(2024.2) Calendar

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

An alternative to the Calendar view is the Grid View which provides all Events in the Calendar using a Grid. To access the Grid View simply click the button.

Open

Add a New Event

Open

To add a new Event, click the  button at the top of the Calendar or Grid view. Notice that 'Subject', 'Start Date', and 'End Date' are required fields. Once these fields are satisfied then the new Event can be saved. To save the new Event, click the  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 for future reference.

Shared

The 'Shared' flag provides the same functionality as the  button. To share a specific 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.

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.

Create a Calendar Perspective

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  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.

Users 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 button will allow a User to view any Perspectives that had been previously created.

Share Your Events

To designate other Users the Events of the current User, click the  button at the top of the Calendar Grid view. Users can either share Events by default by clicking the check box labeled 'Share My Calendar Events by Default', or can choose individual Users to share 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.