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.
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:
- '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.
- '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).
- 'Workgroup' element under 'Workgroup Items' section will let the User select 'Workgroups' that the User is either manager or apart of. Service Desk types next to that narrows 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).
- After saving the Perspective, the User can then switch to the Perspective in order to see the SD items.
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.