OS/2 Professional/OS2PRO194.ISO/os2/wps/progs/excal/excal.hlp

OS/2 Help File | 1993-10-21 | 103.0 KB | 501 lines

ΓòÉΓòÉΓòÉ 1. Using Your Calendar ΓòÉΓòÉΓòÉ

The calendar provides a means for a user to keep track of their day-to-day
activities. The calendar allows you to view months at a glance and to schedule
events for one or more days.  The events may be scheduled to occur on a single
day, daily, monthly, weekly, or yearly. To remind you of a given event, you can
set an event alarm.

Related information:

o Getting started
o Example use of Calendar
o Calendar views
o Calendar events
o Calendar and CUA


ΓòÉΓòÉΓòÉ 2. Calendar and CUA ΓòÉΓòÉΓòÉ

The Calendar is an example which demonstrates some of the key features of
Workplace interface and the value of using IBM's Common User Access (CUA)
methodology for user interface design and behavior.


ΓòÉΓòÉΓòÉ 3. Getting Started ΓòÉΓòÉΓòÉ

When you first install the calendar, a folder is created which contains a
calendar, event and place templates, and a folder of default places.

When opened, the calendar displays one or more events. When you double-click on
the calendar, it is displays in its default view, the Glance view.

The event and place templates can be used to create new event and place objects
for your calendar.

The Places folder contains a set of default places which can be used when
scheduling where events occur.  You can add additional places if needed.

To get started, double click the calendar. This will open the calendar in its
default glance view.  You can then add events. Refer to Creating Calendar
Events for more information.


ΓòÉΓòÉΓòÉ 4. Calendar Views ΓòÉΓòÉΓòÉ

The calendar supports three views of its events: Glance, Icon, and Details
view.

o Calendar Glance view
o Calendar Icon view
o Calendar Details view


ΓòÉΓòÉΓòÉ 5. Calendar Glance View ΓòÉΓòÉΓòÉ

The calendar's default view is Glance view. This is similar to the "month at a
glance" presentation found in most traditional calendars.

The leftmost pane, glance, shows the current month in a grid-like fashion. From
here you have various menu choices depending upon whether the pop-up menu is
initiated on the day or the entire pane. If you bring up a pop-up menu from the
day

the menu choices are as follows

o View events
o Delete events
o Create events

If you bring up a pop-up menu for the left pane,

the menu choices are as follows

o Next month
o Previous month
o Month
o Other month
o Refresh now
o Sort events

The rightmost pane, events, shows all the events which occur on a given day or
days. If you bring up a pop-up menu over an event the following menu for the
event will appear.

The pop-up menu includes

o Start time
o Duration in hours
o End time
o Day
o Repeat
o Replace place with
o Turn alarm on

If you bring up the pop-up menu for the rightmost pane

the pop-up menu includes

o Create event
o Delete past events


ΓòÉΓòÉΓòÉ 6. View Events ΓòÉΓòÉΓòÉ

This option displays all the events occurring on the specified day(s). If the
mouse is over a day which is not selected, the events for that day are
displayed. If the mouse is over a day which is selected, the events occurring
on that day and any other selected days are displayed. For additional
information on viewing calendar events, refer to Viewing Calendar Events


ΓòÉΓòÉΓòÉ 7. Delete Events ΓòÉΓòÉΓòÉ

This option deletes all events occurring on the specified day(s). If the mouse
is over a day which is not selected, the events for that day are deleted. If
the mouse is over a day which is selected, the events occurring on that day and
any other selected days are deleted. For additional information on deleting
calendar events, refer to Deleting Calendar Events


ΓòÉΓòÉΓòÉ 8. Create Events ΓòÉΓòÉΓòÉ

This option creates an event(s) for the specified day(s). If the mouse is over
a day which is not selected, an event is creating for that day. If the mouse is
over a day which is selected, a separate event is created for that day and each
selected day. If the mouse is on the events pane, an event is created for
today. For additional information on creating calendar events, refer to
Creating Calendar Events


ΓòÉΓòÉΓòÉ 9. Next Month ΓòÉΓòÉΓòÉ

This displays the next month of the calendar.


