Layton ServiceDesk - Calendar - Revision history

Jpainter: Minor formatting changes

2020-04-27T06:46:18Z

Minor formatting changes

Jpainter: Modified image link

2018-09-27T04:05:23Z

Modified image link

Jpainter: New screenshot

2018-09-27T04:03:12Z

New screenshot

Jpainter: Major revision

2018-09-27T03:43:47Z

Major revision

Jpainter: Minor formatting changes

2018-09-27T03:42:35Z

Minor formatting changes

Jpainter: Minor text changes

2018-09-26T05:56:48Z

Minor text changes

Jpainter: Updated links

2016-07-08T06:05:02Z

Updated links

Jpainter: Jpainter moved page Layton ServiceDesk™ - Calendar to Layton ServiceDesk - Calendar: Removed the TM symbol for a cleaner URL

2016-07-08T06:02:13Z

Jpainter moved page Layton ServiceDesk™ - Calendar to Layton ServiceDesk - Calendar: Removed the TM symbol for a cleaner URL

Jpainter: Clarified text

2014-07-09T05:47:22Z

Clarified text

Jpainter: Added link to "Manage Analyst Absence Types"

2014-07-09T02:30:44Z

Added link to "Manage Analyst Absence Types"

@@ Line 16: / Line 16: @@
 ==Viewing Call Backs, Tasks and Appointments==
-Any existing Callbacks, Tasks or Appointments that have been scheduled for the Analyst will be displayed in the appropriate day and timeslot. Any Tasks listed will be identified with the “Task” subject line along with the Task ID number and the Task Type, e.g. “Task (775) – Install Upgrade”. Any Callbacks listed will be identified with the Callback subject line along with the related Request, Problem or Change ID number, e.g. “Callback – Request (5564)”.
+Any existing Callbacks, Tasks or Appointments that have been scheduled for the Analyst will be displayed in the appropriate day and timeslot. Any Tasks listed will be identified with the ''Task'' subject line along with the Task ID number and the Task Type, e.g. ''Task (775) – Install Upgrade''. Any Callbacks listed will be identified with the Callback subject line along with the related Request, Problem or Change ID number, e.g. ''Callback – Request (5564)''.
-To view the details of an existing item double click it and you will receive a pop up window with the item details. See Figure 25 below for an example. If required any details can be modified and a reminder alert scheduled. If a reminder is schedule and the Analyst is logged into the system they will receive a pop up reminder alert where they can choose to view the details or Snooze or Dismiss the item. If the Analyst is not logged into the system at the time of the reminder it will send them an email notification instead.
+To view the details of an existing item, double-clicking it will open a dialog with the item details.
 The item can be Saved or Deleted by selecting the save or delete button at the top of the window. There are additional options to print the item or mark it as import or less important.
+To add a new Appointment to the calendar, double-click in the desired time slot and a blank appointment will be displayed which can be completed and closed. Callbacks and Tasks cannot be scheduled from within the Calendar and must be scheduled through the related Request, Problem or Change or from the main menu Log New drop down.
-[[File:Fig25.png|center|link=]]
-−
-−
-To add a new Appointment to the calendar double click in the desired timeslot and a blank appointment will be displayed which can be completed and closed. Callbacks and Tasks cannot be scheduled from within the Calendar and must be scheduled through the related Request, Problem or Change or from the main menu Log New drop down.
 =Analyst Availability View=

@@ Line 9: / Line 9: @@
 The Calendar View provides options for Daily, Weekly and Monthly views. This is the Monthly Calendar view:
-[[File:Lsd calendar01.png|center|800px]]
+[[File:Lsd calendar01.png|center|800px|link=http://laytontechnology.com/support/images/4/4d/Lsd_calendar01.png]]
 <center>Click to enlarge</center>

@@ Line 9: / Line 9: @@
 The Calendar View provides options for Daily, Weekly and Monthly views. This is the Monthly Calendar view:
+[[File:Lsd calendar01.png|center|800px]]
-[[File:Fig24.png|center|link=]]
+<center>Click to enlarge</center>
-−
 ==Calendar Restriction Settings==

@@ Line 14: / Line 14: @@
 ==Calendar Restriction Settings==
-By default the view will be set to the current logged on Analyst's Calendar. If the Analyst has permissions to view the Calendar of other Analysts they can select a different Analyst from the drop down list on the left hand side of the page. The Analyst setting that determines if an Analyst can view the Calendar of other Analysts is '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Access_Restrictions|Administration > Company Structure > Manage Analyst > ANALYST NAME > Settings > Access Restrictions > Restrict Analyst Calendar]]'''. There are four restriction settings:
+By default the view will be set to the current logged on Analyst's Calendar. If the Analyst has permissions to view the Calendar of other Analysts, they can select a different Analyst from the drop down list on the left hand side of the page. The Analyst setting that determines if an Analyst can view the Calendar of other Analysts is '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Restrict Analyst Calendar|Administration > Company Structure > Manage Analyst > ANALYST NAME > Settings > Access Restrictions > Restrict Analyst Calendar]]'''.
-−
-{| class="wikitable" border="1"
-|-
-! style="background:#009999; width: 300px; color:#FFFFFF"|Setting
-! style="background:#009999; width: 700px; color:#FFFFFF"|Description
-|-
-|No Access
-|The Analyst does not have access to the Calendar and the Calendar menu item will not be available for this Analyst.
-|-
-|Own Access
-|The Analyst will only be able to view their Calendar.
-|-
-|Own Group Access
-|The Analyst will be able to view the Calendar of any Analyst that belongs to the same Analyst Groups as this Analyst.
-|-
-|Full Access
-|The Analyst will be able to view the Calendars of all Analysts in the system.
-|-
-|}
 ==Viewing Call Backs, Tasks and Appointments==

