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Knowledgebase: EIOBoard
EIOBoard Basics
Posted by Travis Fleenor on 25 October 2017 01:37 PM

Below is an easy to follow tutorial on status updates, notes, chat and creating future statuses in the EIOBoard Application and Outlook Add-In.

 

 

Right Click or Double click on your name to change your status<b><i>&nbsp;or on another user to change their status.</i></b>

Click <span class=""><i><b>Other</b></i> if you want to specify a status other than the defaults</span>

Click <span class=""><i><b>the status you want to select</b></i></span>

Click <span class=""><i><b>Future Status&nbsp;</b></i>to specify a return time</span>

<span class="">select whether to add the status to Outlook or the comapny EIOBoard Calendar<b style="font-style: italic;">&nbsp;</b><i></i></span>

 

Click <span class="component"><i><b>Comment:</b></i></span>

Type in <span class=""><i><b>Comment:</b></i></span>&nbsp;

Click <span class=""><i><b>Auto Return Status&nbsp;</b></i>if you want to set a status to enter into when your return time is reached</span>

Click <span class=""><i><b>the drop down</b></i> to specify what the return status should be</span>

Click <span class=""><i><b>the desired return status</b></i></span>

Click <span class="component"><i><b>OK</b></i></span>

Right Click <span class=""><i><b>a name&nbsp;</b></i><b></b>to enter a receptionist comment</span>

Click <span class=""><i><b>Receptionist Comment</b></i></span>

Receptionist comments are static comments that persist through statuses whereas status comments apply only to the status entry on which they are created.

Right Click <b><i>a name to send a note</i></b>

Click <span class="component"><i><b>Send Note</b></i></span>

Enter the text of the note. If Send E-mail Alert and Send Text Message Alert are checked notifications will be sent to the user to notify them they have received a note.&nbsp;<br><br>Quick pick messages can be configured for repeat use

Click <span class=""><i><b>Send</b></i></span>

Click <span class=""><i><b>dropdowns&nbsp;</b></i>on the left to specify search criteria</span>

Click <span class=""><i><b>dropdown</b></i></span>

Click <span class=""><i><b>Status:<br><br></b></i>you can filter easily by status, status type (In, Out, Unavailable) location. Groups are the tabs on the right.&nbsp;<br><i><b>Your administrator may also configure custom search filters</b></i></span>

Click <span class="component"><i><b>Home Office</b></i></span>

Click <span class="component"><i><b>Close</b></i></span>

Click <span class="component"><i><b>In</b></i></span>

Click <span class="component"><i><b>Close</b></i></span>

Click <span class="component"><i><b>Out</b></i></span>

Click <span class="component"><i><b>Close</b></i></span>

Click <span class="component"><i><b><All></b></i></span>

Right Click <span class=""><i><b>a name to chat with that user<br><br></b></i><i>(users must be logged on to EIOBoard to send chats)</i><i><b><br></b></i></span>

Click <span class="component"><i><b>Chat</b></i></span>

Type in <b><i>your message&nbsp;</i></b>and Press <b>Enter</b>

 

Click <span class="component"><i><b>Close</b></i></span>

Right Click <span class=""><i><b>your own name</b></i></span>

Click <span class="component"><i><b>Calendar</b></i></span>

Click <b><i>the date you wish to add a future status to</i></b>

Doubleclick <span class="component"><i><b>Update Status</b></i></span>

Define the date and time of the future status including return time

Type in <span class=""><i><b>Comment:</b></i></span>&nbsp;

Type in <span class="component"><i><b>Comment:</b></i></span> and Click <span class="component"><i><b>12:00 AM</b></i></span>

Type in <span class="component"><i><b>12:00 AM</b></i></span> and Click <span class="component"><i><b>12:00 AM</b></i></span>

Click <span class="component"><i><b>12:00 AM</b></i></span>

Press <b>Down</b>

Click <span class="component"><i><b>2:00 AM</b></i></span>

Press <b>Down</b>

Click <span class="component"><i><b>OK</b></i></span>

Right Click <span class=""><i><b>calendar event</b></i></span>

Click <span class="component"><i><b>Delete Future Status</b></i></span>

Click <span class="component"><i><b>Yes</b></i></span>

Click <span class="component"><i><b>Close</b></i></span>

when you Click <span class=""><i><b>Close </b></i>EIOBoard will be minimized to the system tray. The icon is a pencil. Many actions can be performed by right clicking on this icon including updating status</span>

Click <span class="component"><i><b>OK</b></i></span>

That's it. You're done.


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