OurAgenda

User Manual

Contents

Getting Started

Starting the Program

About User Interface

What is Multiple Profiles?

What is Owner name?

Managing Profiles

Adding Profiles

Deleting Profiles

Managing Events

Adding Events

Viewing Events

Editing Events

Deleting Events

Purging Past Events

Other Tools

Importing Events

Importing Events from Contacts

Importing Events from text files

Exporting Events through IR

Starting the program

OurAgenda is a simple All-day appointment and event manager that makes managing all-day events and appointment very easy. OurAgenda is suitable for tracking events such as Birthdays, Anniversaries, Holidays, Festivals, Important dates, and Vacation. Multiple views allow you to view the entire list of events for all profiles to one type of events for a single profile, weekly, monthly and complete list.

Starting the program for the first time

When you start OurAgenda first time after installation, in the following screen you will be asked the Owner name. Owner name is the first profile (User) you configure to start using OurAgenda. Unlike other Calendar event managers, OurAgenda can manager events for multiple people that are termed as Profiles.

Once you have entered the owner name and clicked on the “OK” button, you are ready to start using OurAgenda.

Starting the program every time

Once the owner name is entered and you have exited the program with or without configuring events, any subsequent invoking of OurAgenda will bring the main screen.

In the main screen, a list of events already entered is displayed along with the event type and profile name for which it is displayed.

About User Interface

OurAgenda User interface consists of onscreen buttons, icons, tap on lists as well as menus.

View ICONs

View ICONs are displayed at the bottom of the screen that allow you to view All events, events for next 1 week or events for next 1 month.

• Icon with 5 “.”s displays event for next one week
• Icon with 25 “.”s displays events for next month
• Icon with 5 lines of “.” And Line combination displays all events.

Selecting event types

In the top of the screen, there is a drop down box on left and one on right. The one on left is used to select the type of event you want to view on the main screen. When you click on the drop down list, you will get a list of all types of event the system can handle such as Holidays, Birthdays etc.

• If you want only one type of event to be displayed, select that type.
• Selecting “All Events” will display all types of events.

Selecting the profile (User) for which you wants events listed

On the right side of the first line on the main screen, there will be a drop down list that contains names of all profiles configured in OurAgenda.

• Click on this list and select the profile name for which you want the events listed
• Click on the list and select “All Profiles” if you want events listed for all users.

Event list

The main body of the main screen lists events that are in the system now. Event display changes based on the type of event you have selected, and the profile name.

• If “All Events” is selected then the heading of this list contains Event name, Start date and Days. The information displayed are ICON representing the event, Name of the event, Date on which the event starts, and Duration of the event in number of days.
• If any particular event type is selected, then the heading is displayed according to the event type e.g. if event type selected is Birthday, then the heading contains “Birthday”, “Date”, “Age”. Similarly if it is Anniversary, it will contain “Anniversary”, “Date”, “Year”
• The body of the list contains just a list of events or a list of events with intermittent profile name based on what you have selected in the “Profiles” drop down list.
• If a single profile is selected, all events in that profile is listed.
• If “All Profiles” is selected, the list will contain sub-lists for each profile. In this case, in one line a profile name will be displayed followed by all events for the profile.

Menus

There are 4 menus in the main screen

• File  menu has the option to close OurAgenda.
• Edit menu contain Purge Expired events, Add Profile, Delete Profile option.
• Tools menu contain Import from file, Import from contacts option.
• About menu displayed the version number of the program and copyright message

What is Multiple Profiles?

OurAgenda can manage events for you, your family, or your group. Events can be individually or collectively entered for one person or multiple people. Each person’s identity in OurAgenda is termed as profile. OurAgenda also provides the option to view events for a single profile or multiple profiles at a time.

What is Owner Name?

Although OurAgenda can handle events for multiple profiles, the export event to calendar database is purposely restricted for the owner of the device who manages all events so as to not make the calendar application complex by entering events in to it for all profiles. The profile for which OurAgenda gives you the option to export to calendar database is identified as the owner profile, which is gotten from you when the program is started at the beginning.

Adding profiles

Since OurAgenda supports multiple profiles, it provides the option for you to add profiles through the tools menu.

• In the Add Profile screen, you enter name of the person for whom you want to manage events and click on the Add button.
• If no name is entered and you want to exit the prgoram, click on Cancel button.
• You can add as many profiles as you like, even profiles for which you are going to manage events temporarily as you can delete them using the Delete Profile option once you no longer have to manage events for that person.

Deleting profiles

Delete profile option allows you to delete profiles for which you no longer wish to manage events.

To delete a profile:

• Select Delete Profile from the Edit menu
• Tap on the profile name that you wish to delete
• Click on the Delete button

Caution:

Profiles once deleted cannot be recovered. You will loose all events configured for that profile.

If you delete the owner profile, next time when you start the program, you will have to enter a new Owner name.

