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General settings provide a range of optional features including automatic scheduling of new tasks, the ability to hide new schedules from certain user groups, and desktop reminder alerts.

To access the general settings for your calendar:

  1. Hover your cursor over the pop out menu at the top left of the screen.
  2. Click  (cog icon) to open the Settings menu.
  3. Scroll down to the General section.



Please refer to the table below to learn more about each setting:

Setting

Description

Include all Business Units

Enable this option if you want to see schedules across all business units.

Show Task Schedules (default) / Task Timesheets (default) / Overheads (default) / Ad-hoc Events (default) / Periodic Tasks (default)

Used to show or hide the following event types by default in your calendar:

Lock New Task Schedules / Task Timesheets / Overheads / Ad-hoc Events / Periodic TasksUsed to lock certain types of events by default to prevent schedules/timesheets from being accidentally changed by other users. See Lock a Schedule to learn more.

Auto Schedule New Tasks to Current User

Enable this option if you want to automatically schedule new tasks to the current user, by default every time.

This can be helpful when you have lots of tasks coming in at once and you are unsure, at this stage, who will be completing each task.

Timesheet Entries Start at

Set a default start time for timesheet entries without start or finish times (total hours only).

Default HoursThe number of hours that will be blocked out on a resource's calendar when you schedule a task via the Find Nearest Task icon on an existing scheduled task. 

Hide New Schedule by Default

Enable this option if you want new task schedules to be hidden from workers (pre-set permission group) until they are ready for viewing. Hidden schedules will also hide tasks from task lists (Open, My Tasks) within the Field interface for the Supervisor and Worker group.

 This can be helpful if preparation and planning is required before scheduling the task.

For those in custom Permission Groups

For users within custom permission groups, this will also apply to those with Permission Groups > Scheduling > Filters > Visible Schedules > View set to be ticked.

Edit Schedule Event Message (default)

Event messages can be configured to be sent every time a scheduled task is changed (such as the date or time of the schedule).

Event messages for 'Edit Schedule' must be set up in Site Administration in order to use this feature.

Automatic: For every task schedule that is edited, the 'Send Event Msg' checkbox on the schedule will be automatically enabled and will trigger an event message for any changes made.

This option may be especially useful if you want to monitor or check any changes made to schedules in the calendar.

Manual: For every task schedule that is edited, the 'Send Event Msg' checkbox on the schedule will be automatically disabled and will not trigger an event message if changes are made.

Auto-Refresh Calendar

Set how often you want your calendar to update if there is no action or refresh on your browser.

Enable Desktop Reminder Alerts

Enable a reminder notification on your browser window. Please note: you must be logged into AroFlo on the browser.

Show Resource Name Only

When photos are uploaded against a user profile, the default photo will show on the calendar along with the user's name. If you don't want to see user photos or icons, they can be disabled using this setting.

Import calendar settings and resources

A quick and easy way to configure calendar settings and resources for new users is to import your settings into their calendar.

  1. Scroll down to Import Calendar Settings and Resources.
  2. Click in the box labelled Select Business Unit/User.
  3. Select the business unit/user you would like to import settings from.
  4. Click Import Settings.
  5. Click OK to confirm the import.

Please note the import cannot be reversed.


Feature access

Your permission group determines access to this feature.

Parts of this feature are included in AroFloGo.

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