Siebel Life Sciences Guide > Managing Account Contacts in Life Sciences > Planning Calls in the Call Planning Screens >

Customizing the Call Planning Calendar


You can customize the Call Planning calendar grid (Gantt Chart) by navigating to the User Preferences screen, then the Calendar view. The following procedure describes the parts of the calendar that you can customize and format to suit your own business needs.

To customize the calendar

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. Click the Calendar tab.

    The Calendar form appears. The following table describes the fields on the Calendar form, which you use to customize and format the calendar grid (Gantt Chart).

    Field
    Comments

    Working Hours Start At

    Enter the time at which you start the working day.

    Your working hours are denoted by a line that represents the beginning of your workday, and a line that represents the end of your workday.

    Working Hours End At

    Enter the time at which you end the working day.

    Your working hours are denoted by a line that represents the beginning of your workday, and a line that represents the end of your workday.

    Appointment Duration

    Select an activity length (15, 30, 45, 60, 90, 120 minutes).

    All activities scheduled on the calendar will automatically have this default duration.

    First Day of Week

    Select the day to start the working week (for example, select Sunday or Monday).

    Complete this field when Default Calendar is set to Weekly or Monthly.

    Default Calendar

    Select a default calendar format.

    The Calendar screen will appear in the default calendar format every time you access the Calendar screen.

    • If you set Default Calendar to Daily, then select the time interval for activity periods in the calendar from the drop-down list in the Time Interval (Minutes) field.
    • If you set Default Calendar to Weekly, then do the following:
      • Select the default weekly calendar format from the drop-down list in the Weekly Calendar View field.
      • Select the time interval for activity periods in the calendar from the drop-down list in the Time Interval (Minutes) field.
      • Select the first day of the week to appear in the calendar from the drop-down list for the First day of week field.
      • Select the week days to appear in the calendar by selecting (or deselecting) the check box next to each day of the week in the Workdays section.
    • If you set Default Calendar to Monthly, then select the first day of the week to appear in the calendar from the drop-down list for the First Day of Week field.

    Default User

    If you spend most of your time accessing another users's calendar, then set up that user's calendar as your default calendar as follows:

    • Click the select button in the Default User field.

      The Pick Default User dialog box appears.

    • Select the appropriate user, and then click OK.

      That user's login appears in the Default User field, and that user's calendar appears as your default calendar in the Calendar screen.

    Weekly Calendar View

    Select the default weekly calendar format from the drop-down list.

    Complete this field when Default Calendar is set to Weekly.

    Time Interval (Minutes)

    Select the time interval for activity periods (15, 30, 60 minutes) in the calendar from the drop-down list.

    Complete this field when Default Calendar is set to Daily or Weekly.

    Participant Email Prompt

    To be prompted to send email messages to meeting participants when a new appointment is created or an existing appointment is modified, then do one of the following as required:

    • Select the check box next to the Participant Email Prompt field to set up email prompts for meetings.
    • Deselect the check box next to the Participant Email Prompt field to disable email prompts for meetings.

    Participant Chart Display

    Choose Working Hours or 24 Hours from the drop-down list.

    In the Calendar screen (Gantt Chart), only your work hours or all 24 hours of the day will be displayed.

    Workdays

    Select the week days to appear in the calendar by selecting (or deselecting) the check box next to each day of the week as required.

    Complete this field when Default Calendar is set to Weekly.

For more information about using the calendar including how to configure and customize it, see Siebel Fundamentals for Siebel Open UI.

Siebel Life Sciences Guide Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.