Pearl Calendar

Pearl features a fully integrated drag-and-drop calendar to quickly manipulate events and orders. You can limit your view by event type, user, project and status, and view events by owner or team.

 

What you can see:

  • By default the calendar displays all events for which the current user is part of the team. The current user is selected using the dropdown box on the right of the calendar (beneath the mini calendar view). Clicking the checkbox “Only show events owned by:” restricts the results to those for which the selected user is the owner (i.e. jobs they are due to complete).
  • Un-checking a box next to a calendar type (on the bottom right of the display) will hide events of that type on the main display.
  • Meetings are visible even when complete to allow retrospective reference.
  • If you have the projects module enabled you are able to restrict the view to events in a certain project.
  • You are also able to select orders to view deliveries, although it is impossible to edit subject or description with the basic editor. To view extended details about an order, click the “View this order” button to open the Pearl Orders window. Selecting [Hide Orders] from the orders drop down will return the calendar to events view.

Adding and editing events:

  • You may add an event by clicking on the day (in month view) or day and time (in week or day views). This will bring up the basic event editor with a choice of calendars (these are editable from Pearl -> Setup -> Event Groups). Enter a subject and description, select a calendar type and ensure your start and end dates are correct, then press save. You have now created a basic event. If you wish to add more detail, you can click “Open full event editor” at any time (including before saving) to view your event in Pearl’s comprehensive event editor.
  • Users may view and edit limited event details (title, description and time) through the calendar's basic event view. For more complex event options, open an event and click the "Open full event editor" link. This will give you more event parameters, including team allocation, note addition, project assignment and the conversation window (if enabled on your account). 

Moving an event:

  • Dragging an event around the current view will change the event's start and end time whilst maintaining the duration. This is relevant for all views (day, week and month). If an event spans multiple days, it appears at the top of the day/week view and must be moved horizontally to change days (it is still possible to change the event’s start and end time through the calendar’s built in event view).

Deleting events:

  • To delete an event: click on an event to open the basic editor and click “Delete”. This removes the event from Pearl. It is not possible to delete orders from this interface – to do so open an order and click “View this order” for more options.

Permissions:

  • You are only able to edit events for which you are in the team as an event admin – otherwise you will be able to view the event details but not edit them. You will see this message displayed in the top right of your screen: “You are not authorised to update this event. Open the full event editor to view the team.” Request authorisation to edit the event from one of the event’s administrators.




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