My Calendar

Get Started with My Calendar

You can access My calendar from the menu at the bottom of the page, which you can see in the screenshot below.

If you're not working with My calendar, you can disable the module in Setup > Work execution > My calendar > Enabled.

If you want to change some settings to My calendar, read the article 'Calendar Settings' below.

Access My Calendar.

Calendar Settings

You can adjust the following calendar settings to fit your needs by selecting the context menu in the top right:

• View - By default, the calendar shows a week view. You can change it to a month view by selecting Month view.

In Calendar settings, from the context menu, you can define:

• First day of the week - Specify whether you want to show the start of the week on a Saturday, Sunday, or Monday.
• Show week numbers - Enable the display of week numbers in the calendar.
• View all app settings - Access the settings page for the whole application.

Available actions from the context menu.

Use My Calendar

The start page in the My calendar module is a week view where you can see your current and upcoming work in a list sorted by the start time. The work status/stage is shown in a color to the left of a job/line (if set up). By clicking a job/line you'll be taken to the job/line details page. See screenshot 01 for reference.

Each day shows the number of scheduled and registered hours. Scheduled hours (S) is the combination of hours on hour forecasts and planning notes for the day. Registered hours (R) is the sum of all registered hours for the day, so it could be on jobs not scheduled to that day.

In case other workers are scheduled to the same job/line, you can see their initials on each work event. All schedules and jobs/lines are shown with their scheduled start date and time.

If you're using the month view, you can get a general oveview of the work planned and see how many events (jobs/lines) and hours are planned for each day in a month. See screenshot 02.

01: The 'My calendar' start page which shows a week view with work details.

02: My calendar shown as a month view where you can view all scheduled hours for the day (S) and the sum of all registered hours for the day (R).

Planning Notes

You can create, view, edit, and delete planning notes in My calendar. Planning notes made in the Scheduling board for the current user will be shown in My calendar, and planning notes made in My calendar for the current user will be shown on the Scheduling board. See screenshot 01.

1. Set up the module configuration to view and create planning notes in:
   • Setup > Module configurations > Work execution > My calendar > Manage planning notes.
2. Set up the module configuration to edit and delete planning notes in:
   • Setup > Module configurations > Work execution > My calendar > Manage planning notes.

Create planning notes by selecting the Create note button at the top. In the dialog, fill in the details and select Apply.

Edit and delete planning notes by selecting the planning note you want to edit and make the changes.

01: Planning notes on My calendar are shown with a striped background.

Customize Job Card Design

The job card design feature allows you to control which properties are displayed on job cards in My calendar. This helps you view the most relevant work order information directly from the calendar.

To configure the job card design and view it in My calendar:

1. Go to Mobility > Setup > Module configuration.
2. On the Module configuration page, from the left menu, go to Work execution > Card design > My calendar job design (see screenshot 01).
3. Here you can see two setups: My calendar job card title field and My calendar job card other fields.

My calendar job card title field

To configure the title for the calendar job card title field:

1. On My calendar job card title field (see screenshot 02), select the user or user role for whom you would like to customize the job card.
2. Select the fields you want to display as the job card title by clicking on the drop-down arrow in the corresponding Parameter value column. Note that the Work order description is always displayed on the job card and cannot be removed.
   • To show the Work order description (default), select the Parameter value as workOrderDescription (Work order description).
   • To show Job description instead of Work order description, select the Parameter value as notesDescription.
3. Save the configuration. Changes made in module configuration are reflected immediately in My calendar.
4. Go to Work execution > My calendar, and view the job cards in the calendar grid.
5. The selected field is now displayed on each job card as title.

My calendar job card other fields

To configure other fields displayed on the job card:

1. On My calendar job card other fields (see screenshot 03), select the user or user role for whom you would like to customize the job card.
2. Select the fields you want to display on the job card by clicking on the drop-down arrow in the corresponding Parameter value column. You can adjust the selected fields at any time to change how job cards are displayed.
3. On the Select values screen (see screenshot 04), select the fields from the Remaining section that should be included in the job card and add them to the Selected section using the forward and backward arrows provided. The fields available are:
   • objectId (default): Object ID
   • objectName (default): Object name
   • workOrderId: Work order ID
   • lineNumber: Work order job line number
   • functionalLocationName: Functional location name
   • functionalLocationId: Functional location ID
4. Save the configuration. Changes made in module configuration are reflected immediately in My calendar.
5. Go to Work execution > My calendar, and view the job cards in the calendar grid.
6. The selected fields are now displayed on the job card.

01: Navigation to module configuration for calendar job card design.

02: Module configuration 'My calendar job card title field'.

03: Module configuration 'My calendar job card other fields'.

04: The 'Select values' screen to select parameters to add in 'My calendar job card other fields'.