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:
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.
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
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.