To start the configuration, start by opening the RIO Plan Configuration Tab in the RIO Plan App.
The Planner Options tab allows you to customize the planner to your workplace needs and requirements.
- Day Start Times – This can be customized to show your business working hours. If you choose to not customize, this will show the planner in a 24 Hour Layout. For example, if your business hours are 8:00 am to 5:00 pm, you would set the start time to 8:00 am.
- Day End Times – The day end time is the same as the day start time. It is used to customize business hours. For example, if your business hours are 8:00 am to 5:00 pm, you would set the end time to 5:00 pm.
- Hours per Grid Line – Draws a line on the planner for every x number of hours.
- Skip confirmation after moving bookings – When enabled, it will not show a confirmation message when you move bookings within the planner.
In the Color Mapping tab within the RDS Configuration page, you can assign a color to each booking status. The color is dependent on the booking status picklist value.
Note: extra status’ created during configuration will also appear here.
This option allows you to select a custom lookup field (Function) to be visible on the planner.
Note: This should have been completed during installation, step 6.
For more tutorials from RIO Functions click here