Omni Diary

By default, the diary shows a list of items for the current user. This view can be changed using the one or more of the filter options beneath the grid.

The lists can be sorted by clicking on the column headings. A second click on the header will change the order from ascending to descending or vice versa.

A new diary item can be created using the New button, which will display a new window where all the information can be stored.

Items can be amended by selecting the item from the grid and using the Amend button or by double clicking on the item. This screen also show the ‘Details’ field which is not displayed in the grid.

To mark an item as complete, enter the amend screen and tick the Completed box. This will then display two extra fields for the date completed and the user who completed the task. These default to the current date and user but can be amended manually.

The current diary view (as displayed in the grid) can be sent to Excel using the Send To Excel button.

For those companies who have the OmniWork package, the diary will automatically move items which are due on the current day (or are overdue on the current day) to the Work List in OmniWork. They will be marked as ‘Assigned’ in the diary once they have been moved to OmniWork. An email is sent to the person who diaried the item, telling them that the item has been added to their worklog. An email is also sent to the master user with a list of all items that have been moved from the diary to the Worklog. The Deadline for each task is also calculated.