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The Calendar grid page functions as a place within PCR-360 where Users you can set-up and access your appointments and Events events without having to leave the comfort of your web browser.

An alternative Users can connect to external Calendars using the CalDAV protocol to view, add, edit, and delete events or connect to others' Calendars to view shared events as well as share events of their own with others. Alternatively to the Calendar view is the Grid View which , this page also provides all Events events in the Calendar using a Grid . To access the Grid View simply click the Grid ViewImage Removed button.view.

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Add a New Event

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

All day

The 'All day' flag sets the Event event for the entire day. This blocks out time on the Calendar so that another Event cannot be set at the same time.

Block on Time Entry

The 'Block on Time Entry' flag sets the Event to block all the time for a specific day. When the flag is set, the User has to select a Service Catalog to associate with the blocked time. The User can then select specific Activities if they are set in the Time Entry Activities .  AdditionallyAdditionally, a Description can be added to the Event for future reference.

Shared

The 'Shared' flag provides the same functionality as the Share My EventsImage Removed the Share My Events button. To share a specific an Event with other Users, click the Shared checkbox. This makes just that the Event visible to all Users that have been selected to Share the Event.  There is no option to Share an Event with all Users within the system.  Once the Event is Shared, the Event will appear in the Shared User's Perspectives, under the creator's User Name on the My Items section on the Perspective form.Perspective Form Example for My Items LocationImage Removedeveryone who uses the Calendar.

Global

The 'Global' flag forces the Event to appear on all the Calendars for all the Users. Global Events cannot be blocked on Time Entry. Only a User with Admin Privileges can create these Events.

Category

The elements in the top left of the page are not buttons but are a color-coded key for what type of item is showing in the Calendar.

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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Create a

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Custom View

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Before Calendar Events can be seen in the Calendar Users MUST create a Perspective of the items. By default, the Calendar will only show the Holidays set in the PCR-360 Holidays grid.

To create a Calendar perspective, click the Create PerspectiveImage Removed the "Create Perspective" button at the top of the Calendar View/Grid view. The only required field is the Name name of the Perspectiveperspective. 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.

Users You can be selective on what types of Events are shown by selecting various values from the '"My Items'" and '"Workgroup Items'" sections. Only the items explicitly selected in the form will appear in the Perspective.

The View PerspectivesImage Removed button will allow a User to view any Perspectives that had been previously created.

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Lastly, you can consolidate other Calendars into this view by adding them to the Other Calendars Grid. These Calendars must be accessible by the CalDAV protocol, and you need the login credentials for each added Calendar.

Share Your Events

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To designate other Users for sharing your events, click the Events of the current User, click the Share my EventsImage Removed "Share My Events" button at the top of the Calendar/Grid view. Users You can either share Events your events by default by clicking the check box checkbox labeled ' Share My Calendar Events by Default', or you can choose individual Users to share Events events within the Grid.

Integration of Service Desk with Calendars

A User can include 'Service Desk' Items on a Calendar if desired.

First, create or edit an existing Perspective. On the Perspective form:

  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' selector under 'Workgroup Items' section will let the User select 'Workgroups' that the User is either a manager or an assigned Worker of that Workgroup.
  4. The 'Service Desk Types' selector next to the Workgroup element further narrows down the selection. This will make Service Desk 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). 
  5. After saving the Perspective, the User can then switch to the Perspective in order to see the Service Desk items. 

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