The Calendar Administration page is where administrators are able to create schedules to be implemented on your company-wide calendar within Vision. Creating schedules and time slots allows your company to easily schedule install times, construction, meetings, and more.
In the upper right of the Calendar you'll see a menu where you can use the Track Your Trucks map , view settings , refresh events, event type filter, and change the calendar view (month, week, etc.)
Click in the upper right to choose between different Event Types. Click the check box next to the Event Type you'd like to view or add.
To create a new time slot, first make sure you have the correct event type selected in the Filters menu.
There are two ways to create a time slot:
1- In the week or day calendar view, click and drag on a specific day at a specific time. If required, choose the Service Area to apply the Time Slot to.
2 - Or click in the lower right. Choose a start date, end date, start time and end time. Click the All Day Event? checkbox if necessary (holidays, etc.)
Using this method, you can create multiple slots during this one period of time using the Slot Duration and Slot Quantity drop downs. For instance, the example below will create three separate Fiber Install slots that last an hour each from 9 a.m. to 12 p.m. (9-10 a.m. / 10-11 a.m. / 11-12 p.m.)
When there is more than one tech doing Fiber Installs during this time, add more Time Slot Quantities.
Choose the associated Service Area if necessary, then click CONFIRM.
Click then Edit Event Types. Click to delete an Event Type.
Add a new Event Type at the bottom of the list. Enter the name, choose a background color, text color.
Choose whether to allow or require subscribers or locations. If applicable, select what Service Area to associate. When finished, click CONFIRM.
First make sure the desired Event Type is selected under the Filters menu. Click then Copy Time Slots.
Choose where to copy the time slots from. Select the beginning date copying to. For instance, in the example below we are copying Fiber Install time slots from the first week in June to the second week in June. When finished, click CONFIRM.
There are two ways to remove Time Slots from the Calendar. First, when in the day or week view, click the X next to a slot to delete.
You may also remove slots by clicking then Remove Time Slots. This will remove slots from the current Calendar view. For instance, clicking CONFIRM below will remove all Bucket Truck time slots from May.