Eventric Support
posted this on June 09, 2010 16:00
Keeping track of who needs to be where and things that need to be done can be a daunting task. Master Tour can help by keeping track of your schedule information. A good schedule can mean a smoother day for you, so let us take a look at how to use the schedule tab in Master Tour.
Adding a new schedule item is easy enough; just click on the Add a new Schedule Item and enter your data. While most of the information is straightforward, the calendar type is a function we would like to briefly discuss. Choosing the right calendar type can save you and your organization a lot of time. When you select the calendar type, this sets the schedule item to a specific type that can be filtered out in different reports as well as the schedule tab. If your tour bus driver is not concerned with event or publicity items, you can filter these two types out so they only see the travel and day items.
At the bottom of the Main Content Pane, you will see three buttons - Add a new Schedule Item, Apply Schedule, and Confirm All. We have discussed the Add a new Schedule Item briefly, but now we turn our attention the the Apply Schedule button and the Confirm All buttons.
The Apply Schedule button will allow you to use the default schedules so you do not have to retype similar schedules. To apply a default schedule, just select the default schedule to apply and the event to associate the schedule with (you are not required to apply to an event, but you will not be able to view event items without an event). Did you notice the text at the bottom of the pop up that says Edit Default Schedule? Clicking on this link will send you to the default schedules. It is a nice way of jumping to the default schedules, especially if you can not remember how to get back to the default schedules screen.
You have finalized your schedule and you have made sure that all the items in your schedule have been confirmed. All your schedule items are still marked as unconfirmed. You could just go to each schedule item and mark each as confirmed, or you could use the Confirm All button. TIP: If you have confirmed all but a few schedule items, use the confirm all button. It is much easier to take a handful of schedule items and mark them as unconfirmed than to go in and try to confirm all but a handful of schedule items. Take some time to get familiar with this section - this is where many people will be spending most of their time in Master Tour.