A overview of the calendar
The calendar is where you and your staff can view personal and practice wide events.
Users of the calendar will also see when others are on holiday or are absent from the practice, and any meetings they have been invited to.
The calendar can be accessed on the left-hand side of the HUB by clicking into the ‘CALENDAR’ section.
Here a calendar view of the current month will be displayed with scheduled events listed on each day, along with various options across the top of the page.
At the top of the page, the calendar view can be adjusted.
Users are able to jump back and forth through the months and years to view past events and future events.
Across the top there is a key which shows what can be seen on the calendar and what colour that type of event will be marked under.
- Personal Events - Blue
- Practice Wide Events - Purple
- Meetings - Orange
- Appraisals - Lime Green
- Bank Holidays - Turquoise Green
- Absences - Black
- Holidays - Taupe
If there is no need for a particular type of event to be displayed on the calendar, it can be unticked in the key section.
There is a search bar too.
Users can also utilise the ‘advanced search’ option.
In the advanced search, the view of holiday and absence can be switched between ‘All’ and individual teams or those without teams.
Depending on managerial permissions, users will be able to adjust their view to display teams they lead too.
There is also an option to filter between meeting attendance in the advanced search.
On the right-hand side there are several options available.
Users can switch the view of the calendar to a ‘List View’.
If any filters have been added, they can be cleared by pressing ‘Clear filters’.
There is also an ‘Export results’ button available.
Users can export to a PDF file or to an external calendar.
The last option is ‘Saved Filters’.
Users can press ‘Save this search’
This will allow them to input a name for the search and set it as their default too.
The calendar itself displays the days of the week along the top and the date of the month in each individual box.
Hovering over a date will give users the option to press ‘+ Add Event’.
When clicked, users can then enter the details of the event on a separate page.
- Select ‘Personal Event’ or ‘Practice wide Event’
- Input a title in the ‘Title’ box
- Add a description in the ‘Description’ box
- Confirm the start time of the event, or tick to indicate it starts at ‘Start of day’
- Confirm the end time of the event, or tick to indicate it ends at ‘End of day’
- Press to save
If it is a personal event, it will be displayed on the calendar for the individual under the correct date.
If it is a practice wide event, once saved users will be asked to navigate to the ‘Visibility & Owners’ tab where other staff members can be assigned to view the event.
In ‘Visibility & Owners’ the ‘Visibility’ section is where staff can be added individually or in bulk via their job role or team to view the event in the calendar.
In the ‘Owners’ section, staff members can be added individually or in bulk via their job role so that they have editing permissions for this calendar event.
Once saved, the practice wide event will be displayed on the calendar for users who have been assigned viewing permissions.
Users can click ‘View Details’ on any day with listed scheduled events.
A pop up section will appear on the right-hand side, displaying some extended details of scheduled events for that day.
- Users can also search specific events details here
- They can click ‘Edit’ on certain events if they need to make changes
- They can click ‘Add New Event’
