The Calendar may be used to view any existing or pending activities in the system. Activities include work orders, user-defined activities and PM Schedules (whose 'On Calendar' option is set to 'True') that are projected to occur on a given date.
Click the Calendar tab to view the Calendar page. The main panel displays a listing that shows activities for today’s date. The listing displays each calendar activity, including a date, brief description, and ID, which provides a link to the detail page for the activity.
The buttons above the main panel are:
A calendar resides on the “Quick Bar” which allows you to select specific days in the month by clicking on it. You can move to different months by using the arrow buttons at the top. Days that have activities scheduled will be signified in green. The blue color signifies the day that is currently selected for viewing.
The Calendar also allows you to create your own reminders for activities that are outside of the scope of work orders. These activities can be anything from staff meetings to trainings to appointments.
Adding a Reminder
To add a new reminder or activity (non-work order related), click the Add Reminder button above the main panel to open the Reminder form in add mode. The available fields are:
When you are finished adding your reminder, click Save Changes to save the reminder and post it on the calendar. Click Cancel Changes to go back to the Calendar without saving the reminder.
Editing and Deleting Reminders
Editing or deleting a reminder or user-defined activity is as easy as clicking on the ID of the reminder to open the Detail page then clicking either Edit or Delete. If editing, be sure to click Save Changes when you are finished.
Completing a Reminder
When the activity is complete, you can “close it” by clicking on its ID link, then click the Edit link. Set the “Complete” field to True and enter the “Completed By” person.
Marking an activity or reminder as complete will remove the activity from the old control panel report “My Calendar Activities”. If you use the reminder function frequently, publish this report to your dashboard (using the link provided) for a quick reference of upcoming activities.
|Using the Calendar Tab (PDF||68.75 KB|