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, or opportunity) 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.