ΓòÉΓòÉΓòÉ 10. Previous Month ΓòÉΓòÉΓòÉ

This displays the previous month of the calendar.


ΓòÉΓòÉΓòÉ 11. Month ΓòÉΓòÉΓòÉ

You can use this option to quickly change the glance view month to a month
which occurs within seven months of the current month.


ΓòÉΓòÉΓòÉ 12. Other Month ΓòÉΓòÉΓòÉ

This option brings up a dialog allowing you to select which month is displayed
by the calendar.


ΓòÉΓòÉΓòÉ 13. Refresh Now ΓòÉΓòÉΓòÉ

This option refreshes both panes of the glance view.


ΓòÉΓòÉΓòÉ 14. Sort Events ΓòÉΓòÉΓòÉ

Choose this option to sort the events by name or time.


ΓòÉΓòÉΓòÉ 15. Delete Past Events ΓòÉΓòÉΓòÉ

Under Construction.


ΓòÉΓòÉΓòÉ 16. Start time ΓòÉΓòÉΓòÉ

Use this choice to set the starting time of an event.

Once set the ending time is adjusted based on the duration of the event. If
additional granularity is need for time (i.e. 8:15), open the Settings for the
event and turn to the Time page.


ΓòÉΓòÉΓòÉ 17. Duration ΓòÉΓòÉΓòÉ

Use this choice to set the duration of an event.

Upon changing the duration of an event, the starting time for the event remains
the same, and the ending time is adjusted to account for the change in
duration.


ΓòÉΓòÉΓòÉ 18. End time ΓòÉΓòÉΓòÉ

Use this choice to set the ending time of an event.

Upon changing the ending time of an event, the duration of the event is changed
to account for the change in the ending time. There is no changes made to the
starting time.


ΓòÉΓòÉΓòÉ 19. Day ΓòÉΓòÉΓòÉ

Use this choice to set the day of the event.  The cascaded menu choices are the
current day (today) and the next six days.  If the event day you want to set is
more than six days from today, open the event Settings and turn to the Time
page to set the event date.


ΓòÉΓòÉΓòÉ 20. Repeat ΓòÉΓòÉΓòÉ

Choose one of these choices to have an event repeat for a given number of days,
weeks, months, or years.


ΓòÉΓòÉΓòÉ 21. Replace place with ΓòÉΓòÉΓòÉ

Choose one of these choices to change the location where an event is to occur.
Not all of the available places are shown in this menu: Open the event Settings
and turn to the Places page to see all available locations.

Note:  You may create more places by selecting Create another from an existing
place. Also, you can set the place of an event by dropping a place on the
event.


ΓòÉΓòÉΓòÉ 22. Turn alarm on ΓòÉΓòÉΓòÉ

This toggles the event alarm on or off. If the alarm is being turned on, it is
set to occur five minutes prior to the event start time. This may be changed by
opening the settings of the event and changing the alarm advance minutes from
the Summary page.


ΓòÉΓòÉΓòÉ 23. Calendar Icon View ΓòÉΓòÉΓòÉ

The icon view of the calendar displays all the events in the calendar with no
filtering based on days or months as provided by the glance view.


ΓòÉΓòÉΓòÉ 24. Calendar Details View ΓòÉΓòÉΓòÉ

The details view of the calendar displays all the events in the calendar in a
report-like format. Each event is listed with its summary information (i.e.
date, time, and place).


ΓòÉΓòÉΓòÉ 25. Calendar Events ΓòÉΓòÉΓòÉ

Related information:

o Viewing calendar events
o Setting event alarms
o Adding event attachments
o Changing event time or date
o Reoccurring events


ΓòÉΓòÉΓòÉ 26. Setting Event Alarms ΓòÉΓòÉΓòÉ

You can set an alarm for each event in the calendar. There are various ways
that can be used to set the alarms, depending upon your preference.

Event pop-up menu

Display the event's pop-up menu by selecting mouse button 2 while the cursor is
over the event whose alarm is to be set. If more there is more than one event
whose alarm is being set, extended selection may be used to choose the events.
The pop-up menu should then be brought up and the "Turn alarm on" or "Turn
alarm off"  choice selected.

