The Calendar tab in the learner Delivery Plan displays any appointments, assessments, reviews or other events linked to the learner. In this tab you can view and edit appointment details.

Navigating the Calendar

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

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 Search icon to run the search and apply your filters.

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:

Calendar Appointments

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

Adding a New Appointment

Selecting a day in the calendar will open a window where you can choose to create a New Appointment or New Review for the learner.