Collaborative calendering is very easy with Recruity. You have a very intuitive web interface with different views and you can invite participants.
Configuring the calendarThe calendar should work well for most people out of the box but there are a couple of things you can configure.
General settingsAt Settings -> Calendar you can setup:
- The default calendar
In case you have multiple calendars this calendar will be used to schedule events in when people use the "add appointment directly to calendars" option when inviting participants (see below). It will also open first when you launch the calendar.
- Default reminder
If you set a default reminder here every event you schedule will have a reminder
- Default background color
Select a different default background color for your events.
Settings per calendarAt Calendar -> Administration -> Doubleclick calendar you can setup:
- Show birthdays from the addressbook
All contacts with a birthday set in the addressbook will show up in the calendar and summary page
- Show tasks from tasklists
You can select the tasklists you want to see in the calendar view too.
Sharing calendarsBy default, all calendars are writable for the user group "Internal". All users are in that group by default as well. So, by default, all users can write to eachothers calendars.
If you want to edit the calendar permissions to share a calendar you must go to:
Calendar -> Settings -> Double click calendar -> Write / Read permissionsHere you can add the users and user groups you want to grant access. Read more about managing permissions here.
ViewsWith views you can view multiple calendars in one page. By default there is a view created that contains the first 15 calendars created in Recruity. You can add and remove views at:
Calendar -> Settings -> ViewsYou can also edit them here to add and remove calendars from views.
Schedule an eventTo schedule an event go to:
Start menu -> CalendarAt the left you see a list of all calendars you have access to. Select the calendar you want to schedule the appointment in. Browse to the right date and click and drag the appointment into the grid. The edit appointment dialog pops up where you can enter the details. Only the subject field is mandatory.
Private eventsAt the "Other options" tab you can mark the event as private. If you do this all other users who can access your calendar will only see this event with the name "Private".
Inviting participantsYou can also invite participants to the appointment. Click at the "Participants" tab to add participants. You can add users or contacts. When you add a system user Recruity can determine if the schedule of this user is free. You can click at the "Check availability" screen to find a free time.
There are also two tick boxes:
Send invitationIf you tick this box Recruity will send an e-mail to all the participants like this:
When they accept it users can add the appointment to their calendar. External contacts can import the appointment using the calendar attachment.
Add appointment directly to the calendarsIf you tick this box the appointment will be saved directly to the all the user calendars if you have write permission to their calendars.
In the participants panel you can easily check the availability. If it's an external contact the availablity can't be checked and a question mark is shown.
ResourcesIt's possible to create resources in Recruity to manage meeting rooms or company cars for example. The resources are organized in groups and have can have administrators per group. Administrators must check and approve resource bookings. The resources are part of the calendar module and also work together with custom fields.
Resource administrationFor resource adminstration this option you need manage permissions for the calendar module.
Creating resource groupsTo open the resource group management go to:
Calendar -> Administration -> Resource groups -> AddEnter a name for the group and click at “Apply”. You can also select the custom field categories you want to use with this type of resource. For meeting rooms you might want to create a category with a checkbox for lunch, a beamer or a textfield for the number of persons.
Click here to read more about creating custom fields.
After hitting apply the "Administrators" tab is enabled. It's required to add at least one administrator to the group. A group administrator must check and approve a booking. Administrators will automatically have write permissions for the resources in this group.
Creating resourcesAfter you setup a resource group you can add resources. Go to:
Calendar -> Administration -> Recources -> AddEnter a name and click on "Apply". The permissions tab is now enabled.
ImportantGive users that need to book this resource read permission. They don't need write permissions. If you give them write permissions they will be able to accept their own bookings and that's probably not wat you want.
After at least one resource is created the "Resources" panel in the calendar navigation on the left is available. New bookings are shown in red, accepted bookings turn green:
Booking a resourceWhen you have access to a resource you can book them from the new event dialog in the calendar. Go to:
Calendar -> Add -> ResourcesSelect the resource(s) you want to use with your event (The lunch, beamer and persons input fields are custom fields in this example):
When the event is saved an e-mail goes out to all administrators:
The administrator must approve the booking unless you are an adminstrator yourself.
Accepting or declining a resourceWhen you are a resource adminstrator and you get an e-mail like displayed above, you can click on the link to open the booking or you can browse to:
Calendar -> Resources -> The resourceYou can change the status to "Accepted" or "Declined" in the dialog:
A notification e-mail goes out to the user who booked it with the status: