The Calendar module is a feature of Activ that has been designed to help you and your employees manage your day-to-day work schedule and gain oversight of what you need to do, and when. In its most basic format it enables you to create and manage Appointments for yourself and other staff members, and to view the availability of your employees on a daily, weekly, and monthly basis. The module includes functionality that allows you to compare employee schedules when you are creating Appointments that include multiple attendees, and to view the Calendars of any other user at any time. In addition, Activ allows you to create a list of Resources that might be needed for Appointments (e.g. conference rooms, equipment, etc), and to book these Resources whilst creating new Appointments. A dedicated page provides you with oversight of existing Resource bookings, enabling you to track Resource availability and compare the schedules of multiple Resources from one location. Finally, Activ can be configured to display key actions (e.g. Reviews, certain due dates, etc) within your Calendar view, and allows you to create a custom list of Appointment ‘Types’ that can be used to integrate additional actions (e.g. projects, focused work time, etc) into your employees’ schedules (see Configure Calendar Settings and Configure the Overview Tab).
Uniquely within Activ, the full range of Calendar functions is made available to all users within your system, providing them with full control over their own Appointments and allowing them to schedule Appointments that include any other system user and any Resource. Access is not controlled by a specific set of System Permissions, and there is no permission area for the module within a user’s Login Permissions tab.
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The Calendar module has eight tabs:
Overview – provides a running four-day Calendar, which (by default) starts from the current day and includes an ‘Overdue’ section. Users have the option to configure this calendar view to include key actions (e.g. due dates, Reviews, etc.) from your system, and can opt to include or exclude Weekends as necessary (see Configure the Overview Tab).
Appointments – provides a register containing all Appointments that have previously been entered by or for the selected employee.
Day – provides a half-hourly schedule displaying all Appointments that are scheduled for the current day. In addition, a separate section at the top of the Calendar is provided to identify any all-day Appointments that have been scheduled for the selected day.
Work Week – provides a half-hourly schedule displaying all Appointments that are scheduled for the current working week. Note that this tab excludes weekends, and that a separate section at the top of the Calendar is provided to identify any all-day Appointments that have been scheduled for a given day.
Week – provides a Calendar displaying all Appointments that are scheduled for the current week. Note that this tab includes weekends, and that entries will display the Appointment’s summary and time.
Month – provides a Calendar displaying all Appointments that are scheduled for the current month. Note that this tab includes weekends, and that entries will display the Appointment’s summary and time.
Resource Booking – provides a set of pages that allow you to view and PDF the daily and weekly schedules for each Resource that has been configured in your system. Note that the schedule is provided in half-hourly increments, and that weekends are excluded from the weekly view.
Settings – this tab is available to Administrators only, and is used to configure the Resources and Appointment Types that are included within your Calendar module.
