Calendar

The Calendar section lets you quickly identify the tasks having their start date or end date (along with time in the Day and Week view) showing up on the calendar. Tasks include customer appointments, pending repairs, repairs, and indirect labors. The calendar also provides an option to view the tasks in daily, weekly, or monthly view formats.

At the top of the Calendar page, you can view or perform the following:

To view the Calendar page, click the Calendar link.

To search the tasks on the calendar

1.    Click the Maintenance module.

2.    In the Actions section, click Calendar.

The Calendar page opens.

3.    In the Calendar Filter section, perform the following:

Note: All the appointments are displayed in the calendar irrespective of the time range selected in the Select Shift list.

4.    Click Search.

The calendar displays the tasks as per the selected search parameters in the Day view for the current date by default. You can also:

o     Click the Week or the Month link to view the tasks for a week or a month, respectively.

o     Click the navigation arrows ( ) to move back and forth on the calendar.

o     Click  to open the calendar and select a date.

o     Drag a task on the calendar to reschedule the start date or start time of the task. This automatically changes the start date and time of the task.

o     Double-click a pending repair or a repair to view its details. Double-click a customer appointment to view or edit the customer appointment details.

Note: You can also select the following optional fields:

  • In the Organization list, select the asset organization for which you want to view the tasks.

  • In the Department list, select the asset department for which you want to view the tasks.

  • In the Asset, Vin Serial, or License box, enter the asset number, vehicle identification number (VIN)/serial number, or the license of the asset.

  • Select the Include Canceled Appointments check box to view the canceled appointments in the calendar.

 

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