Adding Events

To manually add an event to OurAgenda, tap on the Add button at the bottom of the main screen. For importing events without going through this option, check Importing Events section.

In the Add Event screen:

• Select the type of event you want to add. If the event type on main screen is set to “All Events” this option will default to the first event listed on the list. If the event list on main screen was displayed for a particular type of event that will be the default for this screen.
• Select the Profile name for which you want to enter the event from the Profile drop down list. If the main screen displayed events for All Profiles, this will default to the first profile name on the list. If the event list was displayed for a particular profile, that will be the default.
• Select start and end date by tapping on the corresponding line. Tap on these 2 lines will bring up an easy pick Date Picker.
• Click on the “Also for” line if you want to enter this event for other profiles as well. This will bring up a screen with profile names other than the current profile for which you are entering the event. This list will have a check box next to each profile. Check the check boxes for the profiles for which you want to enter this event and click Ok.

• If Occurs every year line is displayed, it will be defaulted to No. If this is an event that will occur every year on the same date, select “Yes”. OurAgenda will enter this event for each year for subsequent 5 years.
• OurAgenda allows you to enter a note with each event. To enter note, click on the Note button at the bottom of the Add screen. After entering note, click on the Done to come back to the event screen.
• Once you have entered all information, click on the Ok to enter the event.

Viewing Events

To view details of the event, click on the event in the main OurAgenda screen.

• Details about the event including any note you have entered will be displayed.
• Clicking on Edit will bring up the Edit Event screen for you to make changes.
• If you want to delete the event, click on Tools and select the Delete option.

Editing Events

Edit event option is accessible through the View Event screen. To edit an event:

• Tap on the event when you see it on the event list screen. This will take you to the View event screen where that event will be displayed.
• Tap on the Edit button in the View screen. This will bring up the edit event screen.
• Edit event screen has the same layout and properties as Add event screen. You can change all parameters here except the Event Type and Profile name. These 2 pull-down lists will be disabled in Edit event screen.
• Once you edit event, click on the Ok button to save the changes.

(Edit and Delete options)

Deleting Events

Delete event option is accessible through the View Event screen. To delete an event:

• Tap on the event when you see it on the event list screen. This will take you to the View event screen where that event will be displayed.
• Tap on the Tools menu in the View screen. This will bring up the Delete event option. Click on Delete event to delete the event.

Purging Past Events

It is expected that with OurAgenda, you will manage a lot of events of different types. As and when these events happen, you may need to bulk delete these events to make room for new ones.

• Select this option from Tools menu to bring up a list of events that have expired.

• The list displayed will be for the profile for which you were viewing event list. You need to change the profile name by selecting from the pull-down list if you want to purge events for another profile.
• These are the events that are past dated to today’s date. Click on the check boxes for the events that you want to purge. A click on Box next to All, will check all expired events displayed on the screen.
• Click on the OK button to purge these events.
• Click on the Cancel button to exit this screen
• If you want to see past events for a particular profile, click on the All Profiles to bring the list of profiles to select from.

Importing Events

OurAgenda provides 3 ways of importing already defined events to its event list.

• Import of events Birthdays and Anniversaries already entered in to contacts
• Importing events from external event list files supplied by us, downloaded from www.softtrends.com site, or created by you adhering to the format.

Importing Events from Contacts

To Import Birthdays and anniversaries entered in Contacts, select Import Contact Events menu option from the Tools Menu.

• OurAgenda will search through the contact records and display a list of Birthdays and Anniversaries you have entered in to the database.
• Check the check box next to the events that you want to import, or check on the check box next to all if you like to import all events.
• Tap on the Import button at the bottom of the screen.

(Importing from Contacts)

Importing Events from text files

You can import events directly from external text files directly to OurAgenda. These text files need to be in specified formats. OurAgenda ships with such holiday events from around the world. More event lists can be downloaded from our site at www.softtrends.com

Select Import Import Events from Lists menu option from the Tools menu

• First a list of event files found on OurAgenda directory are displayed. Pick the event list files from which you want to import events.

• Tap on the Check boxes for the specific events that you want to import. Optionally tap on the All check box if you want to import all events.
• Select the profile at the top of the screen to indicate which profile you want to import the events to.
• Tap on Import button at the bottom of the screen to import those events.
• Tap on Cancel to exit this option

IMPORTING EVENTS THROUGH IR

Events can also be imported to OurAgenda through IR sent in through .vcs format. However, the file name of the file being imported to OurAgenda needs to have a .vca extension. Otherwise, the file will be interpreted by Palm Datebook application and OurAgenda will not receive it.

Exporting Events through IR

Export events allows you to export events through IR in vCalendar format.

• In the Event view screen, Tap on the (Beam It) written at the top of the screen. The event will be transmitted through the IR and you will see the related activity on the screen. Make sure that the device you are sending it to is on and the IR receive is on in that device.

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