SchedulePro Users Manual - Perfect Computer Solutions, Inc.

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 600 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.
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Perfect Schedule Pro v 2.0 – Table Of Contents
Section
Page
Overview
Software Installation
Main Menu
2
3
3
Schedule Overview
Employees Overview
Reports
Utilities Overview
Reports Menu
Schedule
4
4
Selecting a day
Overview of Controls
Appointments
Employees
5
5
Adding, Deleting and Modifying Employees
Setting up logon and password information
Utilities
6
Manager Menu
Security
Web View
License Agreement
7
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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 “pcs”
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.
Additional 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.
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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 1 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:
Schedule : All appointments and meetings are added and
deleted under this section.
Employees: Employees can be added or deleted and
passwords set or modified.
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!
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Perfect Schedule Pro - Reports:
To Select a Start/End Date: click on the calendar button next to either
the Start Date or the End Date, and click on the Month, year, day you
wish.
To Print Individual Schedule Select a Start Date, End Date, and
Employee.
To Print All the Emp loyees 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 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.
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The Binocular button is the search, which will allow the user to search and go to the appointment of their
choice.
The Door button will exit this screen and return you to Main Menu.
Perfect Schedule Pro - Appointment:
After selecting a day, an appointment box will appear on
your screen. By clicking on the subject box you can write
in the information that you want to be seen on the Schedule
Page.
Any additional information can be written in the large
white box in the center of the screen. You may designate a
location if desired in the location box.
Use the Start and End Time/Date boxes to select or change
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: 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
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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.
Set Data Location: As of the writing of this manual this
function is not currently implemented. Build 1.1.76
Change Password: Set or change user password information.
Exit: will return you to the Main Menu
Modify Settings: Click on this to edit any of the Default User
Settings.
Save Settings: This is to Save the Default User Settings.
Perfect Schedule Pro - Manager Menu:
The Manager Menu allows users to set the people available to
view on the scheduling screen. Versatile so that you can see
the schedules you need!
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.
Exit will Return you to the Utilities Menu.
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Perfect Schedule Pro - Security:
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 Add/Change All.
Exit will Return you to Manager Menu
Perfect Schedule Pro - Web View:
To Select Schedule(s) to view on the web*
* 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.
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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 without 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 documentation 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 AND 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
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OR OTHERWISE, AND YOU RELY ON THE PROGRAM AND RESULTS SOLELY AT YOUR OWN RISK.
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and service for a period of ninety (90) days from the date of delivery as evidenced 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 .
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heirs, and assigns.
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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 SUBJECT MATTER OF THIS
AGREEMENT.
Should you have any questions concerning this Agreement, please contact in writing:
Perfect Computer Solutions, Inc.
700 N Ohioville Rd.
New Paltz, NY 12561
Or via E-Mail: techsupport@perfectcompsolutions.com
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