HOME-SCHEDULE Placeholder

Overview

The personal schedule displays events tied to the currently logged in User and can also be used to create new items or modify existing ones.

The personal schedule menu provides quick access to the currently logged in User's Reminders, Reviews, Work order item scheduled user and Work order item Labor data tables for viewing or reporting

Settings

The settings dialog (access by clicking on gear icon at top) controls what is displayed in the schedule. Schedule settings are device independant and saved to the server so that any device used will take these same settings.

First time in day view

This controls the starting hour to display in day views. Use it to hide unused hours to reduce the need to scroll down.

Show

This controls what types of items show in the schedule.

Work order color source

The schedule is technically showing each Work order item scheduled user record however it also needs to show some Work order information in the display. Since a work order has several different colors associated with it, this setting controls which color to use in the schedule event display. Note that you can always click on an event to view a summary of the work order including all the status and priority color based properties regardless of what is set here.

Items with no date set

The schedule shows dated items only.

Some scheduleable items such as a Work order item scheduled user record have optional dates that can be left empty. In these cases those items are not displayed anywhere on the schedule and must be viewed through their data table form which will display undated items.

Review events

A Review object does not have a duration of it's event associated with it as it only has a single Review Date field. For this reason all Review items will display at their Review Date in the schedule display and a "synthetic" end date that is 15 minutes after the Review Date.

Moving around

Today button - this button will take you to the current day in the schedule
Previous "<" / Forward ">" buttons will move to the next or prior window of time being displayed. In Day view this will move one day, in Month view this will move one month, in Week view one week etc
Month Year button - This button displays the current month and year and can be clicked on to switch to month view if in any other view
Settings (Gear / Cog icon) opens the settings form
View drop down at top right is used to switch the view between the available options
Date (Day) number - Clicking on a date in the Calendar (i.e. clicking on the "23" for the 23rd of the month) will switch to the day view for that date if in any view other than day view

Create / modify / view events

Devices with a mouse

Drag and drop an existing event to a new time or day
Extend the duration of an event: hover the mouse over the bottom, a "grip" will appear, click and drag up or down to modify the time range
Events with a lock symbol on them are not modifiable
Click and drag in an empty space in any Day view to create a new object in that time frame selected
Click an event to open a quick More information display with a summary of that item
Open the object the event represents for editing by clicking on Open or the icon at the top of the More information dialog

Non mouse devices

Non mouse devices are not supported for drag or extend operations
Touch an empty space in any Day view to create a new Reminder or Work order starting at the date and time touched initially
Touch an event to open a more information dialog
Edit / view the original object the event is displayed for from the more information dialog "Open" button

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