The personal Calendar of Hyper, is an unique tool for managing the users schedule, that allows its users to view each others schedule, according to their Authorizations.
One of this tool's advantages is its automatic updating and synchronization with any change and update made in any of the employees schedule. This ability allows effective planning of meetings and tasks, while considering the schedule of the rest of the employees and managers. Also, this tool provides an easy and Immediate access to the Hyper cards of clients and suppliers that are mentioned in the calendar.
The personal calendar is adjusted to the needs of any company or organization and to any of its employees and managers. This is a very important and useful tool for tracking and recording the employees activity and for the coordination of the entire organization activity.
The main screen of the Personal Calendar presents the users meetings and plannings. The display of the personal calendar of Hyper is defined by the user and can be selected from the list at the left side of the screen:
- 5 Days View
- Week View
- Month View
- Consolidated view for Agency
- Consolidated view for Department
Each square presents a meeting and its relevant information (can be edited by the system administrator). By pointing on a meeting square, a frame with its details will be presented and will include its subject, attendees, location, time and current status. The squares are presented according to the chosen display and are painted as follows:
- Green - Confirmed meeting.
- Yellow - Tentative meeting.
- Red - Canceled meeting.
- White - The shift time of the employee.
- Purple - The pointed time square.
- Dark Purple - Sick Day / Vacation Day.
Personal Calendar of the user - This field allows to view the personal calendar of any of the employees and managers on the list, according to the defined authorizations in the users employee card. If the user chooses the "Consolidated view for Agency" or "Consolidated view for Department", then the required agency or department should be chosen from the list in this field.
There are two action buttons in this screen:
|today||Show the current day.|
|Show Deleted||Show the deleted meetings (Canceled). The deleted meetings will be presented as long as this button is active.|
Quick startThe calendar system is very simple and can be easily operated.
Create a new meetingIn order to create a new meeting follow the next steps:
- Double click on the required time square.
- Fill in the relevant fields.
- Choose the required attendees and recipients by using the button.
- Click the button.
Confirm / Cancel meeting
- Click on the required meeting square.
- Choose the required Status.
- Click the button.
More OptionsBy using the right button of the mouse, the following menu is available:
|Edit Meeting||Open an exist meeting for modifications.|
|New Meeting||Create a new meeting.|
|Print the calendar according to the current display.|
|Print Meeting with Contacts||Print a list of meetings on required dates.|
|Irregular Shifts||Allows to modify the shifts time or update a Sick/Vacation days, according to authorizations.|
Calendar Access AuthorizationThe system admin should define the users authorizations for the Calendar access. These definitions should be defined in the Authorization label of the Users Hyper card, in the following fields:
- Team Calendar Access
- Block user's Calendar Access by Default
Duty field definitionsThe system Admin should define a duty fields for any new meeting. These fields should be defined in the Fields Rules window.
Special Dates & HolidaysIn order to set the local Holidays and special dates in the Calendar, open the Agencies label of the System Fundamentals and choose the local calendar in the "Add to Calendars" field.
Weekend definition in the CalendarIn order to set the available working days in the calendar, open the "Agencies" label of the System Fundamentals and choose the required definition in the "Local Date Mask: Weekend on Fri-Sat" field:
- YES - Five days view.
- No - The calendar will include the weekend days.