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The Calendar tab displays any appointments, assessments, or other activities linked to the officer. You can edit appointment details and schedule future appointments for the officer here.

Navigating the Calendar

The following options are available at the top of the calendar to navigate:

  •  and  – These can be used to move between days, weeks, or months, depending on the view you have chosen.
  • Today – Select this to return the calendar view to the current day.
  • Month/Week/Day – Here you can choose which unit to display on each page of the calendar.
  • Week List/Month List – Instead of a table view, these displays list all appointments within the current week or month.

Filtering the Calendar

The following searching and filtering options are available by default above the calendar. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

  • Title Search
  • Activity Class
  • Activity Type

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

  • Linked Applicant
  • Linked Learner
  • Linked Organisation

Calendar Activities

Hovering over an activity in the calendar will show the activity name and time. Selecting the activity will open the Activity Preview window. From this window, you can also access the Activity Summary page.

Adding a New Activity

Selecting a day in the calendar will open a window where you can create a New Appointment for the officer.

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