You’re going to create all of the categories and items you need, or you can use some of the ones we’ve set up for you. Some of these items will have a ‘template’ which contains some useful hints and data. When you create a new diary event, and select that option, the template is automatically copied into the Event for you so you can fill it out as needed. Again we’ve left you some examples. Delete anything you don’t need.
Click on the Categories button to go to the screen where you can review your catgories and/or add new ones. You can also delete any that you don’t need.
At the bottom of the list, you will see an empty row with a field waiting for you to enter a name in. Once you’ve typed the name in, the category field will appear, so you can give that item a category. As you add ‘categories’ they will automatically appear as you start typing the next row. You can have as many records as you like, and as many categorries, but you probably won’t need all that many of either..
Some of the names will have a pale blue background. This tells you that you have entered a ‘template’ to be used when that option is selected. We’ll cover this in more detail in another section.
Above the list of categories and items, there is a pop-up menu that contains all the differeent cateogries you’ve added so far. (This menu is open in the image on the left). Selecting a category ‘filters’ the list down to just that category, giving you more space to enter new items for that category, but also to check that you haven’t enterted the same thing twice.
With your list filtered down, (image on the right) just continue to add new items. If a type is selected in the filter at the top, that value will automatically be entered for you in each new record.
As we mentioned earlier, items that have a pale blue background have a template of text that will be helpful so that you don’t forget something important. It’s completely up to you whether you use them or not. To edit, or view, a template, press the blue edit buton alongside the item. This takes you to the Template window.
The template itself is just somet ext typed into a Notes field.
Press the Back button to go back to the list.