This menu item is toggled between "on" and "off" depending upon  whether the
event has an alarm set or not. The default is for the alarm to occur five
minutes prior to the start time of the event.

Open Event Settings

Open the event's Settings by double-clicking mouse button 1 while the cursor is
over the event whose alarm is to be set. Once open, the events setting's
Summary page is displayed. From here you can toggle the alarm on or off.
Additionally, you can change the time the alarm is to go off, relative to the
start of the event.

Calendar menu "Selected" choice

This method is similar to the pop-up menu method except that you select "Set
Alarm" from the "Selected" menu pulldown.


ΓòÉΓòÉΓòÉ 27. Adding Event Attachments ΓòÉΓòÉΓòÉ

Attachments may be associate with an event as a reminder of things you might
need when the event occurs. For example, you may have a business meeting to
which you would like to bring presentation material.  You can associate any
workplace object with an event, such as a document, video presentation, or
program. Each event can have any number of attachments associated with it. To
do this, open the event settings and turn to the second page of the "Summary"
section.

Using direct manipulation techniques, drag the object you would like to
associate to the the attachment area of the event setting's page.


ΓòÉΓòÉΓòÉ 28. Changing Event Time or Date ΓòÉΓòÉΓòÉ

There are various ways to change an events time and/or date.

Event pop-up menu

Move the cursor over the event and bring up its pop-up menu. The pop-up menu
includes

o Start time
o Duration in hours
o End time
o Day
o Repeat

Event Settings

Open the event settings and turn to the Time page.

The Time page contains spin boxes which can be used to change the date (month,
day, and year) and the start and end time.

Direct Manipulation

Each event contains a time "well" which will always contain only one time
object.

Using direct manipulation, you can drag any time object to the time "well" and
it replace the one currently there.


ΓòÉΓòÉΓòÉ 29. Reoccurring Events ΓòÉΓòÉΓòÉ

Under construction.


ΓòÉΓòÉΓòÉ 30. Creating Calendar Events ΓòÉΓòÉΓòÉ

Under construction.


ΓòÉΓòÉΓòÉ 31. Deleting Calendar Events ΓòÉΓòÉΓòÉ

Under construction.


ΓòÉΓòÉΓòÉ 32. Viewing Calendar Events ΓòÉΓòÉΓòÉ

You can view the events for a single or multiple days from  the calendar.
There are several methods provided for viewing the events, depending upon your
preference.

Glance day pop-up menu

This is done by selecting mouse button 2 while the cursor is over the day to
viewed. If you would like to see the events occurring for more than one day,
select the days and then select the "View Events" choice.

This will cause the appropriate events to be displayed in the right pane of the
calendar window. Any events previously in view will remain in view.

Double click on glance day

You can double-click the mouse over the day and only the events for that day
will be displayed in the right pane of the calendar.

Calendar menu "Selected" choice

This method is similar to the pop-up menu method except that you select "View
Events" from the "Selected" menu pulldown.

The calendar events are displayed on the right pane of the calendar window as
shown below.


ΓòÉΓòÉΓòÉ 33. Example use of Calendar ΓòÉΓòÉΓòÉ

Joseph is working at his desk when he receives a phone call from an important
client. This client would like to meet with Joseph on a particular day to
review his latest sales proposal. Joseph decides to consult his on-line
calendar to determine if the meeting will be possible. Joseph will need to
glance at his calendar and see what, if anything, is already scheduled for that
day. Joseph double clicks the calendar icon on his screen to open his calendar.

Upon double clicking Joseph is presented with a window showing the calendar in
its default glance view. The leftmost pane shows the current month in a
grid-like fashion similar to what a user would expect to see in a traditional
calendar. Each day of the month is shown in a cell of the grid. Just as Joseph
may write in events for a given day of the month on a traditional calendar,
Joseph may choose one or more of the days in the glance view to show or change
the events for. This is unlike the traditional calendar where a user will
always see all of the events for a given month.

Joseph double clicks on the proposed day to determine what events he has
already scheduled for that day.

The events for each day are displayed in the rightmost pane of the glance view.

