Help ELMA BPM Platform

Calendar

This section displays:

user's events and relationships;
scheduled user tasks.

The calendar allows you to:

create events, tasks, calls, mail, meetings;
view events for different periods: day, business week, calendar week, month;
view events in different forms: as a table or as a list;
create and view common calendars (if you have the respective access permissions);
view calendars of other users (if you have the respective access permissions);
configure access to your calendar for other users;
print calendar events.

You can open ELMA calendar in several ways:

Click Calendar on the main page in the left menu;
Click Calendar in the system main menu;
Click in the user menu;
add the Calendar portlet to the main page and click the portlet name.

The Calendar section is only available to users with the appropriate access permissions. The permissions are assigned by the system administrator in the Administration - Users - Access settings - Global access settings - Calendar - Access to the "Calendar" module. For more information on assigning access permissions, see the respective Help section.

You can see a user calendar in fig. 1.

Fig. 1. User calendar page

Calendar Page Left Menu

By default, the left menu (fig. 2) of the calendar page displays:

the calendar for the current month;
the last opened common calendars and calendars of other users (last five are displayed);
calendar bookmarks.

Fig. 2. Left menu of the user calendar page

The following graphic means are used in the calendar:

the current date is in a dark-yellow frame;
the days with scheduled events have bold font type;
the day you are viewing is dark-yellow and has bold font type.

To change the month, click

To open a date page, click it in the left menu.

To open a calendar from the "Last 5" or "Bookmarks" lists, click on its name in the list.

Toolbar Buttons

	When you click Add or , a drop-down menu appears, which allows you to: open the event creation page; open the task creation page; open the call creation page; open the mail creation page; open the meeting creation page.
	When you click Modes or , a drop-down menu appears, which allows selecting the calendar view mode: day; business week; week; month.
	Opens the current day events.
	Opens the calendar as a table. When active, the button is dark-yellow.
	Opens the calendar as a list. When active, the button is dark-yellow.
	Opens the printing parameters of the opened calendar page.
	Click the Calendars button to open the window with calendars, available to the user: employees' calendars and common calendars. Click to open the drop-down menu, which allows you to quickly open your calendar (you can use it, if you are currently viewing a common calendar or another user's calendar) or the calendar access settings. My calendar – return to your calendar. Access settings – assign access permissions to view your calendar.
	Click Export to open the window, which allows to export the calendar to an iCalendar (.ics) file. Click to open the drop-down menu, which allows to go to configured internet calendars or add a new internet calendar. Internet Calendars – export and connect an external internet calendar to ELMA calendar.. Add Internet Calendar – get the link to your ELMA calendar, to view it in other applications.

Calendar Page Right Panel

The task scheduling panel is in the right part of the calendar page (fig. 3).

Fig. 3. Expanded task scheduling panel

By default, this panel is collapsed. To expand the panel, click

. To hide the panel, click

To learn more about scheduling with the calendar, see the respective Help section.

Events Display on Calendar Page

Fig. 4 illustrates the events display section on the calendar page.

Fig. 4. Events display section on the calendar page

Events Display.

1. To view a particular day, week and so on (depending on the selected calendar view mode) click

2. The working time fields (according to the business calendar) are white, non-working hours are grey, the current day is dark-yellow. You can schedule events for working and non-working time.

3. Current time is marked with a blue line with an arrow.

4. Events that last several days are displayed as a green stripe under the dates line.

5. Events can take place at the same time and/or in the same place.

6. To view an event and open its page, click it.

Event Type Icons

Each calendar event has an icon, displayed to the left of the event time. These are the icons.

– calendar event;

– scheduled task;

– project task;

– milestone;

– call;

– mail;

– meeting.

Warning!

These users have permissions to edit events:

author;
author's superiors (according to the company's organizational structure);
the user, who has permissions to edit all calendars, the event is added to. Note, that personal user calendars are also included.