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Events

The tab Events shows a calendar with events related to selected Case (shown in toolbar).

Calendar view can be filtered and we can add new or edit existing events.

HINT

For practical use cases showing how to use Events see the chapter Events in user manual.

We access Events in Cases toolbar after we select the Case from Cases list.

Below is a description of the form's features:

Contents

  1. Toolbar
  2. Fitler
  3. Related Cases list

1. Toolbar

In Toolbar we can acccess the following tabs related to the case:

  • Case details
  • Related cases
  • Documents
  • Financial overview

Toolbar also contains below feature:

Case Internal number.

 

2. Filter

Filter bar with below display options.

Calendar display

The following types of calendar display are possible:

- by Day 

- by Week

- by Month

Organizer We can choose a display of events for one or more organizers.
Calendar type

We can choose which data the calendar shows:

- Absences (leave, sick leave)

- Travel orders

- Events

- All holidays

- All


3. Calendar

In addition to the display Case events, the calendar also allows you to edit and add new events for seleced Case.

Use the arrows to move through the time period selected in filter field Calendar display.

Clicking on any time window in the calendar opens window New event for creating new event.

By clicking on existing event we can review and edit event.

 

 

  

     


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