User's Manual - Drake Software

Scheduler
Drake Software User’s Manual
1. Click Setup. The Scheduler Setup dialog box is displayed.
2. Select a preparer from the Open setup schedule for drop list. The Setup Schedule
dialog box (Figure 4-11) is opened for the selected preparer.
Figure 4-11: Setup Scheduler dialog box for a preparer
3. Under the Standard Schedule tab, mark one or more boxes to select days preparer
is in the office (item #1 in Figure 4-11). This activates the In and Out drop
lists (item #2 in Figure 4-11).
4. Select the “in” and “out” times for the selected days (time preparer arrives at the
office, goes to and returns from lunch, leaves for the day, etc.).
5. Click Apply (item #3 in Figure 4-11).
The preparer’s “in” and “out” times appear in the Standard Schedule grid. (item #4 of
Figure 4-11.)
6. Click Save.
NOTES
Use the Detail Schedule tab to indicate where the schedule changes
for a certain time — for example, if a preparer is going to be out several
hours on a particular morning to meet a client.
In the preparer’s Appointment Scheduler window, the rows indicating
the preparer’s “out” times will be shaded a different color from the rows
indicating the preparer’s “in” times
Calendar
Settings
Calendar viewing options are shown in the Calendar Settings section of the Calendars
tab of the Scheduler Setup dialog box (Figure 4-12 on page 89).
88 Tax Year 2012