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Technician calendar
Resources > Technician > Technician calendar

The technician calendar allows you to:

Principle

Prerequisites:

 

Building calendars is broken down into:

Using the calendar

Adding a range

  1. In the calendar, double click on the range start time.
    → The application displays the availability entry pop-up.
  2. Fill in the availability, the start time, and the duration or end of the range. Confirm.
    → The application displays the range in the calendar availability color in the period of the calendar where it was defined.
You can also select an existing availability, use the keyboard shortcut CTRL+C to copy the availability, and then CTRL+X to paste a new identical availability at the location of the mouse cursor.

Deleting a range

Mode A:

  1. Double click on the range in the calendar.
    → The application displays a pop-up describing the range.
  2. Click on the "Delete" button.
    → The application asks for confirmation of deletion.
  3. Confirm.
    → The application deletes the availability.

 

Mode B:

  1. Select the availability
    → The application displays the availability selection aspect.
  2. Press the keyboard "Delete" key.
    → The application asks for confirmation of deletion.
  3. Confirm.
    → The application deletes the availability.

Changing a range

Mode A:

  1. Double click on the range in the calendar.
    → The application displays a pop-up describing the range.
       
  2. Modify the availability or hours of the range, then click on the "Confirm" button.
    → The application updates the calendar display.

 

Mode B:

  1. Hover with the mouse cursor over a handle positioned at the end of the range displayed in the calendar.
    → The cursor is set to edit mode.

  2. Change the availability by pressing the left mouse button to grab the handle and move the range limit to suit your needs. Then release,
    → The application updates the calendar display and saves the changes to availability.
    → If necessary, the application changes other affected ranges.

 

Globally copying availability ranges

Once the standard day, week, or month has been created, copy it to the rest of the year and the other technicians.

  1. On the action menu , select "Copy availabilities,"
    → The entry form for copied information is displayed with the source technician pre-filled in; see Copying availabilities.
If the availability's "Copy" box is not checked, the ranges will not be copied.
(see Calendar availabilities [Results])

 

Globally importing availability ranges

Once a new technician has been created, assign the same availabilities as a previously created technician to this new technician.

  1. On the action menu , select "Import availabilities,"
    → The entry form for copied information is displayed with the target technician pre-filled in; see Copying availabilities.