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The Calendar module provides a simple way to schedule Events - independent 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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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. |
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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. |
Functions available from the Calendar module:
- View
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- Events
How to Control the Calendar View Options - Add
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- Events How to Add a New Event in Day View
- Edit
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- Events How to Edit an Event
- Delete
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- 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
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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
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.
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Overview
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