Scheduler Operations on Mobile View

This section describes the main operations for Scheduler on the mobile view.

Adding Appointments

Add an appointment for the user, organization, or facility.
Depending on your system administrator's settings, you may not be able to add appointments for organizations.

Steps:
  1. Tap the App menu icon. Screenshot: The Personal week screen with the App menu icon highlighted

  2. Tap Scheduler.

  3. On the "Personal week" screen, tap the add icon. Screenshot: The "Personal week" screen with the Add icon highlighted

  4. On the "New appointment" screen, select the appointment type and then enter the date/time and the title. Screenshot: The "New appointment" screen

  5. Tap "Attendees".

  6. On the "Attendees" screen, add users to set as attendees to the screen showing the candidates. Screenshot: The "Attendees" screen with fields to select a user highlighted

    a): Enter keywords in the search box, then tap Search to search users. When you type characters in the search box, a list of suggested attendees is displayed.
    b): From the dropdown list, select the group to which the target user or organization belongs.
    c): Tap the organization, select the organization of the target user, and then tap "Apply".

  7. Tap the Add for the users and organizations you want to set as attendees of an appointment, among users who are displayed in the candidate field. Screenshot: The "Select Users" screen with the Add icon highlighted

  8. In the field to show selected attendees, confirm that all the desired users are listed, and then tap "Apply". Screenshot: The "Attendees" screen with the Apply icon highlighted

    When you tap Remove for users, you can cancel the selection.
    To change the display order of users, tap the name of the user, and then tap the arrow to the right of the "Selected" field.

  9. On the "New appointment" screen, tap "Facilities".

  10. On the "Facilities" screen, use one of the following methods to display the facilities to the candidate screen. Screenshot: The "Facilities" screen with fields to select a facility are highlighted

    a): Enter keywords in the search box, then tap Search to search facilities. When you enter characters in the search box, a list of suggested facilities is displayed.
    b): From the dropdown list, select the facility group where the target facility belongs.
    c): Tap the organization, select the group of the target facility, and then tap "Apply".

  11. Among the facilities in the candidates, tap Add for the target facility. Screenshot: The "Facilities" screen with the Add icon highlighted

  12. In the field to show the selected facilities, confirm that all the facilities you want to use are displayed, and then tap "Apply". Screenshot: The "Facilities" screen with the Apply button highlighted

    When you tap Remove for facilities, you can cancel the selection.
    If you want to change the order of facilities, tap the facility name, and then tap the arrow to the right of the selected facilities field.

  13. On the "New appointment" screen, set the required items such as notes and attachments, and then tap "Add".

Searching the Appointments of Users and Facilities

You can search the appointments for multiple users and facilities.

Steps:
  1. Tap the App menu icon. Screenshot: The Personal week screen with the App menu icon highlighted

  2. Tap Scheduler.

  3. On the group day screen, search for users and facilities by tapping search and entering keywords in the search box. Screenshot: The "Group day" screen with the Search icon highlighted

    The OR search can be performed for multiple users and facilities using multiple keywords by separating each keyword with a space.

  4. Tap the target user or facility from the search results. Screenshot: The "Group day" screen with a user in the search result highlighted

    The selected users and facilities are displayed below the search box.
    You can search for other users and facilities by entering keywords in the search box.

  5. After you have selected all the users and facilities for which you want to view appointments, tap Search. Screenshot: The "Group day" screen with the Search icon highlighted

    Today's appointments for the selected users and facilities are displayed.

  6. Tap the calendar and select the date of the appointment you want to display. Screenshot: The "Group day" screen with the Calendar icon highlighted

Checking Availability and Adding Appointments

In Garoon mobile, you can check availabilities of you and other users for the week to add new appointments.
This section explains it using Garoon mobile for iOS screen as an example.

Checking Availability

Steps:
  1. Tap Icon to check available hours.

    On the "Check Availabilities" screen, you can check your availabilities on weekly basis.
    If you want to add your personal appointment, proceed to Selecting Available Time Slots to Add Appointments.

  2. If you want to check the availabilities of other users, tap Icon to select users whose appointments you want to check on the "Check Availabilities" screen.

