Calendar view

View monthly events and the days they fall on, from the calendar view.  To add a new event, modify or simply view all of the events for a given day, double click on the day of interest.  A new screen is opened and all of these actions can be viewed and completed there.   Calendar view defaults to the current month.

Actual dates

For each day of the month, a complete list of events that meet the filter criteria will be displayed.  You can change the filter criteria by simply selecting different options in the drop down lists.

View the events for one day

To view more information about a particular day, double click on that date to see a list view of ALL the events scheduled that day. Each of these items has a Details button so you can view or edit each of the events

Note:  This feature does not limit you to see only the events that meet the filter criteria. 

The Calendar uses the same type of filtering and grouping as the Event Management Screen, however, groups cannot be created from this screen.

Also a “full size” view, which is a larger view of the calendar, is available in the Select View combo box. 

Buttons

Action performed

Close

Closes the screen, returns to the Main Menu.

Auto Scheduler

Goes to the Auto Scheduler screen where events may be scheduled for multiple Facilities at one time.

Reports

Opens the Reports page where a user can develop reports for a set of events.

Filter Criteria

Description

Select by:

Facility: Allows you to select, and work with events for a single Facility at a one time.

Group: Allows you to select, and work with events for a whole group of Facilities at the same time.  These groups are created in the Facility Groups Section of the software

Any selection made here will be kept if you switch back to the List View in Event Management via the “Select View”. And the selection you had while in Event Management will be maintained when you switch from there over to Calendar View.

Facility No

Displays the Facility number of the Facility associated with the events displayed.  Displayed only when using "Select by: Facility" mode. 

Facility Name

Displays the Facility name of the Facility associated with the events displayed.  Displayed only when using "Select by: Facility" mode.

Group

Displays the Group name of the Facilities associated with the events displayed.  Displayed only when using "Select by: Group" mode.

Select View

Use this selection to switch to the Event Management screen with “List View.” Or change to a larger Calendar view using more of the screen with “Full Size.”

Category

Choose the Category Group for the events.  Under all events you can customize a group to contain more than one category.

Type

Choose the Event type group that you would like to filter on. 

Buttons

Action performed

Complete All

Allows you to add the Completed date for every event on the screen at one time.

Delete

Delete an event.

Close

Closes the screen, returns to the Main Menu.

Auto Schedule

Goes to the Auto Scheduler screen where events may be scheduled for multiple Industries at one time.

Calendar

Opens the Calendar view.  The default view is for the current month

Add New

Opens the Details screen in a format that is ready to accept new events.

Details

Opens the Details Page for the Event.  You can modify existing event records in this screen.

Item

Description

Facility

Displays the Facility Name associated with the events displayed.

Event Category

Category of event.  Depending on which Category is chosen, different fields will be available to the user.

Event Type

The type of event.  E.g. sampling, inspection, receive report, etc.  Event types may be added to the list box via the Event Types of Event Admin.

Due Date

The date that this event is due to be completed.  This date is filtered on by the Quick View Due Date function.

Completed Date

The actual date that the event was completed.

Created by

User who created this event within the POTW.

Performed By

User who is scheduled to perform this event or User who has performed the event.

Violation Exists

Has a violation been created in association with this event?  You can create a violation from any event from the event details screen.  That violation is then associated or related to the event for the life of the event.

Late

Is this event late or was it completed late?  If the event was completed late it will display a check.  

Other Field Names and Config

The List View Configure Link Allows you to select which fields are displayed, their order and settings. The Calendar screen has the same variety of Fields that are used on the Event Management screen. This Field listing is the same as the Event Management List View.