Navigate to Manage > Aeros. Use the sort and filter features of the grid to find the Appointment you want to edit and click the blue View button on the left. You can also edit an Aero from many of the Aero Reports.
If you want to edit one of your own Aeros, you can get to the edit screen by clicking the View button on the My Dashboard screen, the E on the My Schedule screen, or the category link on the My Aeros screen.
The Screen Menu of the Edit Aero screen gives you options to make the current Aero into an Aero Template, to make is recurring (Make it into a Master Aero), or to Clone the Aero. You can edit the following fields:
Scheduled Start Date *Required | The original assigned start date. To change this, click on the calendar icon and choose a new date. |
Scheduled Duration *Required | The original estimated time the appointment should take. To change this, click on the clock icon or simply type in a new time. Note that the Scheduled duration needs to be in the hh:mm format. |
Due Date | If you want to specify a window of time for the appointment to happen, you can add an absolute due date here. For example, if the appointment needs to happen sometime between the 1st of the month and the 10th, you can put the 1st as the Start Date and the 10th as the end date. |
Assigned To *Required | The team member the appointment is assigned to. |
Type *Required | Choose an Aero Type from the drop-down menu. |
Company | The name of the company the appointment is associated with. |
Contact | The main contact for the appointment. |
Status | The status of the appointment (Not Started, In Progress, Completed, Canceled, Deferred). If you change the status to Canceled, it will be deleted. |
Priority | The appointment’s priority (Normal, Elevated, Critical). |
Hat | The job ‘hat’ the staff member is wearing for this task. |
Project | The project this Aero is associated with (choose from the drop-down menu or start typing a project name, company name, or project type to find). |
Billable | If the box is checked, the time spent on the appointment is billable. |
Subject: *Required | A short title for the appointment. This will be displayed on the Aero grids and lists. |
Description | A more detailed description of the appointment can be written here. |
Steps | The steps for performing the appointment. To add a new step, click the Add a new step button, then fill out the fields as follows:
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Time | If the appointment has been started and deferred there will be information on the Time tab. Click on the link to see the previous time entries. You can use the sort features of the grid to find a particular time entry
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Company Info | If there is a company name in the Company field, there will be a blue Company Info link. Clicking on the link will bring up a company information window with:
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Company Aeros | If there is a company name in the Company field, and there are any other Aeros assigned to that company, there will be a blue Company Aeros link. Click on the link to show the grid of all Aeros for that company. You can use the sort features of the grid to look for a specific Aero. The columns in this grid are:
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Vault | If the Aero has a Company assigned to it, there will be a blue Vault link. Click the link to see the entries in the vault. You can use the sort features of the grid to look for a specific vault entry. Note: Team members will only see vault entries with security levels that are less than or equal to their security levels. The columns in the vault are:
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Show More | Clicking the Show More button will open up more fields that give you information about the Aero:
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Delete this aero | Click this button to Delete the appointment. |
Edit Master Aero | If the appointment is one of a series of occurrences generated by a Master Aero, there will be an Edit Master Aero button. You can click this button to edit the Master Aero. Editing a Master Aero will change ALL Aeros generated by the Master that have not yet been started. Editing a single Aero that was generated by the Master will change only that one Aero. |
Close | Click the Close button to close without saving. |
Save and Start | Click the Save and Start button to save your changes to the Aero and start working on the appointment right now. |
Save and Close | Click the blue Save and Close button to save the task and close the Edit Task window. |
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