Using the calendar
- Select a calendar view
Various calendar views can be appropriate depending on the task in hand.
- Click on the general Info Centre to open the calendar. The date defaults to the current date.
- The calendar will open in the view that has been saved as standard. Click on Info Center > New to open another calendar window.
- Just below the date picker, select the date range you want to see:
- one to seven days
- the days of the week you want.
Ex: the next three weekends or one workweek
- Select your preferred View in the toolbar:
- The Calendar view shows one day per column, like a common desk calendar, with 30-minute intervals. Full-day entries appear at the top of the column. The different data sources are grouped and shown side by side.
- In the Timeline with headers view, both days and times are arranged horizontally. The different data sources appear grouped and below each other. Each data source is given in a header serving as seperator.
- In the Timeline with line labels view, both days and times are arranged horizontally. The different data sources appear grouped and below each other. Each data source appears in the first column.
- In the Tiles view, there are individual blocks for each data source, within which the entries are sorted chronologically. Click on Size and format settings for the tiles in the right-hand corner of the toolbar. The are options for adjusting the width and height of the tiles andfor formatting the text (unless predefined by a custom list).
- In the List view, entries are sorted chronologically, with all-day entries at the very top. There is no grouping by data source.
- In the Table view, all entries are sorted per data source, with one column per day. Start and end times are shown within the entries themselves.
- The Month view shows all entries for a calendar month in seven columns. For each day, all selected data sources are listed in chronological order. The exact times and the type of data source is given in the individual entries.
- Select your data sources
Improve legibility by showing only that information in your calender which you actually need.
- Click on Data sources in the toolbar to open the picklist.
- Move the order of the data sources by holding down the left mouse button (drag-and-drop).
- Select one data source by left-clicking (hold down the Ctrl key for multi-select) and click on Apply.
Ex: Show only events and shifts - Click on each data source to set further options such as:
- Filter
- Hide when empty
- Standard list or Custom list.
- Filter your data
Click on the individual data sources in the toolbar for further options (filtering, hiding or switching to special lists).
- To filter further, click on the data source and select Filter. From the drop-down menu, select e.g. the status, user or room.
Example: SHow the shifts of a selected staff member, the tasks of one user group or events with a certain status. - To switch back to the normal view, click on the data source and select the Standard list from the drop-down menu.
- Click on Own data to show only your own data.
- In the search field, enter text (fragments) you want to find. All records containing these text are shown as before, while the other records are greyed out.
- To filter further, click on the data source and select Filter. From the drop-down menu, select e.g. the status, user or room.
- Show more details
Each calendar entry consists of a subject line and details. Which information exactly is shown in the subject and details is determined by the standard list set-up.
- Only the subject line of any calendar entry is shown in the calendar by deafult. Further details appear in the details window in the sidebar as soon as a calendar entry is clicked or the mouse points to it.
- To show the details directly in the calendar, activate Show details in the horizontal toolbar.
- Save your settings
Certain information is needed again and again, even if other calendar views may become useful in the meantime. Save various Views for later use, so you can call them up again later.
- Set your Data sources, Filters and Views as required.
- Click on Views and select Save to save your current settings either under a new ( New) or existing name.
- Specify whether this new view is a personal User view or a Group view also available to others.
- Enter a name for the new view. As soon as you have confirmed the name, the new view will be available for selection in the drop-down menu under Views.
- Click on the dropdown triangle of the window title and select Auto-start to open the new view automatically immediately on starting the application.
- Create additional tabs in the Info Center
The calendar is the first and only tab of the Info Centre which cannot be deleted. However, any number of other tabs with different dates and in different formats can be added.
- Go to the More... tab next to the Calendar tab on the right-hand side. A list will open with all other available tabs.
- Click on Add and select first the type of data source you want to make, then the specific record, link or list. The choice is large and business-specific.
- To delete a tab, select the desired tab in the list and click on Remove.