14. Calendar Training Guide - Version 2
    14. Calendar Training Guide - Version 2

14. Calendar Training Guide

Version 2
Printed on June 06, 2020    
14. Calendar Training Guide - Version 2
    14. Calendar Training Guide - Version 2 Home | Full Training Guide     
image.gif
14. Calendar
14.1 Getting Started

14.2 Manage User Calendar Permissions
    14.2.1 Adding new users to calendar
    14.2.2 Changing user permissions
    14.2.3 Viewing all users

14.3 View Calendar
    14.3.1 Viewing your calendar
    14.3.2 Entering appointments
Updated March 17, 2011    
14. Calendar Training Guide - Version 2
    14. Calendar Training Guide - Version 2 Home | Full Training Guide     
image.gif
14.1 Getting Started
A complete overview of the Calendar module and its applications.


Application Purpose
Manage User Calendar Permissions Purpose of application is to set up user permissions - who can view and update you calendar.
View Calendar Purpose of application is to view your own calendar, add meetings and invite other users to attend.
Updated March 17, 2011    
14. Calendar Training Guide - Version 2
    14. Calendar Training Guide - Version 2 Home | Full Training Guide     
image.gif
14.2 Manage User Calendar Permissions
Purpose of application is to set up user permissions - who can view and update you calendar.
14.2.1 Adding new users to calendar
Step Action
1. Open Manage User Calendar Permissions application.
2. Click .
3. A list of all current users is displayed. To give users access permissions to your calendar (i.e. read, write, update, etc), select/deselect appropriate check boxes.
4. Click after you have finished.
Back to the top


14.2.2 Changing user permissions
Step Action
1. Open Manage User Calendar Permissions application.
2. Click .
3. The list of current users with access to your calendar, along with their permissions, is displayed. Remove the users completely or change their permissions by selecting and deselecting appropriate check boxes.
4. Click after you have finished.
Back to the top


14.2.3 Viewing all users
Step Action
1. Open Manage User Calendar Permissions application.
2. Click .
3. A comprehensive list of all existing users is displayed. Here you can see who is allowed to view whose calendars, as well as, their general permissions (i.e. read, write, update, etc). You can remove users or change their permissions, at this time.

At the bottom of the page, you have a list of all users whose calendars are completely inaccessible.
4. Click after you have finished.
Back to the top
Updated March 17, 2011    
14. Calendar Training Guide - Version 2
    14. Calendar Training Guide - Version 2 Home | Full Training Guide     
image.gif
14.3 View Calendar
Purpose of application is to view your own calendar, add meetings and invite other users to attend.
14.3.1 Viewing your calendar
Step Action
1. Open View Calendar application.
2. By default, calendar opens to today's date. You can move back or forward by a day, week, month or year by clicking on the appropriate button, as seen in the example below.



PREVIEW & ADDRESS
By default, preview and address is turned "off". To enable the preview option, click on the On link.

Once preview is turned "on", move your mouse over the appointment name to display a pop-up window with appointment details, as per example below.




DAY & HOUR FORMAT
Calendar can be displayed for 1 day, 3 days, 1 week or 1 month, as shown below.

Time is displayed in one of the two formats:
Format Description
12 Hour Display the time in AM and PM.
24 Hour Display the time from 00:00 to 23:00

Time zone can be selected from the drop down list.


NOTE: Once you have finished defining the appearance of your calendar, continue to enter appointments. See Entering Appointments section for details.
Back to the top


14.3.2 Entering appointments
Step Action
1. To set up a meeting, click on the date you need (e.g. August 1, 2011).
2. Fill out all of the required fields marked by an asterisk (*).

FORM FAQ
Calendar For The following calendar belongs to this user.
Subject Purpose of the meeting can be entered in the Subject field.
Private An option to display "N/A" in any user's calendar.
Vendor If the meeting is with a vendor, enter the vendor's ID in the field, or click on the link to find one. To notify the vendor of the meeting, select the Notify Vendor check box.
Purchaser If the meeting is with a purchaser, enter the purchaser's ID in the field, or click on the link to find one.
Lot ID If the meeting is in regards to a specific lot, enter the lot ID or click on the link to find one.
Start Date Starting date of the meeting.
Start Time Starting time of the meeting.
Time Zone Select a time zone.
End Date Ending date of the meeting.
End Time Ending time of the meeting.
Meeting Type Select the type of meeting.
Attendees Select one of more users from the drop down list and click to invite them to the meeting.

Click View Attendees Schedules to check the availability of people invited to the meeting.
Notify Select the check box to remind yourself by email of the meeting.
Location Specify the location of the meeting.
Notes For all attendees to view and update.
Personal Notes Notes for private viewing only.
Email Message The body of the email invitation should be entered here.
Send Email Select the check box to inform attendees of meeting's details.
Delete To cancel the meeting and delete it from yours or attendees calendars, select the appropriate radio buttons.
3. When you are done, click .
Back to the top
Updated March 17, 2011