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Activity Calendar

The Activity Calendar view allows you to see what resources (Employees and/or Assets) are required to perform the required Activity Events.  The main screen is split into three sections

 

 

You can resize these panels by clicking on the panel boundaries and dragging them to the required position

 

Main Panel

 

The Main Panel shows all Events scheduled for each day displayed.  The Events on display can be viewed:

 

See the ‘Toolbar’ Buttons - below for setting up these functions

 

The following options are available.

 

Time Scale: To amend the timeslots of the visible panel right click on the scale down the left-hand side.  The scale options are:

5 Minutes

6 Minutes (0.1 Hour)

10 Minutes

15 Minutes

30 Minutes

60 Minutes

 

Activity Information: Each Event shows the following Information

Start and End Time - This is only shown if the start time and/or end time coincides with the Time Scale defined above

Event Description - Description of the Event entered when it was created

Event Number - Number assigned to the Event when it was created

 

Over 1 day: If an Event goes over one day then it is presented above the timeslots:

Begins today - The panel will have a ‘clock’ icon on the left showing the start time of the Event

Ends Today - The panel will have a ‘clock’ icon on the right showing the end time of the Event

Begins Earlier and ends Later than today - The panel will appear above the timeslots with no ‘clock’

 

Event Status: The Event Status is displayed as a coloured ‘band’ surrounding the Event.  These are pre-defined and represent:

White - Free

Diagonal White Stripe on Blue - Tentative

Blue - Busy

Magenta - Out of Office

 

Event Status Side Band: The Event Status is also displayed as a thin coloured ‘band’ to the left of the Timeline.  This displays the Event Status of both Events completed within a day and Events that take more than a day.

 

Event Type: The Event itself can be colour-coded to provide an immediate view of the Type of Event.  Event Types and their colours are predefined as:

 

To assign an Event Type to an Event simply double click on the Event then select from the drop-down list against Event Type in the displayed panel.

 

Event Details: To look at the Event Details either:

Double click on the Event, or

Right Click on the Event and select ‘Open’

 

     The Event’s Detail screen will be presented.  In this screen you can:

 

Drag and Drop: You can drag an Event and drop:

 

Amend Timeline: You can amend the timeline against a Event by dragging the Start or End boundary and dragging it to the Required Time

 

Parallel Events: You can assign Parallel Events to a Resource and they will appear side-by-side in the Main View

 

Multiple Resources per Event: If you move one Resource’s Start and End time for an Event then all other Resources involved with that Event will also move.

 

 

Calendar Panel

 

This panel shows a standard Calendar by month.  You can view more months by dragging the Calendar Panel boundary left/right/up/down to let you view the desired months.  Within this panel you will see the following:

 

Active Days: Any Days that contain a Event will be in Bold. Clicking on this day will bring up that day in the Main Panel. 

 

View Days: If you Drag the cursor over a few days then release, the Main Panel will immediately reflect the selected time-span.

 

 

Overdue Events Panel

 

This panel shows all the Events that should have been completed by the system date but have not yet been removed from the Activity Event list.

 

 

Toolbar Buttons

 

Print: You can output the current view to your screen prior to printing or print directly to a selected printer.

 

Email: The drop-down list provides the following options

PDF - Generates a Portable Document Format (PDF) document of the displayed information and then opens up the Emailing routine on your PC with this PDF document as an attachment

XLS - Generates an XLS (spreadsheet) from the displayed information and then opens up the Emailing routine on your PC with this XLS document as an attachment

HTML - Generates an HTML format and displays this in the ‘body’ of the generated email

XML - Generates an XML document, which can be called and displayed as a standard Web form.    It also creates an XSL document showing the source document from the displayed information.  The program then opens up the Emailing routine on your PC with the XML and XSL documents attached.

CSV - Generates an CSV (Comma Separated Value) document from the displayed information and then opens up the Emailing routine on your PC with this CSV document as an attachment

 

Export: The drop-down list provides the following options

PDF - Generates a Portable Document Format (PDF) document.   This file can then printed and/or attached to an email

XLS -  If this is selected then a panel will appear for you to save the current displayed data as an Excel Spreadsheet.  You may then call up Excel and manipulate the data as required.

HTML - If this is selected then a panel will appear for you to save the current displayed data as an HTML file.  This file can then be called and displayed as a standard Web form using your Browser.

XML - If this is selected then a panel will appear for you to save the current displayed data as an XML file.  Two files are created.   

This file can then be called and displayed as a standard Web form using your Browser.

CSV - If this is selected then a panel will appear for you to save the current displayed data as a Comma Separated Value file.  This can be used as an import format to external systems.     You may also call up the CSV file in Excel (File Type = .csv) and manipulate the data as required.

 

Resources: If you click on this button then the following options are presented in the drop-down list

Group By: The Main Panel display will change to reflect the selection from

None - All Events (not showing Resources) for above Calendar View

Resource - Display will be Date within Resource for above Calendar View

Date - Display will be Resource within Date for above Calendar View

Resource Layout Editor: ‘Check’ the Resources that you want to appear on the Main Panel and use the ‘Up’ or ‘Down’ buttons to defined the order in which they are to be displayed.

Resources per page: Enter or select the number of Resources you wish to appear to be visible on the Main Panel.  Note: At the bottom left of the Main Panel are scroll arrows that lets you scroll left or right to view all Resources.

Employee and/or Asset: Check either (or both) Resources to select if they are to appear in the Main Panel

 

Views: The Views drop-down enables you to select a view that changes the way you look at the current Events: