Weekly Calendar

Overview  

As we strive to provide you with a fantastic user experience, we're excited to introduce the newest edition of our Weekly Calendar. With added improvements and optimizations, this release aims to enhance your scheduling and planning activities.

Key features:

  1. Adding new events: Visits, Site blocks, Room blocks, Notes, and Personal calendar dates
  2. Filters: Empowers you to personalize the information presented in the calendar according to your preferences
  3. Color coding of the Visits: Provides the capability to personalize visit colors based on your preferences.

1 Header of Weekly Calendar

Such actions are positioned in the header:

1.1 Adding new events to the Weekly Calendar

You can generate these events by using the "Add New" button.

1. Visits. Selecting "Create a Visit" will lead you to the "Request a Visit" page.

2. Notes. By selecting "Note," you will navigate to the "Note" modal window, where you can configure your note parameters.

  1. Site blocks. By choosing "Block Site/Room," you will be directed to the modal window where you can configure parameters for blocking the site

4. Room blocks. By selecting the "Room Block" mode within the same modal, you can create a room block.

5. Personal calendar dates. Finally, by clicking on the "Personal Calendar date," you can create this specific event.

1.2 Navigation buttons

In the Weekly Calendar header, you'll find navigation buttons:

  • Today: Takes you to the current week.
  • "Next" and "Previous" buttons: Enable quick week-to-week navigation.
  • Datepicker: Provides the ability to select any specific week for a quick overview.

1.3 Export button

You can export Weekly calendar in these formats EXCEL PDF

1.4 Edit Column Layout

The Weekly Calendar columns can be fully customized.

  • The order of columns can be customized using drag and drop.
  • The list of displayed columns can be customized using an activation toggle

2 General Layout

The layout will automatically switch between a 7-day layout and a 5-day layout based on the presence of events during weekends. Weekly calendar table

2.1 Events displayed on the calendar

These events can be showcased on the Weekly Calendar. The displayed parameters depend on the setup settings in the Edit Column Layout modal window.

1. Visits.

The user will observe visit cards featuring the following unique fields:

  • Like a part of the Title parameter displaying the Customer logo. Cases of displaying customer logos
    • If there are no customers in the briefing then will be displayed default logo (thumbnail)
    • Only one customer that has no logo - default logo (thumbnail)
    • Only one customer has uploaded a logo - customer logo (thumbnail)
    • There are several customers within the visit - the number of customers
  • Visit Card Quick Actions

Quick actions that the User (Admin and Briefing manager user roles) can use are identical to QA from other places in BE. The list of options depends on the visit status

2. Site blocks.

3. Room blocks

4. Notes.

5. Personal calendar dates

3 Filter sidebar

The Weekly calendar filters allow you to refine the results within your personal calendar view. Filters are preserved in your browser session, so as long as you remain logged-in, your current filter set will be used every time you return to the monthly calendar.

Use the “Set as Defaults” checkbox at the top of the filter bar to save the current filter set as your personal defaults. Your defaults will be used every time you log into the system.

Use the “Clear All” checkbox on the bottom of the filter bar to clear filters or reset them to default values.

4 Color-coding

The Weekly calendar color-coding allows you to color visit cards by different parameters. Color-coding is preserved in your browser session, so as long as you remain logged-in, your current color-coding set will be used every time you return to the monthly calendar.

Use the “Set as Defaults” checkbox at the top of the filter bar to save the current color-coding set as your personal defaults. Your defaults will be used every time you log into the system.

5 Roles and Permissions

In the Monthly Calendar presented logic of displaying only events with the site that the User has access. Also, in the filters and all other site lists prohibited site is not displayed. Site access can be set for User in the Edit User (Edit profile) > User > Site Access (field)