6-D Scheduling Appointments

Supplies needed:

-Mr. Wilson's appointment calendar, Form 6-D-1, Companion website

-administrative professional's appointment calendar, Form 6-D-2

^-plain paper

If you have access to an electronic calendar, perform the following challenge electronically. Otherwise, use the paper forms provided.

Mr. Wilson has been scheduling his own appointments. He uses a monthly paper calendar and crowds the appointments into the spaces. During a discussion with Mr. Wilson on Friday, he asked you to schedule his appointments for him.

You decided to use electronic appointment calendarsone for Mr. Wilson and one for yourself. Mr. Wilson has no appointments scheduled for Monday and only one for Tuesday. He has the following appointments for Wednesday, August 6, entered in his monthly calendar:

10 a.m.Pete Rollins, sales representative for PDI Inc. Toronto office, 416-741-2408

9 a.m.Agnes Smith, sales representative from PDI Halifax office, 902-681-5432

11 a.m.Joanna Hansen, manager of the Eastern Region of PDI Inc., and Jacob Rush, assistant vice president of marketing, Eastern Region

3 p.m.Olivia Azam, assistant vice president of marketing, Western Region, to review marketing plans for fall

12 noonLunch with Ms. Hansen and Mr. Rush

You transfer these appointments to Mr. Wilson's daily calendar and yours.

On Tuesday, August 5, you receive the following telephone calls concerning appointments:

From Emma Yee, assistant vice president of marketing, Midwestern Region, saying that she must attend a funeral out of town on Wednesday. She has an appointment on Wednesday at 3 p.m. with O. C. Conners, president of Mapledale Homes, Inc., 905-872-1411. She asks if Mr. Wilson can see Mr. Conners for her at 3 p.m.

Here is your response: "I'll try. Mr. Wilson has an appointment with Ms. Azam at 3 p.m. I'll see if I can move Ms. Azam's appointment to 2 p.m. I'll call you and let you know."

Later, you call Mrs. Yee and confirm that Mr. Wilson will see Mr. Conners at 3 p.m.

From Pete Rollins's assistant, saying that Mr. Rollins had an automobile accident, is hospitalized, and obviously cannot keep his appointment.

From Ray Rogers, co-chairman of the Eastern Region Sales Seminar, asking for an appointment on Wednesday to review plans for the November seminar. You suggest 10 a.m., and Mr. Rogers accepts.

From the Human Resources Department, asking Mr. Wilson to see a job applicant. You try to postpone this appointment, but the Human Resources Department insists that Mr. Wilson will want to meet this applicant while he is in the building on Wednesday. You schedule an appointment for Blake Horvath at 4 p.m.

Before leaving the office on Tuesday, you key Mr. Wilson's appointment schedule for Wednesday, August 6.

On Wednesday at 10:05 a.m., Jason Rhodes, a college friend from out of town, comes to the office for a brief visit with Mr. Wilson. You say you will schedule him for a few minutes between appointments at 10:45 a.m.

On his way to lunch, Mr. Wilson asks you to call the Lakeside Restaurant to tell the manager how many will be in his dinner

party Wednesday evening. (Be sure to enter this in the reminder section of your calendar.)

*create table for appointment calendar