PeopleSoft Enterprise CRM 9.1 Application Fundamentals PeopleBook

Using Calendars

This section provides an overview of calendars and discusses how to:

Set up calendars.
Integrate calendars with third-party applications.

Understanding Calendars

In PeopleSoft Customer Relationship Management (PeopleSoft CRM) every worker has access to their own My Calendar page to view their monthly, weekly, or daily calendars. Managers can update calendars to reflect daily tasks. In PeopleSoft Sales, system events can automatically update sales representatives' calendars to reflect leads and opportunities.

Similarly, in PeopleSoft Integrated FieldService, system events can automatically update technicians' calendars to reflect service order assignments. When suggesting eligible candidates to assign to a service order and case, the system checks for worker availability. If a worker has another task scheduled, or if the start and end times of the task are not within the worker's scheduled work hours, the system indicates that the worker is unavailable.

Calendars and Tasks

The calendar is another way to view tasks. To appear in the calendar, a task must satisfy these conditions:

The Show In Calendar check box must be selected when the task type is defined.
The task must have a start date, start time, end date and end time.
A task appears in the calendar of assignees or invitees only if the person accepts the task or invitation.

Note. If a calendar item is linked to a transaction (for example, company, lead, opportunity or partner) the system displays the appropriate page for that transaction when the user clicks the link for the task subject. If the task is not linked to a transaction, the system displays the Task Details page. Also, if a task spans multiple days, the system displays the task only on the start date on the calendar page.

Working with Territories and Assignment Groups

Working with Tasks

Setting Up Calendars

This section discusses how to:

View daily calendars.
View weekly calendars.
View monthly calendars.

Common Elements Used in this Section

Daily	Click this toolbar button to go to the daily calendar page.
Weekly	Click this toolbar button to go to the weekly calendar page.
Monthly	Click this toolbar button to go to the monthly calendar page.
View Another's Calendar	Click this link to go to the Another's Calendar search page to view calendars of other workers. Depending on how you implement security, a worker may not be able to view the calendars of other workers. It is more typical for managers to use this link to view the calendars of the people that report to them.
View My Team's Calendar	Click this link to view the calendar for your sales team.
View Provider Group's Calendar	Click this link to view the calendar for any provider group to which you belong. Only tasks that are associated to the provider group (not just owned by an individual provider group member) will be displayed on the calendar. This will only be displayed if the current user is a member of one or more provider groups.
Add Task	Click this toolbar button to access the Task Details page and add task entries. For specific information on adding task entries refer to the section on Managing Tasks. See Managing Tasks.
Calendar Item Entry	Click this link to go to the page that displays the calendar item. This could be a service order, case, lead, opportunity, or the Task Details page where a user can view and change meeting times, appointments, scheduled phone calls, reminders, and to do items.

Pages Used to Set Up Calendars

Page Name	Definition Name	Navigation	Usage
Daily Calendar	RB_TSK_CALENDAR	Click the Daily Calendar button next to the worker's name on the dispatch board in PeopleSoft FieldService. Click the gray bar that represents a task for a worker on the dispatch board in PeopleSoft FieldService. Click a day on the Monthly Calendar or Weekly Calendar page.	View a worker's daily calendar.
Weekly Calendar	RB_TSK_CALENDAR	Click the Weekly Calendar toolbar button on the Daily Calendar or Monthly Calendar page.	View a worker's weekly calendar.
Monthly Calendar	RB_TSK_CALENDAR	Click Monthly Calendar toolbar button on the Daily Calendar or Weekly Calendar page.	View a worker's monthly calendar.
My Tasks - User Options	RB_TSK_PREF_SEC	My Tasks Click the Options button on the toolbar in the My Tasks component.	Set the default calendar view (daily, weekly, or monthly) and delegate tasks to others for a period of time. See Link to Task Management chapter - Setting Task Defaults

Viewing Daily Calendars

Access the Daily Calendar page (click on My Tasks or click on the Daily Calendar button next to the worker’s name on the dispatch board in PeopleSoft FieldService).

Go To

Displays the date for the events appearing on the calendar. To view different days, enter a new date, select a new date using the Choose a date button or use the Next Day and Previous Day arrows.

Click the Choose a date button to access the Daily Calendar page for another date.

Daily, Weekly, or Monthly

Click any one of these buttons to get a different view of the currently displayed calendar.

View My Calendar, View Another's Calendar, View My Team's Calendar, View Provider Group's Calendar

Click any of these links to view the specified calendar.

See Also

Creating and Managing Service Orders

Setting Up Sales Security and Personalization

Viewing Weekly Calendars

Access the Weekly Calendar page (click Weekly Calendar toolbar button on the Daily Calendar or Monthly Calendar page).

Go To

Displays the current date. To display a new calendar enter a new date, select a new date using the Choose a date button or use the Next Week and Previous Week arrows.

Click the Choose a date button to access the calendar page for another date.

Note. You can also click the link under the day of the week to go to the worker's daily calendar for that day.

Viewing Monthly Calendars

Access the Monthly Calendar page (click Monthly Calendar toolbar button on the Daily Calendar or Weekly Calendar page).

