To start using MoveClient and MovePartner effectively, you must set a list of relevant diary actions that clients can view in the Schedule section when they log in to the web interface. The key diary actions in a removal include uplift, packing, and departure dates.

The Schedule section displays the schedule of the selected move. These are key diary actions within the removal itself, such as uplift, packing, and departure dates. You can select which key actions can be displayed in Administration > Diary Actions in Moveware this is outlined in the administration section.

For example, operation diary actions such as inspection/uplift/delivery can be made visible to clients and internal diary actions such as Send Pre Advice to Client, Send Pre Advice to Agent and Follow Lead can be hidden.

Note: System Administrator access is required to enable diary actions

To set up web access for diary actions:

1. Navigate to Administration > Moveware Setup > Diary Actions in the main menu.
2. In the Diary Actions window, select the required action (see Searching Records).
3. Double click the Web Access field and select one or more of the following Moveware modules the diary action will be visible in and click OK.
   M   Allow MoveClient users to view this diary action
   P    Allow MovePartner users to view this diary action
4. Click Save.
5. Repeat steps 1 to 4 for all required diary actions.
6. Once all the diary actions have been set up, contact Moveware Admin to update all existing diary actions created prior to this change to keep the behavior of the actions in sync. If this step is not completed the previously created diary actions will not be available for viewing on the web interface.

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