How to explore the Calendar Module in the V3 Zuper Web App?

How to explore the Calendar Module in the V3 Zuper Web App?

Navigation: Click the Calendar icon --> Choose Calendar

The job calendar is a centralized module that allows you to schedule and manage jobs assigned to users efficiently. You can also view the calendar on a month, week, or day basis based on your preference. 

Here’s a preview of how the calendar looks if chosen as day, week, and month.  


1. Scheduling a Job in the calendar

1. To schedule a job on the calendar, click and drag over the desired interval. A sidebar will appear with pre-filled details, such as the date and time.


2. Enter other details such as Job title, customer, organization, property, category, and so on, and click the “Save” button to create a job. You can also change the job scheduled date and time from here. 


3. If you want to add more details to the job, click “Create Detailed Job” at the top right corner of the sidebar. This will redirect you to a new page, as shown below. 

Add details such as service tasks, parts/services, assets, contracts, and attachments to the job, then click "Create Job.


4. The job will be created successfully on the scheduled date and time. You can then reschedule the job, add a note, clone, or delete it by right-clicking it. 


Note: You can create a new job by clicking the "+ Create Job" button at the top right corner. You will then need to follow the steps mentioned above but remember that the date and time won't be prefilled since you are creating a new job from scratch. 

 

2. Calendar settings

The settings allow you to customize the following in the calendar module according to your preferences.  

Job Card Information
Calendar display 

2.1. Job Card Information

To customize the job card information in the calendar, follow these steps:

1. Click the “Settings” icon at the top right corner of the calendar page. 


2. Choose “Job Card Information” icon at the left and select the element to provide primary and secondary colors. 

To do this, select the desired element from the dropdown menu next to the primary and secondary colors and click the “Save” button.

Note: The primary color is displayed on the background of the job card, while the secondary color appears as a vertical line on the left side of the job card. 

3. Choose the attributes that must be displayed on the job card under Details.  

By default, “Job #” and “Job Title” will be selected and cannot be removed from the job card information. You can also preview how the job card looks with the selected attribute on the right-hand side. Once done, click the “Save” button. 

2.2. Display

To customize the calendar display, follow these steps:

1. Click the “Settings” button at the top right corner of the calendar page. 

 
2. Choose “Display” and select the day you’d like to have as the start of the week from the dropdown menu. 

 
3. Choose the default Calendar View (Day, week, or Month). You can also select the following other elements to be included in the calendar. Once done, click the “Save” button. 

Business hours- When this is checked, the calendar shows only the business hours and does not show out-of-business hours to schedule a job.
Weekends- When this is checked, the weekend (Saturday and Sunday) is also included while scheduling a job.
Week Numbers: When this is checked, week numbers are included in the calendar to schedule a job. 


Here’s a preview of how the calendar displays upon selecting “Monday” as the starting day of the week, and the default calendar view has a “week view” with weekends and week numbers included.

 

3. Calendar Sidebar

A sidebar provides quick access to the scheduled jobs in the calendar. Here's a breakdown of the components found in the sidebar:

3.1. Mini Calendar

The mini calendar displays all dates in a month, allowing you to navigate through different days, weeks, and months easily. It also serves as a visual representation of scheduled jobs on the date. 

3.2. Filters

The filter feature allows you to search scheduled jobs in the calendar by category, status, team, and user. To remove the filters applied, click the “Reset” button next to the filters. 

3.3. Advanced Filter

If you cannot locate the specific job using the above-said parameters, you can use the advanced filters option to quickly view jobs in the calendar by applying various filters. To do so, follow these steps:

1. Click the “Advanced Filters” option below the sidebar filter. This will open a “Calendar Filter” at the right, allowing you to filter jobs based on specific criteria such as job type, job category, job status, due date, customer, organization, teams, and more. Once you have selected the desired filters, click the "Apply" button to view the scheduled jobs in the calendar. 

You can also save the applied filter. Check the "Save as Filter" checkbox to keep the filter used. 


2. After saving the filter, it will be added to the “Quick Filter” above the Filters feature. By default, it will be displayed as a “Default Filter.” You can then choose or add filters based on your choice. 


3. To manage the filters you added, click the 'Manage Filter' option. This allows you to view or add/delete filters as needed.

 

3.4. Cell control

This feature allows you to adjust the height of individual cells within the calendar view. Increasing the cell height gives you refined visibility of the timing associated with the job. 




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