.Calendar v2018.1

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

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, this page also provides all events in a Grid view.

Add a New Event

To add a new event, click the 'Add Event' button  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.

All day

The All day flag sets the 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 . Additionally, a Description can be added to the Event.

Shared

The Shared flag provides the same functionality as the Share My Events button. To share an Event with other Users, click the Shared checkbox. This makes the Event visible to everyone 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.

Category

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.

Create a Custom View

To create a Calendar perspective, click the "Create Perspective" button at the top of the Calendar/Grid 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.

You can be selective on what types of Events are shown by selecting various values from the "My Items" and "Workgroup Items" sections.

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

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