@@ Line 2: / Line 2: @@
 __FORCETOC__
 =Overview=
-The Analyst Calendar and Availability View are used to show the Analysts’ availability and schedule of appointments, Tasks and Call Back Reminders. The Calendar view has options for Daily, Weekly and Monthly views. Depending on an Analyst’s permissions they can be given access to see their schedule only or those of other Analysts within their Group, or they can be given full access to the schedule for all Analysts.
+The Analyst Calendar and Availability View are used to show the Analysts' availability and schedule of appointments, Tasks and Call Back Reminders. The Calendar view has options for Daily, Weekly and Monthly views. Depending on an Analyst's permissions they can be given access to see their schedule only or those of other Analysts within their Group, or they can be given full access to the schedule for all Analysts.
 There are two main views, the Calendar View and the Availability View.
@@ Line 14: / Line 14: @@
 ==Calendar Restriction Settings==
-By default the view will be set to the current logged on Analyst’s Calendar.  If the Analyst has permissions to view the Calendar of other Analysts they can select a different Analyst from the drop down list on the left hand side of the page. The Analyst setting that determines if an Analyst can view the Calendar of other Analysts is '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Access_Restrictions|Administration > Company Structure > Manage Analyst > ANALYST NAME > Settings > Access Restrictions > Restrict Analyst Calendar]]'''. There are four restriction settings:
+By default the view will be set to the current logged on Analyst's Calendar. If the Analyst has permissions to view the Calendar of other Analysts they can select a different Analyst from the drop down list on the left hand side of the page. The Analyst setting that determines if an Analyst can view the Calendar of other Analysts is '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst#Access_Restrictions|Administration > Company Structure > Manage Analyst > ANALYST NAME > Settings > Access Restrictions > Restrict Analyst Calendar]]'''. There are four restriction settings:
 {| class="wikitable" border="1"
@@ Line 36: / Line 36: @@
 ==Viewing Call Backs, Tasks and Appointments==
-Any existing Callbacks, Tasks or Appointments that have been scheduled for the Analyst will be displayed in the appropriate day and timeslot.  Any Tasks listed will be identified with the “Task” subject line along with the Task ID number and the Task Type, e.g. “Task (775) – Install Upgrade”.  Any Callbacks listed will be identified with the Callback subject line along with the related Request, Problem or Change ID number, e.g. “Callback – Request (5564)”.
+Any existing Callbacks, Tasks or Appointments that have been scheduled for the Analyst will be displayed in the appropriate day and timeslot. Any Tasks listed will be identified with the “Task” subject line along with the Task ID number and the Task Type, e.g. “Task (775) – Install Upgrade”. Any Callbacks listed will be identified with the Callback subject line along with the related Request, Problem or Change ID number, e.g. “Callback – Request (5564)”.
-To view the details of an existing item double click it and you will receive a pop up window with the item details.  See Figure 25 below for an example.  If required any details can be modified and a reminder alert scheduled.  If a reminder is schedule and the Analyst is logged into the system they will receive a pop up reminder alert where they can choose to view the details or Snooze or Dismiss the item.  If the Analyst is not logged into the system at the time of the reminder it will send them an email notification instead.
+To view the details of an existing item double click it and you will receive a pop up window with the item details. See Figure 25 below for an example. If required any details can be modified and a reminder alert scheduled. If a reminder is schedule and the Analyst is logged into the system they will receive a pop up reminder alert where they can choose to view the details or Snooze or Dismiss the item. If the Analyst is not logged into the system at the time of the reminder it will send them an email notification instead.
-The item can be Saved or Deleted by selecting the save or delete button at the top of the window.  There are additional options to print the item or mark it as import or less important.
+The item can be Saved or Deleted by selecting the save or delete button at the top of the window. There are additional options to print the item or mark it as import or less important.
@@ Line 46: / Line 46: @@
-To add a new Appointment to the calendar double click in the desired timeslot and a blank appointment will be displayed which can be completed and closed.  Callbacks and Tasks cannot be scheduled from within the Calendar and must be scheduled through the related Request, Problem or Change or from the main menu Log New drop down.
+To add a new Appointment to the calendar double click in the desired timeslot and a blank appointment will be displayed which can be completed and closed. Callbacks and Tasks cannot be scheduled from within the Calendar and must be scheduled through the related Request, Problem or Change or from the main menu Log New drop down.
 =Analyst Availability View=
 ==Overview==
-The Analyst Availability View provides a simple, easy to view two week timeline displaying any Analyst Absences which are scheduled for the period.  Each Analyst is listed in the left hand column and the Absences will be displayed in the corresponding date columns.  Multiple Absences can be scheduled for the same Analyst and they can overlap if required.  Analyst Absence Types are user defined and can be color coded for easy visual identification.  Analyst Absence Types can be created in '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst Absence Types|Administration > Company Structure > Manage Analyst Absence Types]]'''.
+The Analyst Availability View provides a simple, easy to view two week timeline displaying any Analyst Absences which are scheduled for the period. Each Analyst is listed in the left hand column and the Absences will be displayed in the corresponding date columns. Multiple Absences can be scheduled for the same Analyst and they can overlap if required. Analyst Absence Types are user defined and can be color coded for easy visual identification. Analyst Absence Types can be created in '''[[Layton ServiceDesk - Settings - Company Structure - Manage Analyst Absence Types|Administration > Company Structure > Manage Analyst Absence Types]]'''.
@@ Line 70: / Line 70: @@
 ==Approval Process==
 Unless approved, an Analyst may be automatically assigned Requests within the leave period.
 #Analyst creates a new Absence in the Calendar Availability view. Now a new option will allow the Analyst to select an Approver.
 #On selection of an Approver an email is triggered to the Approver which contains a hyperlink to the Calendar Absence, similar to Request email.

