Scheduling Calendar Notes
Calendar notes are helpful for keeping track of issues that may affect the Calendars, such as requested days off (scheduling calendar), street closures (master calendar), etc.
There are 2 types of calendar notes:
1. Scheduling Calendar Notes (shown in this article)
2. Master Calendar Notes (not shown, but works in the same way)
Access Calendar Notes
From the
Scheduling Calendar -->
Actions button -->
Add Calendar Note.
This opens the Calendar Note window.
Calendar Note Fields Explained
- Short Note appears on the Scheduling Calendar and, if checked, the Staff Dashboard
- Staff Name affects the calendar row placement, and if checked will also appear on the Staffs' Dashboard.
- Start Date affects the calendar row placement, and if checked will also appear on the Staffs' Dashboard.
- End Date affects only the Master Calendar Note.
- Hover Note will display if you hover your mouse over the Short Note on the calendar.
- Popup Note will display If you click the note in the scheduling calendar.
- Show Note on Staff Dashboard will display the Short Note on the staffs' dashboard. This can be useful to let them know their days off that week.
- Close will cancel adding the note to your calendar. Note will not be saved
- Save and Close button will add the note to the calendar and close the Pop-Up Window.
- Save and New button is very helpful if you are adding multiple notes to the calendar. This will save the field values so you can easily add multiple days of the same note.
- Delete is accessed by clicking on the note from the Calendar. It will delete the Note.
Calendar View
Employee Dashboard View
