he Calendar module provides a simple way to scheduleEvents - 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.
User privileges necessary for having access to the Calendar module: SRP (Scheduling and Resource Planner), SRP (full control)or Admin. (See more details here.)
Scheduling displayed as paled indicates that the operating user has limited privileges and thus no access to that specific scheduling. When hovering over any such Event, a warning message appears informing about No access.
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 inAdvanced Scheduling, thus appearing paled even for users with the necessary privilege(s).
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 sheetsof multiple Cases can be merged within Calendar Events, with the Merge Setup sheets option.
Document upload:
Setup Sheet merge:
Necessary privilege to access the module:
SRP (Scheduling and Resource Planner)
Users with this privilege can:
schedule Events in the Calendar module, and assign such 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
IMPORTANT: SRP users can only assign Activities that have been shared with them (Read and Write access) and if they are members of the Faculty group assigned to the activity. Also, Events scheduled by an SRP user have to be approved by an SRP (full control) user or an Admin.
SRP (full control)
A user with full control privilege has access to:
schedule Events in the Calendar module, and assign such Events to any running Activity (independent of sharing), thereby gaining access to the Advanced Scheduling function of the scheduled Activity
access, edit or delete any Event (independently of the Share settings of the Activity)
print or send calendar views (Daily/ Weekly/ Monthly) in email
Events scheduled by a full control user are approved by default, and the user can approve Events scheduled by an SRP user.