Using Quick Calendar Entry on a Business Process

The Quick Calendar is available on any business process that was designed to include the calendar feature (calendar-enabled). From the business process record, you can open the calendar and enter a reservation.

Any entry you make on the calendar will update the record.

Note: The calendar does not show draft or terminated records.

To make a reservation using a Quick Calendar Entry:

  1. From the log, open the business process record.
  2. From the toolbar, select Calendar. The Calendar window opens.

    By default, the calendar opens in the "Month" view. You can change this to a day or week view if you want using the tabs at the top of the calendar. If there are more reservations than are visible on any day, select the down arrow at the bottom of the day cell to see the rest of the reservations.

    The calendar shows confirmed and tentative reservations in color. The current day is highlighted blue.

  3. Select the day you want to make the reservation for. If you are using the Day view of the calendar, select the beginning hour for the reservation.

    The system displays a reservation window.

  4. Fill in the Name, From, and To fields.
  5. In the Status field, specify whether this reservation is tentative or confirmed.
  6. Select Create Event.

The system adds the reservation to the calendar.

To view all reserved objects in a log:

If you want to see all the reserved objects in a log, select the Calendar button above the log. The system displays a calendar showing all the reserved objects from that log. The Calendar button will not appear above the log unless there are calendar-enabled objects in the log.

To view and edit a reservation:

  1. Open the record of the business process that is reservable, and select Calendar.
  2. On the calendar, select the reservation bar. The system displays a summary details window.
  3. To see or edit reservation details, select the details link. The system displays the reservation window.
  4. Edit the details, if necessary, and select Update Event.
  5. To delete the reservation, select the delete link.

To print a calendar:

  1. Open the record of the business process that is reservable, and select Calendar.
  2. On the calendar, select the printer icon in the upper-left corner. The system opens the Calendar Print Preview window.
  3. Select Print. The system displays the Print window, where you can choose the printer and other options.
  4. Select Print.

Last Published Friday, October 17, 2025