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Information on the LocPlus Event Calendar

OVERVIEW:

The Event Calendar is for keeping track of events you want to schedule for yourself (or others) You also using it to check on events you have scheduled that are due now! You can set the Event Calendar to automatically 'pop-up' when an event becomes due. More on that later in this document in the section titled 'USING ALERTS'.

The calendar has two modes. The first mode, DATE MODE, shows event by date. The second, OVERDUE MODE, shows all your overdue events.

First we will talk about DATE MODE which shows events by date. If the button in the middle of the window says 'Show Overdue Events' you are already in DATE MODE. If the button says 'Show events for xx/xx/xx' then you are in OVERDUE MODE so press the button to change to DATE MODE.

In DATE MODE you can select a date from the calendar (upper-left hand corner). The default date is you computer system date (i.e. today) You can click on another date box in the calendar to change the date within the same month. (Or the last week of the previous month or the first week of the following month) You can change months by using the pull-down on the top-right side of the calendar object. When you change the date, the open events scheduled for that date will be listed in the list at the bottom of the window. The list will be empty if there aren't any events for that date. To see events that have been completed from that date, make sure the box labeled 'Show completed events' is marked. Completed events are ones that don't require any additional action.

You can schedule a new event by clicking on the 'New event' button or view an existing event by double-clicking on it. See the section below titled 'EVENT INFORMATION' for a description of what is contained in an event. You may also print a list of the events for this date by pressing the 'PRINT REPORT' button. You may delete an event from this window by right-clicking on the event - and then confirming that you want to delete the event. Generally you will want to mark events completed rather than deleting them. You can still review completed events to keep a record of what work you have done.

If you want to view an event, double-click on it. A new window will open up for that event. You can change the date, time, rep, status, or note (description) of the event. If you change the Rep, the event will no longer be assigned to you and it will no longer appear on your calendar. The event will show up on the assigned rep's calendar.

or delete events for this date by pressing For information on the If you want to view an event, double-click on it. A new window will open up for that event. You can change the date, time, rep, status, or note (description) of the event. If you change the Rep, the event will no longer be assigned to you and it will no longer appear on your calendar. The event will show up on the assigned rep's calendar.

EVENT INFORMATION:

You edit event information on a separate window. The following is a list of information for each event and it's use.

  1. Close all windows in LocPlus. From the menu bar in LocPlus select the option TOOLS / PUBLISH EQUIPMENT.

  2. From the 'Publish equipment options menu' window, press the button labeled 'Publish to KOALAINC.COM'. The button will be renamed 'Publish to EquipmentMLS.com' soon.

  3. When asked 'Upload equipment web pages?' press the 'Yes' button to send information. press any other button to avoid sending information.

  4. It should only take a few minutes to send information. The amount of time will be related to the number of items to send. When the window turns grey with the message 'Web Site build completed!', the information send has been completed. The status will be displayed with any errors.

  5. Press the 'Exit' button to continue.

USING ALERTS:

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  1. Find a piece of machinery that you want sent to EquipmentMLS. You can look up machinery many different ways. The most common is to run the menu bar option FILE / FIND AVAILABLE EQUIPMENT.

  2. In the 'Equipment information' window (the pink window), press the 'Specifications' tab heading. The specification information will display.

  3. Towards the bottom of the page is a checkbox marked 'Maintain HTML Web Page' or 'Maintain Web page'. If this box is checked, the item will be displayed on your web site. The item will also be sent to EquipmentMLS upon your instruction. Check the box by clicking on it with your mouse. If you don't want the item displayed on EquipmentMLS, uncheck the box.

  4. Press the 'Update' button (or ask that changed information is saved when you exit the 'Equipment inforamtion' window.

  5. Continue marking equipment as desired.



YOU ARE DONE!