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The Calendar module provides a simple way to schedule Events - independent independently or within an Activity.

  • The exact date and time can be set,
case
  • Case(s), participants and resources can be assigned, and
  • repeat options are also available.
Info

User privileges necessary for having access to the Calendar module: SRP (Scheduling and Resource Planner), SRP (full control) or Admin. (See more details here.)

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Note

NOTE: Scheduling displayed as paled indicates that the operating user has limited privileges and thus no access to that specific scheduling. When double-clicking on
When hovering over any such event, an error page Event, a warning message appears informing about permission being denied No access.

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Warning

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 Event pop-up window once an activity Activity is assigned to the case Case in the corresponding drop-down.  
Consequently, events Events that have timeslots scheduled can only be edited in Advanced Scheduling, thus appearing paled even for users with the necessary privilege(s).

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Functions available from

the

Calendar module

:

Details 

View Events
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How to Control the Calendar View Options
Add Events
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How to Add a New Event in Day View
Edit Events
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How to Edit an Event
Delete Events
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How to Delete an Event
E-mail Calendar
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ViewHow to Email a Calendar View
Print Calendar
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ViewHow to Print a Calendar View

Access the Activity Scheduler

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page

How to Access the Activity Scheduler through the Calendar
Document upload to Events
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Document upload is possible to
events
Events via the Calendar module, without a Setup sheet being added to the
event
Event (if the Inventory manager module is enabled).

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Setup Sheet merge
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Setup sheets of multiple Cases can be merged within Calendar
events
Events, with the Merge Setup sheets option.

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Document upload:

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Setup Sheet merge:

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NOTE: Events scheduled by a full control user are approved by default, and the user can approve events scheduled by an SRP user.
  • Activity
  • access, edit or delete any event Event (independent independently of the Share settings of the activityActivity)
  • print or send calendar views (Daily/ Weekly/ Monthly) in email
Info

Necessary privilege to access the module: 

SRP (Scheduling and Resource Planner)

Users with this privilege can:

  • schedule events Events in the Calendar module, and assign such events Events to a running activity, thereby gaining access to the Advanced Scheduling function of that activity
  • access, edit or delete Events that have not been assigned to any activity
  • print or send calendar views (Daily/ Weekly/ Monthly) in email
Note

IMPORTANT: SRP users can only assign

activities

Activities that have been shared with them

, that is,

(Read and Write access) and if they are members of the Faculty group assigned to the activity.

Also, events


Events scheduled by an SRP user have to be approved by an SRP (full control) user or an Admin.

  • access, edit or delete events that have not been assigned to any activity
    • print or send calendar views (Daily/ Weekly/ Monthly) in email

    Also, any modification made to events by an SRP user with respect to either time, repetition, activity or room settings has to be (re-)approved by a user with Admin or SRP (full control) privilege.

    SRP (full control)

    A user with full control privilege has access to:

    • schedule events Events in the Calendar module, and assign such events Events to any running activity Activity (independent of sharing), thereby gaining access to the Advanced Scheduling function of the scheduled activity
    Note
    Note
    Events scheduled by an SRP full control user are approved by default, and the user can approve Events scheduled by an SRP user.


     
    Info
    iconfalse
    titleRelated pages

    Content by Label
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    cqllabel = "calendar"

    Tip

    For further information, visit our Calendar - How to pages or watch our Calendar Module Training Videos.