Advanced Helpdesk - Calendar

The Calendar plan can be filtered to display or hide the following entities related to the current Task:

Tick or untick the relevant checkbox to display or hide the corresponding entities.

Events

Event objects:

• are coloured blue in the planner

• can be added by clicking the toolbar button

• can be added within the planner itself by highlighting an area of the planner and right clicking, select New Event from the context menu

  • the Event Type will default to Planned, the Planned Date will be set using the highlighted area of the planner

• can be created outside of the planner in the normal way

• have a left side coloured indicator bar with the following types:

  • a solid blue bar for Events with an Event Type of Actual or Events with an Event Type of Planned that have been marked as Actioned

  • a striped blue bar for Planned Events that have not been marked as Actioned

• can be edited from the planner by:

  • double clicking on the object, a popup will be displayed containing a hyperlink to the Event input panel, allowing users to edit the Event record

  • right clicking on the object, select Open from the context menu to open the Event input panel

• have the option to open a pop up window that displays 'pins' that equate to the Latitude and Longitude GPS co-ordinates of the Evolution Go Resources assigned to the current Task, right click on the object and select View Map in the context menu

• with an Event Type of Planned:

  • can be resized in the planner by dragging and dropping the resize indicator shown at the top and bottom of the object

  • can be moved in the planner by dragging and dropping the object itself

SLA Targets

SLA Target objects:

• are coloured green in the planner

• are automatically populated in the planner based upon the SLA Editor values relevant to the current Task

• have a left side coloured indicator bar with the following types:

  • a solid green bar to indicate the SLA Target has been met

  • a striped green bar to indicate the SLA Target has not been met

• can be viewed by double clicking on the object, a popup will be displayed containing details of the SLA Target date

Time Records

Time Record objects:

• are coloured orange in the planner

• can be added by clicking the toolbar button

• can be added within the planner itself by highlighting an area of the planner and right clicking, select Assign Resource from the context menu

  • The Time Record Start Time will be based upon the highlighted area of the planner

• can be created outside of the planner in the normal way

• have a left side coloured indicator bar with the following types:

  • a striped orange bar to indicate the Time Record has not been Started

  • a solid orange bar to indicate the Time Record has been Started but not Finished

  • No side bar shown to indicate the Time Record is Finished

• can be edited directly from the planner by double clicking on the object or right clicking and selecting Edit from the context menu

  • a popup will be displayed, allowing users to edit certain details of the Time Record:

    • Details - read only field, label is a hyperlink to open the full Time Record input panel

    • Resource - read only field, label is a hyperlink to open the Resource input panel

    • Scheduled Start

    • Estimated Time

    • Estimated Travel Time

    • Date Started

    • Date Finished

    • Status

• for a Time Record that has not yet been started:

  • can be resized in the planner by dragging and dropping the resize indicator shown at the top and bottom of the object

  • can be moved in the planner by dragging and dropping the object itself

• will display a padlock icon for Time Records that have been 'locked'

Appointment Visits

Appointment Visit objects:

• are coloured yellow in the planner

• are created outside of the planner in the normal way

• have a left side coloured indicator bar with the following types:

  • a striped yellow bar to indicate the Appointment has a Provisional status

  • a yellow outline to indicate the Appointment has a Cancelled status

  • a solid orange bar to indicate the Appointment has any other status

• can be edited directly from the planner by double clicking on the object or right clicking and selecting Edit from the context menu

  • a popup will be displayed, allowing users to edit certain details of the Appointment Visit:

    • Details - read only field, label is a hyperlink to open the full Appointment Visit input panel

    • Contact

    • Request

    • Appointment Type

    • Arrival Window Start

    • Arrival Window End

    • Status

• for a Provisional Appointment Visit:

  • can be resized in the planner by dragging and dropping the resize indicator shown at the top and bottom of the object

  • can be moved in the planner by dragging and dropping the object itself

The Calendar plan can be changed to display the following views:

Day

• Only one day will be displayed in the plan

• The Calendar plan displays hour (and fainter half hour) row grid lines for 24 hours, with the time relative to the rows displayed to the side

• The displayed day can be changed by clicking the forward and backward arrows, or selecting a specific date via the date picker

• The button is a short cut to change the current View of the Calendar plan to be relevant to the current date

Week

• The current week will be displayed by default

• The Calendar plan displays hour (and fainter half hour) row grid lines for 24 hours, with the time relative to the rows displayed to the side

• The days of the week will be displayed as columns, each column header has a date that's a hyperlink

• Clicking on a column header hyperlink will change the Calendar plan to a Day view and display the details for the selected date

• The displayed week can be changed by clicking the forward and backward arrows, or selecting a specific date via the date picker, the week containing the selected date will be displayed

• The button is a short cut to change the current View of the Calendar plan to be relevant to the current date

Month

• The current month will be displayed by default

• The Calendar plan displays a grid of square boxes, each box has a number denoting the day in the month, the number is a hyperlink

• Clicking on a box date hyperlink will change the Calendar plan to a Day view and display the details for the selected date

• The displayed month can be changed by clicking the forward and backward arrows, or selecting a specific date via the date picker, the month containing the selected date will be displayed

• The button is a short cut to change the current View of the Calendar plan to be relevant to the current date

Timeline

• The current week will be displayed by default, with the current day being first followed by the next six days

• The Calendar plan displays a linear representation of the week ahead

• The displayed week can be changed by clicking the forward and backward arrows, or selecting a specific date via the date picker, the week containing the selected date will be displayed

• The button is a short cut to change the current View of the Calendar plan to be relevant to the current date

Agenda

• The current week will be displayed by default, with the current day being first followed by the next six days

• The Calendar plan displays a vertical linear representation of the week ahead

• Clicking on a box date hyperlink will change the Calendar plan to a Day view and display the details for the selected date

• The displayed week can be changed by clicking the forward and backward arrows, or selecting a specific date via the date picker, the week containing the selected date will be displayed

• The button is a short cut to change the current View of the Calendar plan to be relevant to the current date