The Calendars page is where users can view the company wide calendar set by administrators. Creating schedules and time slots allows your company to easily schedule install times, construction, meetings, and more. Users can view their schedule and filter the calendar by month, week, or day. Users can view the track your trucks map and view drive times. By clicking the floating action button in the lower right-hand corner, you can schedule a new calendar event.
- View Company Calendar
- Get Directions/Drive Time
- Filter Types
- Schedule Events
- Edit Event Types
- Remove Time Slot
Under the menu click on Calendars to view the calendar.
In the upper right of the Calendar you'll see a menu where you can use the Track Your Trucks map , view drive time, refresh events, filter event type, and change the calendar view (month, week, etc.). The calendar will automatically default to the user’s current time of day.
Click into the individual events on the calendar to view more details, such as start and end times, meeting or event title, assigned users and groups. From this view you can also view and add notes, view dynamic workflows associated, and view and add attachments. A dispatch event will also display the subscriber, location, and driving options. If you add or make changes, be sure to click CONFIRM. You can also select REMOVE EVENT.
To track your company’s trucks out on the road, simply click theicon and it will direct you to the map. On the right select Toggle Layers. Under Service Delivery click Track Your Truck.
Getting your day started and finding your tasks easily is important. It is also convenient to have ‘drive time and directions’ at your fingertips. There is a couple of ways to easily do that. If you are viewing the calendar dispatch event you can click on the icon to view directions.
Or you can click into a task and view driving directions. Click the icon on the top of the task.
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.)
Take note that there are a few options in regard to rescheduling an event on the calendar such as an install or dispatch.
1. Tools for rescheduling will be built into a task in a workflow.
2. Tools for rescheduling will be built into a dispatch workflow through a troubleshooting ticket.
3. Manually from the calendar you can adjust the event date. This will be the least common option, as most rescheduling events will be driven in the workflows.
You can add and edit the event by clicking on the calendar event. You can edit the start and end dates, the title, users, and the groups the event is visible to. At the top of the event, you can see notes or add additional notes, see workflows, and add attachments.
To remove Time Slots from the Calendar. First, click on the event and then click REMOVE EVENT. It will then ask you to confirm, yes or no.