Using the New Schedule: Categories

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Using the New Schedule Categories

• UTH Medical School
• Office of Educational Programs 2006-2007

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Session Objectives

• Basics of Categories in MS Outlook
• Add/Delete Categories from the Master Category
  List
• Filter Calendar View using Categories
• Remove Filter View

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What is a category?

• A category is a keyword or phrase that helps you
  keep track of items (item An item is the basic
  element that holds information in Outlook
  (similar to a file in other programs). Items
  include e-mail messages, appointments, contacts,
  tasks, journal entries, notes, posted items, and
  documents.) so you can easily find, sort, filter,
  or group them.

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What is a category?

• Every item in the MS1 and MS2 Class Schedule has
  particular categories assigned to it based on
  class year, course and session type.
• EXAMPLE CATEGORIES
• MS1 Lecture
• MS2 Pharmacology

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Adding Categories

• Categories must be added to Master Category List
  in your Outlook.
• Categories must exactly match the categories used
  in the shared calendar.

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Adding Categories

• Click on any item in your Calendar to select it.
• Dont open the item, just highlight it by
  clicking.
• On the Edit menu Click Categories.

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Adding Categories

• Click on
• Master Category List

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Adding Categories

• In the New category box, type a name for the
  category, and then click Add.
• Click OK twice when finished adding categories.

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Adding Lists of Categories

• You can add a list of categories all at once.
• Items on the list must be separated by commas.

• ADD ALL SCHEDULE CATEGORIES
• Open schedule_masterlist.txt
• Select All (Ctrl-A)
• Copy (Ctrl-C)
• In the New category box Paste (Ctrl-V)
• You should see the list of categories separated
  by commas
• Click Add.
• Click OK twice when finished adding categories.

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Using Categories

• You can use categories to filter the view of the
  calendar to see (and print) only items in
  particular categories.
• Example Find and print a list of Biochemistry
  lectures and exams for Fall 2006.

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Filter View by Category

• Open the shared calendar in a new window.
• Right click on calendar name
• Choose Open in New Window

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Filter view by category

• View menu Arrange by Current View Customize
  Current View

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Filter view by category

• Click Filter

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Filter view by category

• Click More Choices tab.
• Click Categories button.

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Filter view by category

• Check off the category you need.
• You can select as many or as few as necessary.
• Click OK three times.

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Filter view by category
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Filter view by category

• You can print from this view in any style.
• Printing to .pdf is a great way to share the
  schedule with your faculty and staff.
• Have you tried Calendar Details? Its great for
  making a list of your courses events.

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Remove Filter view by category

• View menu Arrange by Current View Customize
  Current View

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Remove Filter view by category

• Click Reset Current View
• Click OK

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Remove Filter view by category
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Questions or Comments?

• Elizabeth Green
• Schedule Coordinator, Medical School
• University of Texas - Houston
• Office of Educational Programs JJL304
• Elizabeth.Green_at_uth.tmc.edu
• 713-500-7130