Quick Day Change in SARS Anywhere
Modified on: Wed, Aug 16 2023 5:04 PMFrom THE GRID or MY GRID, navigate to the desired date.
- Click anywhere within the column that contains the time slot(s) to be modified. Be sure that the focus is in the correct column. Failure to do so may result in the action being taken for the incorrect time slot.
- Click the Quick Day Change Tab, or select it from the Quick Links drop down menu - the Quick Day Change will appear, image shown below.
- Review the list of Schedule Codes in the right-hand panel; then click on the Schedule Code that will represent the new code for that time slot.
- Click on the existing Schedule Code to be overridden. The replacement code will appear in the time slot.
Notes
A scheduled appointment must be cancelled or moved before it can be replaced by another Schedule Code.
If the replacement code is longer than the standard time slot, the extra time slots linked to the activity will be inserted as well. The replacement code will not be inserted if the total space needed for the extended activity is unavailable because of a pre-existing booked appointment or insufficient time remains at the end of the day.
If the length of the replacement activity is shorter than the length of the existing activity, the replacement code will be inserted only in the cell that is clicked (and any subsequent time slot(s), if the replacement code is longer than the standard time slot). The remaining time slots will revert to the Default Master Schedule Code.
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To record comments about the activity, follow the steps below:
a. Position the cursor with the focus anywhere on the line in the Comments column.
b. Right-click to enable the space for typing.
c. Type the specific information about the activity in the space provided, which will allow up to 255 characters.
d. When done, press Enter.
To duplicate both the Schedule Code and the comments in other cells, hold the mouse button down and drag the cursor down into each adjacent cell to receive the code (a rectangle shape will be displayed during the dragging process). When the mouse button is released, the code and any comments will be placed into all of the receiving cells. In lieu of the lasso action, the user may also simply click on one cell after another, as needed.
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Two methods are available to correct an error before exiting the Quick Day Change screen, as follows:
a. To override an incorrect Schedule Code, click on the desired Schedule Code and then click on the cell to be edited.
b. To restore an entire column to the values it had before using Quick Day Change, click Undo.
9. Then press Save.