Creating a New Event
Adding an Event within the Calendar Module can be done by clicking and dragging the cursor, thereby prompting the Edit Event window to pop up.
Editing an Event
Already created Events - displayed in the Calendar - can be edited or deleted via the same window opened by double-clicking the desired Event.
In the Edit Event pop-up,
- the exact date and time,
- and rooms can be set,
- Case(s), Participants and Resources can be assigned,
- and repeat options are also available.
See How to Edit an Event.
IMPORTANT: Timeslot structure can only be set on the Activity Scheduler page, via Advanced Scheduling.
The Advanced Scheduling link directing to it appears in the top right corner of the Edit Event pop-up window once an Activity is assigned to the Case in the corresponding drop-down.
Events that have timeslots scheduled can only be edited in Advanced Scheduling, thus appear paled even for users with the necessary privilege(s).
Events displayed as paled indicates that the operating user has limited privileges (SRP privilege as opposed to SRP (full control) privilege) and thus has no access to that specific Event. When double-clicking on any such an Event, a warning message appears informing about No access.
For further information, visit our Calendar - How to pages and watch our Calendar Module Training Videos.
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