NavBar - Calendar
Contents
Calendar Groups
Create Group
- Administration
- Manage Users
- Manage User Groups
- + New User Group
- + Add Users - and name the group.
On the calendar you can click User groups on the top middle of the calendar. Here you can select groups to narrow down who you see or clear out the groups to see all users.
Add
Add Events
Click: Calendar then Add Event
Put in a title and a description for the event.
Choose visibility:
Public = Everyone with access the to full calendar can see the event and description.
Show As Busy = Everyone with access the to full calendar can see the event but it will just say or show as busy.
Private = only you can see the event on the calendar it will show as an empty time slot for everyone else.
Add Invites: just click anyone you want to add this event on their calendar.
If you click lasts all day it will block you for every minute of that day you select. Otherwise you can select the date and time window for the event.
Add another date allows you to choose another random day and time for the event.
Repeat: choose frequency... if you want Monday through Friday than choose custom, weekly, then click each day that you want. If you want everyday of a month except weekends you can select repeat custom and monthly and select the days you want.
Add Alerts: select an alert and then click add. You can as many alerts as you like but you must click add after each one.
Then click Create Event
Add On Call
Add Time Off Request
Add call
Show
Show On Call Calendar
Show Map
Show All
Show Dispatching
Unscheduled
Unassigned
View
Day Week Month Summary
Map
Calendar Lock
Sync Calendar to another Calendar - Show Feeds
Calendar Sync
Click: Calendar. then how feeds in the bottom right of the calendar.
There are 2 links.
Company feed will show all jobs and events for everyone... a lot of times when companies have a cell phone used for on-call CSRs, they will put this feed in the subscription of the phones calendar as a backup calendar.
Private feed is what most techs and sales reps use as a way of quickly seeing their calendar from the calendar app on their phone and to do this you need to copy the link and paste it in as a subscription on the device.
Copy the link and paste it in your subscriptions on your device.
Example IPhone:
Click:
- Settings
- Accounts & Passwords
- Add Account
- Other
- Add Subscribed Calendar
Paste in the Private feed from ThermoGRID at the bottom right of the calendar.
Rearrange Techs
You can put a techs First and Last name in the First Name area of Manage User Accounts and a number 1 in the last name and this person will be listed at the top of a calendar.
If you want to sort by department and order them you can
First Name: Sales Ken Last Name: 1
First Name: Sales Jeff Last Name: 2
First Name: Service Ben Last Name: 1
First Name: Service Fred Last Name: 2
This way they will appear in this order for this department on the calendar.
