|
Location: View  Resource calendar
Overview:
The system will display a screen when accessing this menu where through the calendar area, it is possible to track the tasks (nonproject or project), monitored events, meetings (SE Meeting), planned or isolated actions (SE Action Plan), verification activities (SE Asset), calibration activities (SE Calibration) and preventive and corrective maintenances (SE Maintenance) that the logged user is allocated to or exercises responsibility over.
Specific options:
Refer to the My calendar Toolbar section for a detailed description of the buttons displayed on the screen. Note that the options in the "Actions" and "Edit" palettes will not be available to be used through this menu.
Use the following filters to find the records you wish by using specific information. To use such filters, go to the Search filters panel and click on the  button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide  Views" section.
|
In the displayed calendar, it will be possible to filter the period according to the option selected in the Vision palette on the toolbar:
▪Daily: Select the day of a specific month and year for the system to display the objects on this specific day. ▪Work week: Select a week of a specific month and year for the planned/actual objects in the working days (i.e., from Monday to Friday, except holidays) of the week in question to be displayed. ▪Weekly: Select a week of a specific month and year for the planned/actual objects in the week in question (taking into consideration Saturday, Sunday and holidays, if any) to be displayed. ▪Monthly: Select a month of a specific year for the planned/actual objects in the month in question to be displayed. Display: Expand the list and check the corresponding options to indicate they should be displayed in the search result, the objects the logged user is allocated to and/or is responsible for. Use the other buttons on the side of the field to check all available options and clear the checked options.
Status: Expand the list and check the options corresponding to the status of the object to which the logged user is related. Notice that it will not be possible to check the Actual option, if selecting the Estimated and/or Confirmed options.
Search in: Expand the list and check the options corresponding to the objects the logged user is responsible for or is allocated to.
|
Click on the Add components button, in the Search in field, select the object type (project or nonproject task, project, verification activity, calibration activity, meeting, isolated action, or action plan etc.) and in the Value field, the object in which the logged user is the responsible or is allocated. To use more than one component in this search, use the Add components option at the bottom of the panel and repeat the procedure described previously. After adding the desired components, click on the Apply button.
|
Use the fields in this filter to find a task that the logged user is responsible or is allocated. To do that, enter the ID # and/or name of the task in question. In the Status field, expand the list and check the options corresponding to the status of the execution of the task related to the user. Use the other buttons next to the field to check all available options and clear the checked options.
|
Use the fields in this filter to find an object that the logged user is responsible or is allocated. To do that, enter the ID # and/or name of the desired object. In the Status field, expand the list and check the options corresponding to the status of the execution of the object related to the user. Use the other buttons next to the field to check all available options and clear the checked options.
|
After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed in the calendar in the right side of the screen.
|
|
