Calendar¶

Access Control

NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY SUPERVISORS, PROJECT CO-ORDINATORS, ADMINS AND TECHNICIANS WHO HAVE BEEN ASSIGNED TO A TASK.

What is calendaring and scheduling in Restorize?¶

The calendar section will display the tasks booked for technicians in the organization.

Based on the preference you may have multiple views.
You may select the VIEW button and select between DAY, WEEK, MONTH and AGENDA.
You may navigate through the days, weeks or months using the "<" and ">"
You may select the TODAY button to go to today's date.

You may click on the VIEW INDIVIDUAL/COMBINED TECHNICIAN CALENDAR and select who's calendar you wish to view.
An individual technician calendar and multiple technician calendars can be viewed.

A project co-ordinator or admin can add a task under SCHEDULED TASKS in individual projects under JOBS.
Or a project co-ordinator or admin can add a task inside the CALENDAR by clicking on a time slot in a date.

Tasks can be edited in a number of different ways.
You may select the SCHEDULED TASK and edit it on the calendar it self.
Or you may go to the specific project under JOBS and edit the task under SCHEDULED TASKS of that project.

By selecting the REFRESH BUTTON you may refresh the calendar to see the latest updates or edits made.

When creating a task, you have the options to repeat a task once you click on the "Repeats" toggle.

Select the 3 dots on the right after creating a task and select COPY TO to copy the same event to another date.

Select the 3 dots on the right after creating a task and select MOVE TO to move the event to another date.

Select the 3 dots on the right after creating a task and select DUPLICATE TASK duplicate the event to another date, time or person.

A technician can view thier INDIVIDUAL CALENDAR on the Restorize mobile application.
They may view the the task information by selecting the task on the calendar - The information includes the title, client details, site contact, job number, job address, attending technicians and description of the task.
The date and time are displayed on the calendar.
A technician is able to have multiple views of thier calendars as project co-ordinator and admins are able to.