Calendar Types Settings
Overview
- QuickEasy BOS helps organisations keep track of transaction items (e.g. tasks to be performed, goods to be made) and project deadlines using calendars.
- Calendars are designed to manage resources such as labour, equipment, vehicles, and booking schedules.
- An organisation can have an unlimited number of calendars and customise the settings for each calendar by creating a Calendar Type.
- Once created, a Calendar can be added to any menu.
- User access is set for each Calendar separately.
- Calendars can be integrated into Service Tickets to manage project and production tasks and Transactions at an item level.
Settings Explained
| Setting | Description |
|---|---|
| Calendar > Resource Used for Unallocated Events (Enter Name) | Field to type a name for unallocated calendar entries (e.g. Unallocated). Used when the next available resource should perform a task. These entries can be dragged and dropped onto resources. |
| Resources > Resource Type | A dropdown list to select: – Contacts: The Known As field is used to link and identify the resource. Contacts in this context are the people who must complete the tasks. – Assets: The Code field is used to link and identify an asset. Assets in this context are the equipment, or vehicles that must be serviced. The assets do not have to be owned by the organisation (e.g. servicing computer equipment at client premises, or servicing clients’ motor vehicles). This selection affects which groups are available under Resource Group. |
| Resources > Resource Group | A dropdown list of groups for users to select which group the calendar belongs to. The groups are those created for the Resource Type (e.g. Assets or Contacts). The list changes if the Resource Type is changed. Identifies the resource that must be shown on the calendar (e.g. which staff members, which assets). |
| View > Interval | Provides a dropdown list to select the calendar intervals. Events are rounded to the nearest interval. The options are: – 15 Minute (View Days) – 30 Minute (View Days) – 60 Minute (View Days) – Day (View Weeks) – Day (View Months) – Month (View Years) |
| View > Show Days | Provides a list of all the days of the weeks. Users can check the checkboxes next to the days that should appear on the calendar. |
| View > Show Hours (Start) | Provides a field to select a Start Time for the minute steps selected under View > Interval. The start time should be when the day or shift starts (e.g. 08:00). |
| View > Show Hours (End) | Provides a field to select the End Times for the minute steps selected under View > Interval. The end time should be when the day or shift ends (e.g. 16:30) |
Learn More
- Calendar Tutorials: These tutorials explain how to create and edit calendars. They also explain how to create custom calendar entries.
- Calendar Type Tutorials: These tutorials explain how to create Calendar Types which are the setup steps for calendars.
- Calendar Types Edit View: Explains the interface for creating Calendar Types.
- Calendar Types List View: Explains the interface for displaying a list of all the Calendar Types that have been created.
- Calendars and Transactions: Explains how to setup and enter transactions to integrate with calendars.
- Calendars Interface: Explains the interface features when viewing calendars.