How to use the diary side panel

The diary is where all user events, engineer estimates and jobs are organised and viewed.

Anyone who views the diary will be able to see where an engineer is, when he/she should complete a task, and what tasks they have to do at what time.

By using the side bar you can change which engineers you can view on the diary, you can print job sheets and more.

Read how to use the diary side panel

  1. Click Diary on the navigation bar. Your diary side bar will always be on the right side of the diary page. It only becomes covered when you are viewing an event or adding an event to the diary



  2. Calendar - This is used to quickly navigate through the diary

    Click Today to see today's diary

    Click the arrows next to 'Today' you can view the diary for the day, week, month before or after depending on which diary view you are on

    You can navigate through the calendar (using the arrows next to the month/year) and choose a specific day by clicking the date required



  3. Filters - This section is used to change the amount of users you can see on the diary. This is useful if an engineer is away for a long time and you want to remove them from the diary until they return, or if you want to split the diary into groups



    Click Users to open a side menu with a list of your users.

    Click the small tick box next to a user to add/remove them from the diary view.

    Then click Save on the bottom of the page



    Click User groups to expand options of user groups to show on the diary.  Click here to see how to do this



  4. Actions - This section is used to print job sheets, summary sheets and download data



  5. More - This section includes nearby events and colour scheme



    Click Outstanding jobs to open a list of jobs which require diary events. These can be jobs which have been cancelled, put on hold, or didn't have a diary event when they were created. Click here to see how to do this


    Click Nearby events to open a search bar to search an address/postcode. If there are any engineers near that location it will appear here. Then you will be able to book a job for that engineer around the time of the existing job within that area. This will reduce travel time and costs. 

    Only events in the future will appear in the nearby events section

    You can click this event to see more details, then you can book the new event before/after this event to save travel costs. Click here to see how to do this


    Click Colour scheme to expand a choice of 2 colour scheme options. You can use 'by engineer' or 'by job type' click the button next to the option you wish to choose.

    Click here to see how to change a users diary colour

    Click here to see how to change a job type colour

 

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