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Calendar View

The calendar view displays requests and tasks that are due within the selected time range. This helps the technicians to get a quick view of the requests and tasks, and work accordingly to close or accomplish them. Thus, it acts as an alert for the technicians to resolve the tickets on or before the due date. You can view the list day wise, week wise, and month wise. By default, the calendar displays data of the Current Week.

To view the calendar, click the Calendar icon next to the Create New button as shown below. The below screen appears.

Calendar View
Calendar View
Available Options
Available Options

Here, you have the below options:

  • Refresh: You can refresh the entries appearing in the calendar.
  • Filter: Click on the filter icon and a section appears where you can filter the data based on modules (Request and Task), Technician Group, and Technician. Once selected, click Apply, and the details will appear accordingly. Also, you can select the day, week, or month for which you want to fetch the data as shown below.

Notes:

  • If a technician has Global or Global Restricted Access, the requests and tasks related to all the Technician Groups and Technicians (based on the selected Technician Group) will be displayed in the calendar.
  • If a technician has Group access, then the requests or tasks will be displayed related to one’s own group and technician (based on the selected Technician Group).
  • If a technician has Restricted Scope, the Technician Group and Technician filters will not be available.
Details Based on Filter Criteria: Module: Request, Technician Group: Support, and Date: Week wise
Details Based on Filter Criteria: Module: Request, Technician Group: Support, and Date: Week wise
  • Previous: You can click the previous button to view the previous day’s, week’s, or month’s details in the calendar.
  • Next: You can click the next button to view the next day’s, week’s, or month’s details in the calendar.
  • View Individual Ticket: Click the ticket and a popup window will appear displaying the details as shown below. Here, you can edit the details of the request.
Viewing Request Details
Viewing Request Details

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