In the event My schedule module you can see your own planning and answer invitations. Based on your User role rights, you can also see or edit projects, availability, and appointments for you or your colleagues.
In this article, we explain how to use the event My schedule module.
Overview
With the buttons on the top right corner you can adjust the overview of the calendar. Today shows you the date of today. The current day is marked by a vertical blue stripe.
On the right, above the calendar, you can filter the calendar view with the following buttons:
Appointments
By selecting this box, you can filter your view for appointments. Select the box next to your name to see your own appointments. If you have the right, you can also see the appointments of a single colleague (type the name in the search bar) or of all colleagues.
Planning
By selecting this box, you can filter your view for functions with scheduled crew members. Select me to see the functions you're scheduled on. If you have the right, you can also see the scheduled functions of a single crew member (type the name in the search bar) or of all colleagues (select all).
Projects
The functionalities in this section are limited. To have a more detailed overview of your projects, use the Projects module overview.
By selecting this box, you can see the days in which a planned project meets one of the following conditions:
- Equipment in - the day in which the equipment comes back to the warehouse.
- Equipment out - the day in which the equipment leaves the warehouse.
- Need crew - the day(s) with crew functions planned.
- Need transport - the day(s) with transport functions planned.
In the Filters dropdown list, you can filter the view further.
Quickly add a project
Imagine you are on the phone with a client, looking for an opening, and find the perfect date. Instead of going to the table_chart Projects module first, you can directly add the project from the event My schedule module.
- Click on a single day (the start date of the project).
- Select "Project" in the pop-up
- Select your project template of choice.
- Fill out the information as you normally would when planning a project.
Synchronize with your own calendar?
With Calendar synchronization you can synchronize your Rentman calendar with another device.
See/mark availability and add appointments
You can see/mark your own or your colleague's availability, and add appointments for yourself or the others, depending on your user role rights.
via Rentman Web
- Click on a single day, or click-and-drag to select a longer period.
- Select Availability or Appointment in the pop-up.
- Fill in the date and times.
- Save
via Rentman Mobile
- Click on the + button on the bottom-right.
- Select "Add availability" or "Create appointment".
- Fill in the date and times.
- Save
Colors
The various colors in the calendar have a different meaning.
- Green: Available
- Red: Unavailable
- White: Availability unknown
