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The Calendar module provides a simple way to schedule Events - independently or within an Activity.
- The exact date and time can be set,
- Case(s), participants and resources can be assigned, and
- repeat options are also available.
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User privileges necessary for having access to the Calendar module: SRP (Scheduling and Resource Planner), SRP (full control) or Admin. (See more details here.) |
| Note |
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Scheduling displayed as paled indicates that the operating user has limited privileges and thus no access to that specific scheduling. |
| Warning |
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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. Consequently, Events that have timeslots scheduled can only be edited in Advanced Scheduling, thus appearing paled even for users with the necessary privilege(s). |
Functions available from Calendar module | Details |
|---|---|
| View Events | How to Control the Calendar View Options |
| Add Events | How to Add a New Event in Day View |
| Edit Events | How to Edit an Event |
| Delete Events | How to Delete an Event |
| E-mail Calendar View | How to Email a Calendar View |
| Print Calendar View | How to Print a Calendar View |
Access the Activity Scheduler page | How to Access the Activity Scheduler through the Calendar |
| Document upload to Events | Document upload is possible to Events via the Calendar module, without a Setup sheet being added to the Event (if the Inventory manager module is enabled). |
| Setup Sheet merge | Setup sheets of multiple Cases can be merged within Calendar Events, with the Merge Setup sheets option. |
Document upload:
Setup Sheet merge:
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Necessary privilege to access the module: SRP (Scheduling and Resource Planner)Users with this privilege can:
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| Note |
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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. |
The Calendar module provides a simple way to schedule events - independent or within an activity. Exact date and time can be set, case(s), participants and resources can be assigned, and repeat options are also available.
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 any such event, an error page appears informing about permission being denied.
| 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 pop-up window once an activity is assigned to the case in the corresponding drop-down. Consequently, events that have timeslots scheduled can only be edited in Advanced Scheduling, thus appear paled even for users with the necessary privilege(s). |
Functions available from the Calendar module:
Overview
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