The 'events' feature in Resource bookings and My calendar makes it easier to create entries for holidays & sickness. Instead of being limited to the Calendar booking administrator selecting estimates on ‘holiday jobs’ from the main list, users with the correct permissions can drag from this list of special charge codes.
Using the feature
The user clicks the ‘Add event’ button at the top of the calendar:
Drag to the calendar
Drag and drop the relevant event onto a resource and the calendar event input form will open. Set the number of bookings (days) to create - events will default to all day. If the event is only part of a day, untick all day and set the required number of hours:
The calendar screen
The bookings will then appear in the calendar:
Note: By default, when booking across non-working days & weekends these days remain unbooked. If you wish to specifically create a booking on a non-working day, you must drop the item directly on the non-working day.
Setting up charge-codes for the MyCalendar ‘Add event’ feature
Only special charge-codes are available for this feature. It is advised that you only create a limited selection of these since they all appear at the top of the calendar.
Charge-code for booking into MyCalendar
Create a charge-code (or use an existing one) and select the following fields:
- Select ‘[ ] Book from MyCalendar’
- Select ‘Event type’ (‘holiday’ or ‘other’)
- Typically set this as an ‘Out of office’ charge code
- Select internal jobs
Creating a job to activate a special charge-code
You will then need to create a blank estimate on at least one job. This is necessary since every booking in Synergist must be allocated to a job phase.
Note: If you allocate the charge-code to more than one job, the user will have to select one of these when they create the booking.
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