What is Calendar View?

What is Calendar View?

Calendar View is a feature which enables you to view and access all of your Shift Records from either a monthly or weekly perspective.

Shift Records that you would otherwise view from the Shift Record list screen are accessible via your calendar, filterable by Assignee and Status streamlining your Shift Record organisation.

The key benefits of Calendar View are the following:

• View and access your Shift Record with a weekly and monthly view.

• Understand key Shift Record properties at a glance with a pop-up modal.

• Share Shift Records from Calendar View across any other calendar platform using iCal.

Share your shifts from Calendar View across any calendar platform (e.g. Outlook, Google Calendar) by downloading your shifts and importing them from your files in calendar settings. You can access a particular shift by clicking the link which you have attached to your external calendar platform. 

Step-by-step Instructions

1. After selecting the Project you wish to access on the Web App, click on "Shift Records''. Then select the small grey icon, resembling a calendar, in the top right-hand corner of this screen.

2. Clicking this button will activate the Calendar View feature, which will instantly populate the screen with data for the current month, aligning with today's date.

3. From here you can decide to organise your Shift Records from a weekly or monthly view. All Shift Records available to you on the list screen will be displayed on Calendar View.

4. Hover over a Shift Record in week view which will pop up with a compact modal displaying the supporting shift details including Assignee, Shift Start Time, Shift End Time, Shift Duration, Access Point and Shift Status.

5. Apply the relevant filters you wish to streamline your shifts by including ‘Assignee’ or ‘Status’. This will search for all the Shift Records which are available with the chosen filters.

6. By clicking into a Shift Record from Calendar View you can open up different elements of the Shift Record and make modifications and changes where necessary.

FAQs

What is the default view?

The default view is initially the list view. Once you have changed the view to the calendar then this will remain the default view for that project. This is set on a project-by-project basis and uses your last session to determine the default.

What is iCal and how does it work?

iCalendar or iCal, as it is commonly called, is simply a computer file format for storing calendar information.

How do I use iCalendar in Outlook?

1. Import .ics or .vcs file

2. In Outlook, select File > Open & Export > Import/Export.

3. In the Import and Export Wizard box, select Import an iCalendar (.ics) or vCalendar file (.vcs), and then select Next.

4. Select the calendar file from your PC and select OK.

5. Select Open as New. The items are automatically imported into your calendar.

What do the different colours of the squares (Shift Records) represent?

Each Assignee will be randomly allocated a colour generated through the platform.
Assignees will use the same colour across Projects.

Which Shift Records can I see?

Field Users can only view and edit Shift Records they are assigned to or have created.

Office Users, Project Administrators and Workspace Administrators can view and edit all Shift Records on Projects they are assigned to.

Series 

Shift Tagging

What is a Calendar View? ⬅️ You are here 

How to complete a Shift Record when possession spans multiple shifts? 

How to delete a Shift Record? 

How do we capture weather data with an API? 

London Underground Access Information 

What are the different types of Shift Record status? 

What to do when your shift is cancelled 

Shift Record FAQs