Differences

This shows you the differences between two versions of the page.

--- diary [2021/08/24 09:57] – [Call Diary View] darryl
+++ diary [2023/07/31 10:49] (current) – external edit 127.0.0.1
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 The Diary is a section within the Call Module which can be used to plan, schedule and manage [[Call|Calls]] within Call2Field. This screen can be opened as a new tab from the Nav Bar.
+Double clicking on a Call will open it in a new tab. There is also a button at the top of the screen which allows you to add an Activity. These are entries in the diary which aren't a Call, such as a holiday, sick day etc.
+When you hover over a call or an activity, you can see details about the call or event.
+{{ :diarycallview.png?nolink&300 |}}
+On the appointment tile, in the top left corner is the call icon which will be black or white if the call is confirmed, or not confirmed respectively, followed by the call number on a background based on the Call Status colour. The rest of the tile shows the site name, county and postcode of the job on a background based on the call type.
+In the popup there are some quick reference details about the call or activity, including the date and times, confirmation status, Call Status, Call Type and site address.
+You can also right click on this to edit the call or activity. Editing a call will open a new browser tab with the call edit screen, while editing an activity will open a popup over the diary.
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 ==== Views ====
-Within the Diary View itself There are different views available such as Day, Week and Month which have a calendar style view, the Agenda view which is more of a list of appointments, and then Timeline & Timeline Week views which are similar to the Day & Week view but presented in a different layout.
+The Diary has different ways that it can be viewed, which may come in handy for different purposes. These are detailed below:
-''Insert Image Here''
+**Day**
+\\
+The Day view shows any chosen day for all Engineers.
-The Month view can also be set to group by Engineer. This will give you a separate calendar for each selected Engineer which you can scroll downwards to view. If you don’t use this grouping you’ll just see all Calls / Activities for all Engineers in one calendar.
+{{ :diarydayview.png?nolink&600 |}}
-''Insert Image Here''
+**Week**
+\\
+The Week view shows any chosen week for all Engineers.
-There is also the ability to select and filter what engineers you can see, say if you want to track a specific engineers calls for a period. To do this, click the "Settings" option at the top of the diary window, on the panel that opens on the left there will be a list of all the engineers (as well as a category for unassigned jobs) here you can tick and untick the engineers you want to see.
+{{ :diaryweekview.png?nolink&600 |}}
-''Insert Image Here''
+**Month**
+\\
+The Month view shows any chosen month for all Engineers.
+{{ :diarymonthview.png?nolink&600 |}}
+**Agenda**
+\\
+The Agenda view works more as an 'appointment list' style view, showing only the Calls or events that are in the diary rather than all available dates/times.
+{{ :diaryagendaview.png?nolink&600 |}}
+**Timeline**
+\\
+The Timeline view is an alternate 'day' view, which shows Engineers down the side and time across the top. The work day is shown in white, while out of hours is shown in a light grey. This is controlled by your default cover code.
+{{ :diarytimelineview.png?nolink&600 |}}
+**Timeline Week**
+\\
+The Timeline Week view is laid out in the same way as the Timeline view, but this time rather than showing hours, will show days.
+{{ :diarytimelineweekview.png?nolink&600 |}}
+**Timeline Month**
+\\
+The Timeline Month view is laid out in the same way as the Timeline Week view, but shows the whole month instead of just a week
+{{ :diarytimelinemonthview.png?nolink&600 |}}
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 ==== Call List ====
+The Call List within Diary is used to get a list of jobs that can be used to easily assign and organize Calls within the Diary. This can be opened by clicking the small arrow on the sidebar on the left. This can be adjusted by clicking and dragging the edge of the sidebar
+{{ :diarycalllist.png?nolink&300 |}}
+This list can be filtered by dates, employee or by using the columns to filter results.
 ----
 ==== Settings ====
+The Settings section is where you can manage your Diary settings. This is open by default as a sidebar on the right, but can be closed by clicking the arrow symbol in the middle. It's size can also be adjusted by clicking and dragging the edge of the sidebar to the desired size.
+{{ :diarysettings.png?nolink&600 |}}
+From here, you can customize your Settings which can be changed include which types of 'task' can be viewed (Call, Call Events, Activities), Statuses of Calls/Events, and which Engineers will appear.
+Settings can be saved at any time by clicking the save button in the top left corner (Highlighted). This will then show as a custom diary in the main Nav Bar.