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To add a new event, click the Add Event button  at at the top of the Calendar or Grid view. Notice that 'Subject' and 'Start Date' are required fields. Once these fields are satisfied then the new event can be saved. To save the new Event, click the Save New button at the bottom of the form.

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Users can set custom 'Categories' that allows individual Events to be distinguished from one another. To create new Calendar Categories look at the Administration section. Any Categories added in this manner appear in the Category drop-down and can then be selected for use in the Calendar.

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To create a Calendar perspective, click the 'Create Perspective' button at the top of the Calendar View. The only required field is the name of the perspective. Once this is satisfied, the new Perspective can be saved. If this is to replace an existing Perspective, choose the Perspective to overwrite from the 'Overwrite an Existing Perspective' drop-down list. You can also make this new Perspective load by default every time you visit the Calendar by checking the 'Set as the Default Perspective' checkbox.

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  1. 'Service desk due date' selector will let the User choose what kind of SD items will show up. The items for which the logged-in User is a 'CSR' will show up on their due date. 
  2. 'Service desk workflow by worker' selector will allow you to see items SD items for which the User is assigned as 'Worker' (but workflow must have a scheduled date, and that is the date they will show up on).
  3. 'Workgroup' element under 'Workgroup Items' section will let the User select 'Workgroups' that the User is either manager or apart a part of. Service Desk types next to that narrows down the selection further. This will make SD items show up if the User is the Workflow Manager or part of the Workgroup on a Workflow item that has an unassigned Worker (these will only show up if the workflow has a scheduled date set). 
  4. After saving the Perspective, the User can then switch to the Perspective in order to see the SD items. 

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