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Vernon CMS Help

Diary Check will display a list of all the current Diary Tasks associated with the logged in user.

Setting up Diary Check

The list of tasks displayed when you log on depends on a saved search.

1.Open up the Diary Identification window, not one of the datafiles' Diary windows.

2.Click on Advanced Search Query Icon.

3.Select Person Responsible from the Search Fields box and click the Next button.

4.Enter or choose the person with the Options button picture_15397.

5.Click Next.

6.Select AND and click the Next button.

7.Choose State from the Search Fields box and click the Next button.

8.Search for the State DUE.

9.Click Next.

10.Save the search with the name username.LOGON where username is the name of the user.

 

It doesn't matter if your search has no results as it will be run every time you log-on or do a Diary Check. It will pick up any later records that fulfill the search criteria.

Diary Check at Log-on

Uncheck the Disable Diary Checking Automatically when Logon option in your User Preferences. You can access your User Preferences from the Tools Menu > User Tools > User Preferences.