointments Appointments new and old can easily be added deleted and viewed at a glance Supervisor Access To access the supervisor options your Supervisor Name must be entered This user name is pes and the password is 1234 This user and password should be changed for security reasons Data Input Certain information such as Employees must be entered in to begin using Schedule Pro Security should also be set up to prevent unauthorized access Networks Perfect Computer Solutions Inc s Perfect Schedule Pro is set up to be used over a network Additio
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