My Calendar

My Calendar

         

HOW TO USE MY CALENDAR VIEW

All scheduled tasks assigned to the user and are displayed on  MY CALENDAR page.

If there is no tasks scheduled and assigned to you, you should not see data in this page.

The Calendar can be displayed on a Monthly, Weekly and Daily basis or as a List via the menu at the top right.

Use the back and forward arrows on the left to navigate through time.



VIEW AS LIST

From any view Month, Week or Day, the view can be converted as a list 




EDITING A TASK FROM MY CALENDAR VIEW

Depending on your job type and authorised access to feature in this page, you might be able to double click on a task to edit it.

By clicking on a task, it is possible to access all the details of the task itself: task end, task start, instrument, task type, project, employee ID...and to  EDIT and add comments when completed.


DRAG & DROP 

Depending on your job type and authorised access to feature in this page, you might be able to DRAG & DROP your tasks .
Tasks can be moved manually by simply DRAG & DROP.
  1. From Month View, Tasks can be moved manually by simple DRAG&DROP from one day to another along the month
  1. From Week View, Tasks can be moved manually by simple DRAG&DROP along the same day or to another day of the week
  1. From Day View, Tasks can be moved manually by simple DRAG&DROP along the same day
Info

Note that the engine is not rescheduling during drag & drop movements and will allow overlapping tasks by this manual editing



    • Related Articles

    • The Calendar View

      HOW TO USE THE CALENDAR VIEW The Calendar shows you all the scheduled tasks of your team(s) based on your user job type definition. You can sort out the calendar using the Filter Function on the right-hand side. The Calendar can be displayed on a ...
    • Tasks Views Menu

      HOW TO VISUALISE THE SCHEDULED TASKS There are several ways to visualise the tasks scheduled by the engine to make it easier for supervisors, lab managers and team leaders to monitor multiple pieces of information. There are also specific views for ...
    • Setting the Sites Parameters

      HOW TO SET THE SITE PARAMETERS Locations This area of the settings allows to set a location code for each and every site and/ or departments for which the user would like to have specific series of parameters assigned (eg. users, instruments, ...
    • Employees Management Section

      HOW TO SET-UP EMPLOYEES IN THE EMPLOYEES MANAGEMENT SECTION The following sections take you through the different steps for the configuration of the employees. Competencies groups This section allows to create or edit competencies groups. Multiple ...
    • Tests Management Section

      HOW TO SET UP YOUR TESTS in the TEST MANAGEMENT PAGE This article describes the procedure on how to configure your instruments to be scheduled into Optima. Define your Tests Groups This section allows to define the different Test groups running in ...