Day and Map, Day, and Week Calendar Screen
Use this screen to view and manage appointments and tasks. This screen has three views which include Day + Map, Day, and Week.
Description of fields on the My Work panel screen
| Field Label | Description |
|---|---|
| (calendar) | The current month is displayed. The current date displays in red. Use the month and year arrows to display the corresponding calendar. |
| Today | Selecting this option displays the current month and year calendar. The current day displays in red. |
| Day + Map | Selecting this option displays the Assignments and Tasks for the selected date. These items are arranged according to their due date and time on the calendar timeline grid. This view includes a map showing each appointment location. The assignment workfile and Task preview pane is not available for this option. Overdue Tasks appear in red. |
| Day | This option displays the Assignments and Tasks for the selected date. These items are arranged according to their due date and time on the calendar timeline grid. The assignment workfile and Task preview pane appears using this option. |
| Week | Select this option to view appointments and Tasks for the selected week. The assignment workfile and Task preview pane appears using this option. |
| Unscheduled Assignments | Select this option to view assignment workfiles with no appointment date. The number of unscheduled assignments is also displayed. |
| Tasks | This option opens the Tasks screen which displays the list of Tasks assigned to you. An overdue Task is displayed in red text. |
| Configure calendar | Click on this link to set up work days and hours per day you are working. |
| Workfiles | Select this option too view the Workfiles screen. |
| Calendar | This displays the Calendar screen. |
| Messages | Selecting this option displays the Messages screen. |
Description of fields on the Calendar pane screen
| Field Label | Description |
|---|---|
| New | Select this option to create a Task or workfile. New Task is the default selection when you are in the Calendar screen. |
| Refresh | Click this button to refresh the data in the current screen. |
| Selecting this option allows you to print a list of Assignments only, Tasks only, or both for the selected date. | |
| Print Preview | Selecting this option allows you to view a list of Assignments only, Tasks only, or both for the selected date on your screen. |
| right and left arrows | Use these arrows to view the previous or next day or week. These buttons increment by day or by week depending on the screen you are viewing. |
| (calendar timeline grid) | Assignments and Tasks appear in this grid. a yellow horizontal bar indicates the current time. Use your mouse to drag and drop appointments and Tasks within this grid. Additionally, you can use your mouse to expand or shorten the duration of the selected Task or appointment. Use the scroll bar to move the timeline grid |
| (Mapquest® map) | Your daily appointment locations are displayed on the map in this pane. The map appears in the Day + Map view only. No Assignments is displayed in this pane when there are no appointments for the selected day. |
| (zoom slide bar) | Use this map option to zoom in or out. |
| (assignment workfile and Task preview pane) | This feature is available in the Day and Week Calendar screens. The assignment workfile details include inspection, vehicle owner, vehicle, claim and attachment information. The Task preview pane includes the created date, due date, and comments. |