Upon viewing the events Joseph sees that he has two morning events for that day
and none in the afternoon. He would like to schedule the meeting for 2 in the
afternoon. He confirms this time with his client and schedules a meeting in his
office. He does this by moving the cursor to the proposed day and bringing up
the pop-up menu for this day.

He then chooses "Create event" which creates the event for this day. The event
is created with a default time and place.

Changing event time

Joseph is still working at his desk an hour later when his important client
calls back. The client informs Joseph that due to a conflict he would like to
make their meeting two hours later. Since Joseph has already scheduled the
meeting in his calendar, he must now change the time of the scheduled event.

Joseph goes to his computer and opens his calendar in the glance view. He opens
on the proposed day to see the events for this day.

Joseph moves the cursor over the meeting event and brings up its pop-up menu.
From this pop-up he chooses "Start time".

A cascaded menu then appears with all of the possible times in half hour
increments. He selects 4 pm and the start time is changed for his event. He
repeats these steps in order to "Set end time" for the event.

Joseph is curious and decides he would like to explore a different way to
change his event's time. He opens his event which displays the settings view
for his event. The settings notebook has five pages (i.e. Summary, Time, Place,
Window, and General). He selects the time page.

From this page he sees two spin boxes which display the event's "Start time"
and "End time". He then changes the event's time with these.

Having accomplished that task, Joseph becomes more curious and wants to explore
the use of direct manipulation to change the place of his event. Joseph will
need an overhead projector to show his clients some business information.  He
will therefore need to move his customer meeting to a classroom which has this
equipment. He clicks on another day of the month and notices that there is an
event which has the same place he would like to have for his customer meeting.
He opens the setting for the event and notices that it has a "well" with a
place icon in it.

Joseph starts dragging the place  over his event and drops it. The place is
updated to reflect the same place as the other event had. The time of day could
be changed in a similar fashion using the time "well" in the event.

Associating objects with an event

Joseph is reviewing his materials for his scheduled meeting with his important
client. He remembers that he has some items (i.e. legal documents and signature
forms) which he must remember to bring to the meeting. He would like to attach
the list of these items to his scheduled event in the calendar so that he does
not forget them.

Joseph goes to his screen to find the necessary documents and forms. He drags
the items over to his event and drops them. They are then added to his event's
list of attachments. He wants to make sure that he has everything, so he opens
his event to double check.

Upon viewing the attachments, he sees that he is missing a signature form. He
finds the form and drags it over to the attachments list in his open event.

After finishing all this, Joseph gets another call from his client saying that
he would like to change the day of their meeting. He would like to move it
forward a couple of days. Joseph opens his calendar in the glance view and
finds the meeting event on the previously scheculed day. He drags the event
over the new proposed day and drops it. The event is then updated to occur on
the new day.

Calendar and event presentation cues to purpose

While preparing for his meeting, Joseph glances at his calendar and notices
that the day before his meeting is a weekend. This weekend will affect his
ability to obtain the proper financial documents from his bank. Realizing this
fact, he changes his plans for the Friday before the weekend in order to get
the documents before his meeting.

Joseph was able to determine this quickly because the weekends are
distinguished from the weekdays using different shadings. He then plans to have
the documents completed the prior Friday for his Monday meeting.

While sitting at his desk, Joseph receives a call from a friend wanting to make
dinner plans for that evening. Joseph again consults his calendar and easily
finds the current day as it has a different shading then the other days.

He views his events for this day and sees that he is free for dinner. Joseph
then brings up the pop-up menu for this day to create a new event. He is
reassured that he is adding the event to the correct day because the day has
context emphasis (i.e. dashed box).

After finishing the phone call with his friend, Joseph's manager informs him
that there is a mandatory two day seminar which he must attend. Joseph opens
his calendar and selects the two days. The two days are hilited indicating that
they have been selected. He then brings up a popup menu for the two days and
schedules and creates a seminar event for them.

Joseph sits back and looks at his calendar. He realizes that this is going to
be a busy month. He notices that he has something scheduled for most days
because the number for each day is underlined indicating that he has event(s)
scheduled for those days.

The calendar provides visual feedback to tell the user what action is taking
place or what object is being acted on. Additionally the calendar combines
different colors and emphasis to indicate to the user unique things about
certain days. (i.e. diagonal lines).