Related Topics Reference
Appointments may be meetings or other events that occur in regard to Bridgeway Suite. When an appointment is created in Bridgeway Suite, Lotus Notes/Microsoft Outlook can be updated with the relevant information.
To Add an Appointment:
1. From the Calendar tab or the Calendar List page of the Calendar module, click the New button and select Appointment from the dropdown list. Alternatively, if a date field on a tab has been linked to the Calendar, click the 
icon next to the date field.
2. If you accessed the Calendar dialog box from the Calendar module, an additional field allows you to indicate the matter/entity to which this appointment is to be attached. Click the … button next to the Matter Name/Entity Name field to select a matter/entity.
3. Type a subject for the appointment that will display on the Calendar List page and a location if needed, then select an event category (determined by the System Administrator).
4. Click the Private checkbox to make the appointment visible to assigned users only.
5. Click the Calendar button next to the Start Time field and select a date. The start time will default to the current time (closest 15-minute increment). Change the start and end times if needed.
6. To have Lotus Notes/Microsoft Outlook display a reminder notice, click the Reminder checkbox and enter the reminder time in minute increments. The time will be converted to hours and minutes in Lotus Notes/Microsoft Outlook. For example, to have Lotus Notes/Microsoft Outlook send a reminder an hour and a half before the event, enter “90”. You also can use the Calendar Appointment Alerts widget on the Bridgeway Suite home page for reminders.
7. To send a notification of the appointment to a user in the Invitees list, click on the checkbox next to the user name. Users who appear in the list have an associated person record attached to the Bridgeway Suite user identifier.
8. To send a notification of the appointment to a user in the Invitees list, click on the checkbox next to the user name. Users who appear in the list have an associated person record attached to the Bridgeway Suite user identifier.
9. Click Save to save your changes. If the Save to Notes/Outlook checkbox is selected, the Lotus Notes/Microsoft Outlook data entry screen will open and the fields entered for the appointment will be imported. If Microsoft Outlook is not open, you will be asked to enter your Microsoft Outlook password when the appointment data entry screen is accessed.
To Edit an Appointment:
1. From the Calendar module, double-click on an appointment on the Calendar List page. From the Matters module (eCounsel only) or the Entities module (Secretariat only), click on the appointment on the Calendar tab.
2. On the Calendar dialog box, make changes as needed.
3. Click Save.
To Copy an Appointment:
Select the appointment on the Calendar tab or Calendar List page, and click the Copy button. A copy of the data window will open. Change the appropriate information and save.