  3. Tap Select users.

  4. On the "Select Users" screen, enter a keyword in the search box to search the target user. Screenshot: The "Select Users" screen with a keyword in the search box

  5. From the list of users displayed on the "Suggested" field, tap users whose available hours you want to check. Screenshot: The "Select Users" screen with the Add icon highlighted

  6. Make sure all users whose available hours you want check are displayed in the "Selected" field. Screenshot: The "Select Users" screen with the selected users highlighted

    The appointments for up to 10 users can be displayed on the screen to check their availabilities.
    To change the display order of users, tap and hold Sort next to the user name, and drag it to any place you desire.

  7. Tap Done to go back to the "Check Availabilities" screen.

    The appointments of users you selected are displayed in color-coded fashion.
    To find the color used for displaying appointments of each user, tap Icon to select users whose appointments you want to check. You can also tap user names to show or hide their appointments.
    Screenshot: The "Check Availabilities" screen displaying appointments of multiple users in different colors

Selecting Available Time Slots to Add Appointments

Add appointments by specifying the available time slots you checked in Checking Availability.

Steps:
  1. On the "Check Availabilities" screen, tap any time slot with no appointment.

    The date/time you tapped is applied to the date/time of the appointment on the "New Appointment" screen.
    If you tap a different time slot on the "Check Availabilities" screen, its date/time will be applied to the "New Appointment" screen.
    Screenshot: A screen to check availability. One of the available time slots is highlighted

  2. On the "New Appointment" screen, configure the required fields.

    • Start:
      Set the start date and time for the appointment.
    • End:
      Set the end date and time for the appointment.
    • Appointment Type
      Select the appointment type.
    • Title:
      Set the title of the appointment.
    • Attendees:
      If you want to add or delete an attendee, tap Attendees to configure it on the "Attendees" screen. Tapping New appointment takes you back to the "New appointment" screen.
    • Notes:
      Enter notes for the appointment.
    • Public:
      Select whether to make the appointment public. By default, this appointment is public (visible) to all users.

  3. Review the settings you have set and tap Add.

Add Tentative Appointments

In Garoon mobile, you can add multiple candidate dates as tentative appointments.
This section explains it using Garoon mobile for iOS screen as an example.

Steps:
  1. Tap Check availabilities.

  2. On the "Check Availabilities" screen, tap Display a menu to add new or tentative appointment.

  3. Select Tentative appointment. Screenshot: The "Check Availabilities" screen with the "Tentative appointment" link highlighted

  4. To add other users as the attendees of the tentative appointments, tap Icon to select users whose appointments you want to check and select users to add.

    For steps to select users, refer to Checking Availability.
    You can select candidate dates/times while checking the appointments of other users.

  5. On the "Check Availabilities" screen, tap any time slot with no appointment.

    The date/time you tapped is applied to the "Tentative Appointment" screen as the candidate date/time for the appointment.
    To add additional candidate date/time for an appointment, tap another available time slots.
    Screenshot: The "Check Availabilities" screen with two candidate dates/times selected

  6. On the "Tentative Appointment" screen, configure the required fields.

    • Appointment Type
      Select the appointment type.
    • Title:
      Set the title of the appointment.
    • Attendees:
      If you want to add or delete an attendee, tap Attendees to configure it on the "Attendees" screen. Tapping Tentative appointments takes you back to the "Tentative Appointment" screen.
    • Notes:
      Enter notes for the appointment.
    • Public:
      Select whether to make the appointment public. By default, this appointment is public (visible) to all users.

  7. Review the settings you have set and tap Add.

    Tapping the title of the tentative appointment displays its details.
    By tapping Copy candidate dates and times, you can copy a list of candidate dates and times.
    Screenshot: The tentative appointment screen with the "Copy candidate dates and times" action link highlighted

Finalizing Tentative Appointments

Fix the tentative appointments you added.

  1. Tap the App menu icon. Screenshot: The Personal week screen with the App menu icon highlighted

  2. Tap Scheduler.

  3. On the "Personal Week" screen, tap the title of the tentative appointment.

    The title of the tentative appointment is displayed in green.
    Screenshot: The "Personal Week" screen with the title of the tentative appointment highlighted

  4. On the "Details" screen, click Fix for the date and time you want to fix.

    When the appointment is fixed, it will be applied to the Scheduler of all attendees.
    Candidate dates/times other than the fixed one are automatically deleted.
    Screenshot: The "Details" screen with the "Fix" button highlighted