@@ Line 56: / Line 56: @@
 ==Adding an Analyst Absence==
-To add an Analyst Absence double click in the required day for the Analyst and you will be presented with a small window where you can enter the details along with options to Save, Cancel or select further Options.  If the Absence entry does not require specific information such as the Absence Type or a start and finish time, once you enter the text information and click save it will create an Absence that will cover the whole day.
+To add an Analyst Absence double click in the required day for the Analyst and you will be presented with a small window where you can enter the details along with options to Save, Cancel or select further Options. If the Absence entry does not require specific information such as the Absence Type or a start and finish time, once you enter the text information and click save it will create an Absence that will cover the whole day.
-To enter the Absence Type along with the start and finish times select the Options button and you will be presented with the Edit Absence page where the full details can be added, see Figure 27 below.  Once the details have been added click the save button to return to the Analyst Availability View.
+To enter the Absence Type along with the start and finish times select the Options button and you will be presented with the Edit Absence page where the full details can be added, see Figure 27 below. Once the details have been added click the save button to return to the Analyst Availability View.
@@ Line 64: / Line 64: @@
-If an Analyst Absence period needs to be extended, shortened or moved from one day to another, this can be achieved quickly using drag ‘n drop on the main Analyst Availability View calendar.  To extend or shorten the Absence simply hover over the right hand end of the Absence until the right and left arrows appear, then click and hold and drag the Absence to the right or left.  To move the whole Absence from one day or period to another, click and hold on the Absence and drag it to the required location.
+If an Analyst Absence period needs to be extended, shortened or moved from one day to another, this can be achieved quickly using drag ‘n drop on the main Analyst Availability View calendar. To extend or shorten the Absence simply hover over the right hand end of the Absence until the right and left arrows appear, then click and hold and drag the Absence to the right or left. To move the whole Absence from one day or period to another, click and hold on the Absence and drag it to the required location.
-'''Note''': When an Analyst has an Absence scheduled HelpBox will not automatically assign Requests to this Analyst.  Any Analyst Absences will also be indicated in the select Analyst popup windows when a Request, Problem or Change is being manually assigned.  If an Analyst is Absent the Available column next to their name will not display a tick.
+'''Note''': When an Analyst has an Absence scheduled Layton ServiceDesk will not automatically assign Requests to this Analyst. Any Analyst Absences will also be indicated in the select Analyst popup windows when a Request, Problem or Change is being manually assigned. If an Analyst is Absent the Available column next to their name will not display a tick.
 ==Approval Process==

@@ Line 48: / Line 48: @@
 =Analyst Availability View=
 ==Overview==
-The Analyst Availability View provides a simple, easy to view two week timeline displaying any Analyst Absences which are scheduled for the period.  Each Analyst is listed in the left hand column and the Absences will be displayed in the corresponding date columns.  Multiple Absences can be scheduled for the same Analyst and they can overlap if required.  Analyst Absence Types are user defined and can be color coded for easy visual identification.  Analyst Absence Types can be created in '''Administration | Company Structure | Manage Analyst Absence Types'''.
+The Analyst Availability View provides a simple, easy to view two week timeline displaying any Analyst Absences which are scheduled for the period.  Each Analyst is listed in the left hand column and the Absences will be displayed in the corresponding date columns.  Multiple Absences can be scheduled for the same Analyst and they can overlap if required.  Analyst Absence Types are user defined and can be color coded for easy visual identification.  Analyst Absence Types can be created in '''[[Layton ServiceDesk™ - Settings - Company Structure - Manage Analyst Absence Types|Administration > Company Structure > Manage Analyst Absence Types]]'''.
 [[File:Fig26.png|center|link=]]
 ==Adding an Analyst Absence==