To configure directories, select [Appointment] and then [Directories] from the main menu.

The list of directories contains the following directories:

• Appointment Types
• Reasons for Not Completing Appointment Elements
• Travel Types

To edit a directory, it is necessary to select one of the available options. The user can add new elements to particular directories or modify existing ones. If no value has been added to a given directory yet, the following notification is displayed: “No values. No values have been added.”

Appointment Types directory

In order to define a new appointment type or edit an existing one, select the [Appointment Types] tile.

Selecting the tile opens the list of all appointment types. The application presents appointment type names, their colors, and statuses; it is also possible to edit a given appointment type by selecting .

The list of appointment types may be filtered out by providing a relevant name in the Search by Name field.

Adding a new appointment type

By using the [New Value] button in the top right corner, the user may add a new value to the list of appointment types.

In the New Appointment Type window, it is possible to specify an appointment type’s name, its status, and color. To confirm the creation of a new appointment type, select the button [Add].

Editing an appointment type

The editing option  enables the user to modify an appointment type. The process is similar as in the case of adding a new value.

Reasons for Not Completing Appointment Elements directory

In order to define a new reason for not completing appointment elements or edit an existing one, select the [Reasons for Not Completing Appointment Elements] tile.

Selecting the tile opens the list of all defined reasons for not completing appointment elements. The application presents their names and statuses; it is also possible to edit a given reason by selecting .

The list of reasons may be filtered out by providing a relevant name in the Search by Name field.

Adding a new reason for not completing appointment elements

By using the [New Value] button in the top right corner, the user may add a new value to the list of reasons for not completing appointment elements.

In the New Reason for Not Completing Appointment Elements window, it is possible to specify the name and status of a new reason for not completing appointment elements. To confirm the creation of a new reason, select the button [Add].

Editing a reason for not completing appointment elements

The editing option  enables the user to modify a reason for not completing appointment elements. The process is similar as in the case of adding a new value.

Travel Types directory

In order to define a new travel type or edit an existing one, select the [Travel Types] tile.

Selecting the tile opens the list of all defined travel types used in mileage records. The application presents their names, information on whether a given travel type is predefined or user-defined, and statuses; it is also possible to edit a given travel type by selecting .

The list of travel types may be filtered out by providing a relevant name in the Search by Name field.

Adding a new travel type

By using the [New Value] button in the top right corner, the user may add a new value to the list of travel types.

In the New Travel Type window, it is possible to specify the name of a new travel type and its status (Active by default). To confirm the creation of a new travel type, select the button [Add].

Editing a travel type

The editing option  enables the user to modify a travel type. The process is similar as in the case of adding a new travel type.