Calendar Type Tutorials

You can create multiple calendars and customise the settings for each calendar by creating a Calendar Type. Once created, a Calendar Type must be added to a Menu Group (any menu) before it can be used, and user access is set for each Calendar Type separately.

💡These tutorials explain how to create, edit and delete Calendar Types and set or copy their user access.

How to View a List of Calendar Types#

1. Navigate to Calendar Types (e.g. Main Menu > Setup > Calendar Types).
2. Click View (button).

How to Create a Calendar Type#

1. Navigate to Calendar Types (e.g. Main Menu > Setup > Calendar Types).
2. Click New (button).
3. Click Edit (button) if it is not blue.
4. On the popup, fill in the details as follows:
   1. Description = Enter a name for the Calendar Type.
   2. Code = Enter a brief description for the Calendar Type.
   3. Note = Enter an explanation about the Calendar Type (optional).
5. Click Settings (button) next to Add.
   1. On the list of settings, select those you want to change from the defaults displayed on screen (use Ctrl + left-click to select more than one).
   2. Click Add/Update (button).
   3. Close the Add Settings popup.
6. Click the Value column and change the added settings as follows:
   1. Resources > Resource Type = Select Assets or Contacts from the dropdown list. This setting determines which groups are available. Resource in this context refers to the person or machine performing the task.
   2. Resources > Resource Group = Select the group that the calendar relates to.
      • Note: You can select only one group. If contacts from several groups must be added, create a group (e.g. Calendar) and add it to all the applicable contacts. Then select that group here.
   3. View > Interval = Select the period that the calendar must display. The options are:
      • 15 Minute (View Days)
      • 30 Minute (View Days)
      • 60 Minute (View Days)
      • Day (View Weeks)
      • Day (View Months)
      • Month (View Years)
   4. View > Show Days = Check all the days that the calendar must cover and uncheck the rest. The selection should correspond to the days of the week on which you perform the task for which the calendar is used.
   5. View > Show Hours (End) = This setting applies only if you chose one of the minute options under View > Interval. Use the time chooser and select the close of your business day (e.g. 17:00). The calendar intervals are adjusted to end at about this time (e.g. if you choose 60 minutes, the last hour starts at 16:00 so that it ends at the close of business at 17:00).
   6. View > Show Hours (Start) = This setting applies only if you chose one of the minute options under View > Interval. Use the time chooser and select the start of your business day (e.g. 08:00). Intervals are calculated starting with this time.
7. Click Save (button).

How to Edit a Calendar Type#

1. Display a list of Calendar Types.
2. Double-click any Calendar Type.
3. Click Edit (button) if it is not blue.
4. Change any of the fields (see How to Create a Calendar Type for explanations of the fields).
   • Note: If you click Settings (button) next to Add, only the settings not yet added appear, unless you click Show All.
5. Click Save (button).

How to Set User Access for a Calendar Type#

1. Display a list of Calendar Types.
2. Right-click a Calendar Type and select Edit User Access.
   • Note: You can also set user access from editing a calendar: Menu (button) > Edit User Access.
3. Click Edit (button) if it is not blue.
4. Click Actions (button) > Add/Remove Users.
5. Move the users you want to add from the Available to the Selected section.
   • Note: Move the users you want to remove from the Selected to the Available section.
6. Click Save (button).
7. Edit the access rights as follows:
   • View = Check the box if the user can view the calendar.
   • Setup = Check the box if the user can change the Calendar Type.
   • Edit = Check the box if the user can edit the calendar (view rights are required).
8. Click Save (button) if it is not greyed out.
9. Click the X in the corner to close the access rights popup.

How to Edit Multiple Users’ Access Rights#

1. Display a list of Calendar Types.
2. Right-click a Calendar Type and select Edit User Access.
   • Note: You can also set user access from editing a calendar: Menu (button) > Edit User Access.
3. Click Edit (button) if it is not blue.
4. Select all the users’ records you want to edit (use Ctrl + left-click to select more than one).
5. Click Actions (button) > Batch Update.
6. Select one of these rights from the dropdown list on the left:
   • View
   • Setup
   • Edit
7. Check the box to give the access right, or uncheck it to remove it.
8. Click Update (button).
9. Confirm the change.
10. Repeat Steps 6 to 9 for the other rights.
11. Click Save (button) if it is not greyed out.
12. Click the X in the corner to close the access rights popup.

How to Copy User Access From Another Module#

1. Display a list of Calendar Types.
2. Right-click a Calendar Type and select Edit User Access.
   • Note: You can also set user access from editing a calendar: Menu (button) > Edit User Access.
3. Click Edit (button) if it is not blue.
4. Click Actions (button) > Copy Users from another Module.
5. Select the module from the dropdown list on the left.
6. Click Copy (button).
   • Note: The users are copied and their access rights, where matching, are set.
7. Edit any of the access rights (optional).
8. Click Save (button) if it is not greyed out.
9. Click the X in the corner to close the access rights popup.

How to Delete a Calendar Type#

1. Display a list of Calendar Types.
2. Right-click a Calendar Type and select Delete.
   • Note: You can also delete a Calendar Type from its edit view with Actions (button) > Delete.
3. Confirm the deletion on the popup.