Calendar
Overview
The Calendar holds the Company Calendar and each user's own calendar, for appointments, meetings and events. Appointments created from a workflow's Appointment Action appear here too (see Workspace).
Info
This is the company and user calendar. The Production Planning calendar is a separate view of the planned jobs.
Settings
User Settings
Note
The defaults are the values for new databases and new users. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Calendar > Allow other users to view my Calendar | Yes or No. Whether your calendar is listed for other users. | No |
| Calendar > Editing of Company Calendar allowed | Yes or No. Whether you can add and change entries on the Company Calendar. With No, the Company Calendar is read-only. | No |
General Settings
| Setting | Description | Default |
|---|---|---|
| General > Company Calendar Active | Yes or No. Whether the Company Calendar, named after your company, is shown. | Yes |
Calendars
- The list of calendars shows the Company Calendar, your own calendar and the calendars of users who allow others to view them.
- Check a calendar to show it, or uncheck it to hide it.
- Other users' calendars are hidden until you check them.
Buttons Explained
| Button | Description |
|---|---|
| View | The calendar view:
|
| Days, Hours | The working days and the working hours (start and end time) the calendar shows. |
| Refresh | Reloads the appointments. |
| Output | Previews the calendar for printing. |
| Menu | Save Layout and Restore Layout: save or restore your view, including which calendars are shown. |
How to Add an Appointment
- Navigate to Calendar.
- Double-click the time slot in your calendar, or the Company Calendar if you may edit it.
- Enter the subject, start and end time and any details, and save the appointment.