Once you’ve established a policy that all calendar events are to be entered into your centralized calendar system, go one step further and create a standard entry format. After all, there’s no point having a calendar that everyone can access if only a handful of people can understand the entries.
Here’s one format you can implement:
[Professional’s initials] – [Case]: [Manner of Appearance]; [Attorney’s initials]-[scheduler’s initials]
So if Kara E. Smith’s assistant, Debra Mann, is scheduling a witness statement, the entry in the calendar subject line would look like this:
KES – Ann Kramer vs. Andy Kramer: Witness statement of Jane Doe; KES-dm
If the event is to take place outside the office, be sure to enter a new calendar event for the time in transit getting to and from the appointment.
Be as specific as possible and do not use abbreviations in calendar events.
Related reading: Benefits of a centralized calendar system
Related reading: 5 benefits of rules-based calendaring software