Go To

Displays the month and year for the events appearing on the calendar. Select a new month and year to go to a different calendar for the worker. To access a calendar for a different month, click the Next Month and Previous Month arrows.

Note. You can also click the link under the day of the week to access the worker's daily calendar for that day.

Current Month

Click to return to the calendar for the current month after navigating to other months or years. The system highlights the current day and displays nonwork days in light gray. This link only appears if you are not in the current month.

See Also

Defining Workers

Viewing Team Calendars

This section provides an overview on team calendars and discusses how to:

View daily team calendars.
View weekly team calendars.
View monthly team calendars.
View other people's calendars.

Understanding Team Calendars

Using team calendars, sales managers can view the calendar of their resources to evaluate their team's bandwidth to work on new leads and opportunities.

Having the functionality to view their team’s calendar on a single page enables sales managers to more easily identify the specific meetings, conference calls, events and appointments that they might want to attend, which have been set up by their team members.

Pages Used to View Team Calendars

Page Name	Definition Name	Navigation	Usage
Daily Team Calendar	RB_TSK_CALENDAR	Click the My Calendar link. Click the View My Team Calendars link	View the calendars of your team for a single day.
Weekly Team Calendar	RB_TSK_CALENDAR	Click the Weekly toolbar button on the Daily Team Calendar or Monthly Team Calendar page.	View the calendars of your team for a single week.
Monthly Team Calendar	RB_TSK_CALENDAR	Click the Monthly toolbar button on the Daily Team Calendar or Weekly Team Calendar page.	View the calendars of your team for a single month.
Another's Calendar	RB_TSK_GCAL_SRCH	Click the View Another's Calendar link on the Daily Team Calendar, Weekly Team Calendar, or Monthly Team Calendar page.	Search for and view other people's calendars.

Viewing Daily Team Calendars

Access the Daily Team Calendar page (click the My Calendar link to get to the My Calendar page, then click the View My Team's Calendar link).

See Also

Viewing Daily Calendars

Viewing Weekly Team Calendars

Access the Weekly Team Calendar page (click the Weekly link on the Daily Team Calendar or Monthly Team Calendar page).

See Also

Viewing Weekly Calendars

Viewing Monthly Team Calendars

Access the Monthly Team Calendar page (click the Monthly link on the Daily Team Calendar or Weekly Team Calendar page).

See Also

Viewing Monthly Calendars

Viewing Other Peoples' Calendars

Access the Another's Calendar page (click the View Another's Calendar link on the Daily Team Calendar, Weekly Team Calendar, or Monthly Team Calendar page).

Enter your search criteria in the fields within the Search group box and then click the search button at the bottom of the page. The system displays a list of names and their departments. Click the person's name whose calendar you want to view. The system takes you to that person's Daily Calendar page.

Viewing Provider Group Calendars

This section provides an overview on provider group calendars and discusses how to:

View daily provider group calendars.
View weekly provider group calendars.
View monthly provider group calendars.

Understanding Provider Group Calendars

By using provider group calendars, members of a provider group can view the tasks and calendar for their group. The only tasks listed on the calendar are those that are assigned to the provider group (and whose task types are configured to display on the calendar).

See Working with Tasks.

Pages Used to View Provider Group Calendars

Page Name	Definition Name	Navigation	Usage
Daily Provider Group Calendar	RB_TSK_CALENDAR	Click the My Calendar link. Click the View Provider Group's Calendar link	View the calendars of your provider group for a single day.
Weekly Provider Group Calendar	RB_TSK_CALENDAR	Click the Weekly toolbar button on the Daily Provider Group Calendar or Monthly Provider Group's Calendar page.	View the calendars of your provider group for a single week.
Monthly Provider Group Calendar	RB_TSK_CALENDAR	Click the Monthly toolbar button on the Daily Provider Group Calendar or Weekly Provider Group's Calendar page.	View the calendars of your provider group for a single month.

Viewing Daily Provider Group Calendar

Access the Daily Provider Group Calendar page (click the View Provider Group's Calendar link from the My Calendar page).

See Also

Viewing Daily Calendars

Viewing Weekly Provider Group Calendars

Access the Weekly Provider Group Calendar page (click the Weekly toolbar button on the Daily Provider Group Calendar or Monthly Provider Group Calendar page).

See Also

Viewing Weekly Calendars

Viewing Monthly Provider Group Calendars

Access the Monthly Provider Group Calendar page (click the Monthly toolbar button on the Daily Provider Group Calendar or Weekly Provider Group Calendar page).

See Also

Viewing Monthly Calendars

Integrating Calendars with Third-Party Applications

PeopleSoft CRM delivers two enterprise integration points (EIPs)—Calendar/Task and Task Type—to integrate the calendar functionality with third-party voice recognition applications.

Go To	Displays the date for the events appearing on the calendar. To view different days, enter a new date, select a new date using the Choose a date button or use the Next Day and Previous Day arrows.
	Click the Choose a date button to access the Daily Calendar page for another date.
Daily, Weekly, or Monthly	Click any one of these buttons to get a different view of the currently displayed calendar.
View My Calendar, View Another's Calendar, View My Team's Calendar, View Provider Group's Calendar	Click any of these links to view the specified calendar.