Calendars

Civic Platform provides four different calendar types:

  • Inspection

    You can use inspection calendars to schedule, reschedule, cancel, and request inspections. You can also accommodate any inspection type on an application, including the inspection group that Civic Platform associates with the application and the inspection types from different inspection groups. This allows you to schedule any special circumstance inspections after an application is submitted.

  • Meeting

    You can use meeting calendars to manage meeting logistics. Access meeting calendars to review and update meeting details, including the meeting agenda, location, contacts, and results.

  • Agency holiday

    You can use agency holiday calendars and to block out holidays and prevent users from scheduling inspections or meetings on those days.

  • User

    You can use user calendars to show your availability to others for scheduling inspections or meetings.

After your agency administrator configures a calendar, you can manage calendar details and complete related tasks such as scheduling inspections, reserving meeting centers, and updating meeting agendas.

The Calendar page consists of three main parts:

Navigation tree section - Use this section to search calendars by type, name, user group, inspection type, district, and department. Civic Platform filters calendars by parent categories such as Calendar by Type, Calendar by Name, or Calendar by User Group. Move through the tree and select the plus (+) or minus (-) sign next to parent categories to find calendars.

Calendar name section - After you select a calendar in the navigation tree page, the results display in this page. Civic Platform sorts calendar data into primary tabs that you can select when you want to view a particular set of data. For example, if you want to view all the inspections associated with a specific calendar, select an inspection calendar from the Calendar Navigation Tree and select the Inspections primary tab. The primary tabs available vary depending on the type of calendar that you select; however, all calendar types offer a Daily, Weekly, and Monthly primary tab view.

Calendar detail page - When you select a calendar item, information related to the selected calendar displays. The tabs and buttons available for you to use vary by calendar type. The Calendar Detail page provides secondary tabs where you can review and modify calendar information. The secondary tabs might vary, depending on the type of calendar that you select. The tabs can include inspection details, event details, associated applications, checklist information, attached documents, or condition information.

You can view all calendars and associated items in one calendar view.

To view the master calendar

  1. From the Calendar page, select a calendar in the calendar navigation tree.

  2. Select the calendar display tab (for example, Daily, Weekly, or Monthly).

  3. Select the Show all items for calendars check box at the top of the calendar.

    or

    Select the calendar items to view from the Show menu at the top of the calendar.

    Note: Some calendars have multiple options for showing calendar items specific to that calendar which are configured by your agency. Contact your agency administrator or help desk for more information.
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