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Schedule Event tab

Use this tab to schedule status events for clients. The events available for scheduling on this tab are defined on Setup, Office& Configuration, then Status tab.
To open this tab, choose Utilities then Client Status (or select the Client Status button on the toolbar) and select the Schedule Event tab.

Fields & buttons

The Client list shows all of the clients who meet the criteria selected in the Focus group box. Select the client for whom you want to schedule status events and use the Add button to the right to schedule the desired events.
The Event list shows events that are scheduled for the selected client.
Select the event that you want to schedule and use the fields in the group box below to enter scheduling information.
Enter the date on which you want the event to occur, or select the Calendar button on the right to choose a date from the Calendar dialog.
Enter the time at which you want the event to occur.
To indicate the duration of the event, select a length of time from the drop-down list.
Enter a comment about the event, if desired. The comment will appear when you hold your cursor over the client's name in the Calendar dialog.
Select the Review Schedule button to open the Calendar dialog and view a calendar of the scheduled events.

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.

Calendar dialog

The grid on the Calendar dialog allows you to view the scheduled events in a calendar format. Use the field and options in the View group box to sort the information by preparer/staff, date and time.
Use this small monthly calendar to view scheduled events for previous or future months. To return to the current day, right-select and select the Go to today button.
Choose the name of the preparer, reviewer, or staff member whose events you would like to view. To view all events, choose
All Preparers
.
Choose an option to view a one-day, five-day, or seven-day calendar of events.
Choose an option to view the calendar in 15-, 30-, or 60-minute increments.

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