Event calendar
The Event Calendar page shows a month at a time, with the number of work order events and date fields on each day. Below the calendar, it lists the events of the day you select.
To open it, select Operations > Event Calendar.
The calendar counts events and date fields of all work orders, including closed and cancelled ones and events for information only.
Choose what to count
Section titled “Choose what to count”| Filter | Shows |
|---|---|
| Workflow | One workflow, or – All Workflows –. |
| Master Event | One event or date field, or all of them. With one workflow selected, it lists that workflow’s events and date fields. |
| Customer | The events of one customer’s jobs. Type at least 2 characters and choose the customer. |
The page updates as soon as you change a filter. TrakIT remembers the workflow and the event you chose.
Move through the calendar
Section titled “Move through the calendar”- Select ◀ or ► to see the previous or next month.
- Select Reset to Today to go back to the current month.
- Select a day to list its events. The page opens on today.
The day you select is in blue and today is in yellow. Days of the previous and next months are grey.
Days run from midnight to midnight UTC, while times are shown in your time zone. So an event close to midnight can be counted on the day before or after the date it shows.
The day’s events
Section titled “The day’s events”The list below the calendar shows 20 events per page, in order of time.
| Column | Shows |
|---|---|
| Event Name | The event or date field. |
| Date/Time | When it happened, in your time zone. |
| Remarks | The remarks entered with it. |
| Work Order | The work order. Select it to open the work order. |
| Job reference | The job. Select it to open the job. The label is set up for your company, for example T/D. |
| Workflow, Customer | The workflow and the job’s customer. |
| Updated By | Who last updated the event, and how long ago. |
Who can use this page
Section titled “Who can use this page”Your role needs these permissions in the Work Orders section:
| Permission | Allows you to |
|---|---|
| View Event Calendar | Open the page. |
| View Events & Data | See the counts and events. Without it, the page shows No Permission. |
You see the events of the workflows you have access to.