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Editing Calendars - Advanced Calendar Settings - Adding Events
Editing Calendars - Advanced Calendar Settings - Adding Events

You can make basic changes to your calendars by editing, or you can change or add calendar modes through Advanced Calendar Settings

Updated over a week ago

How do I edit my calendars or create events?

You can edit your calendar through the Service Delivery Console

You can edit the basic details or you can add/change modes on your automatic calendar


Step by step guide

Accessing Calendars

Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password

Select the Service Delivery Console

Click on the Calendars tab

When you access the list of Calendars you will see this table

For a brief introduction to Calendars, see our Overview Guide here


Editing Calendar Details

Navigate to the Calendars list in the Service Delivery Console

Identify the calendar you want to edit from the Calendar table

Click on the blue pen Edit button

This will enable you to edit the name and opening/closing times of your calendar only

Change the Name of your calendar

Change the opening or closing times of your calendar

If the opening times are different throughout the week you will have to change them through Advanced Calendar Settings

Save your changes

The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen

Any issues will be detailed in the Error pop ups

Cancel will close the window without making any changes


Advanced Calendar Settings

Modes can be added to Calendars to create an event. The messages and actions for that Mode can be set in the call flow

For more information on amending your call flow, see our X-Flow help guides here

There are standard Modes created on Surgery Connect with pre-set messages, however, you can create new Modes if extra options are required.

Your calendar runs automatically. Modes can be added to the calendar in advance and when it is time for the event, the call flow will automatically follow the designated call route for that Mode

For example, the Holiday Mode will advise that the practice is closed for Public Bank Holidays, and that patients should dial 111 if they need assistance before the practice opens, or 999 if it is an emergency

The call will then disconnect so that the patient can dial another number. All of the pre-set messages and actions can be modified in X-flow


Adding a Mode to a Calendar

Single Event

Navigate to the Calendars list in the Service Delivery Console

Identify the calendar you want to edit from the Calendar table

Click on the teal Advanced Calendar Settings button

Use the Navigation Arrows to move to the date needed on the calendar

Drag and drop the required Mode from the left-hand side on to the correct date and the approximate time on the calendar

The Event Manger will pop up

Check or change the Start and End Time of your event and check or change the Event Date

Toggle Full Day on if the event is for the full day

You can change the Event Date here if you need to

Check or change the Assigned Mode. The mode showing will be the mode you dragged onto the calendar

To change the mode click on the dropdown menu and select a different mode

Save your changes

The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen

Any issues will be detailed in the Error pop ups

Cancel will close the window without making any changes

Repeating Events

Navigate to the Calendars list in the Service Delivery Console

Identify the calendar you want to edit from the Calendar table

Click on the teal Advanced Calendar Settings button

Use the Navigation Arrows to move to the date needed on the calendar

Drag and drop the required Mode from the left-hand side on to the correct date and the approximate time on the calendar

The Event Manger will pop up

Toggle Repeat on

The Event Manager will change. In the Repeat area of the Event Manager you can change the Repeat settings for your event

Weekly

You can choose to have a calendar repeat every week (or every 2, 3, 4 weeks if desired). When selecting a weekly repeat schedule, this will default to 1 week

From this tab, you can also choose the days that this repeats on, by either manually selecting the days from the tick boxes, or by choosing a pre-set day selection:

  • Every Day

  • Monday to Friday

  • Saturday to Sunday

Monthly

From the Monthly tab, you can choose to repeat an event on the same day each month at your desired intervals (every 3 months on the 3rd day, for example) by using the first radio button

Alternatively, by selecting the second radio button you can choose your repeat schedule based on the below:

  • Recurrence Regularity - First, Second, Third or Last

  • Recurrence Day - Specified day of the week

Yearly

By selecting the Yearly tab, you can choose to have a calendar event repeat on a set date and month each year

Please note: when scheduling a yearly repeat, the Save button will be disabled when a date that does not exist is selected (e.g 31st February)

If you do not select and End Date the event will run indefinitely

Toggle Full Day on if the event is for the full day

Check or change the Assigned Mode. The mode showing will be the mode you dragged onto the calendar

To change the mode click on the dropdown menu and select a different mode

Save your changes

The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen

Any issues will be detailed in the Error pop ups

Cancel will close the window without making any changes

For more information on adding Calendar Modes, see our help guide here

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