Using the Calendar

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The Calendar screen allows you to manage your time and scheduled activities. You can choose the visual format that you want for the calendar. These formats include the Daily, Weekly, or Monthly calendar format. In the Calendar screen, you can schedule activities, view activities, and view your tasks in a To Do list.

Note: The topics below provide instructions for basic tasks. See Siebel Fundamentals on the Siebel Bookshelf  for additional instructions.

About the Calendar

Viewing Calendar Activities

Tasks

Viewing Calendar Activities

Adding Calendar Activities

Deleting Calendar Activities

Changing Calendar Activities

Changing the Date

Printing Your Calendar

Changing the Time Zone in Calendar

See Also

Calendar Activity Images

Setting Calendar Options

About the Calendar

Each activity that appears in the calendar is highlighted in the color associated with the Status field value of that activity. The color legend for the calendar shows only those colors that appear in the displayed calendar, not all possible colors. The Siebel administrator can change the colors for Status field values and change the field that determines activity color from the Status field to another field, such as the Type field.

In the Activities screen, you can create an activity with a planned start time, and the activity is automatically placed on your calendar. Changing the information for a scheduled activity on the calendar changes the same information in the Activities screen. Similarly, changing information about an activity in any Activities screen changes the same information in the calendar.

Some views in the Calendar screen display a To Do list. Activities that you specify as To Do activities appear in your To Do list. You can view your uncompleted To Do activities in this list.

About Calendar Formats

The configuration of your Siebel application determines the availability of certain features. Therefore, the calendar formats you see can differ from the calendar formats described in this topic. Calendar format buttons appear in the Calendar screen. The following table describes the calendar format buttons:

Viewing Calendar Activities

You can view and manage activities in the daily, weekly, or monthly view of your calendar.

To view activities in the daily, weekly, or monthly view

1. Navigate to the Calendar screen.
2. Click the Daily, Weekly, or Monthly button to change the view.

Adding Calendar Activities

You can add an activity to the calendar using the daily, weekly, or monthly view of the calendar. An activity can be anything from an appointment or a call, to a meeting. Your Siebel administrator defines which types of activities you can add to the calendar.

To add a calendar activity

1. Navigate to the Calendar screen.
2. (Optional) Navigate to a date in calendar.
   If you complete this step, then the value in the Start field of the Calendar Detail form includes the date to which you navigate. The Calendar Detail form appears when you complete the next step.
3. In the Daily, Weekly, or Monthly calendar format, click + (plus sign).
   The Calendar Detail form appears.
4. Complete the fields.
5. To add participants to the activity, use the Participant Availability form for the calendar activity.
6. Click Save This One.
   The activity appears in your calendar and in the Activities screen.

Deleting Calendar Activities

You can delete an activity from the calendar using any view of the calendar.

Notes:

• If you delete an activity in which you are the primary participant, the activity is also deleted from the calendar of all other participants.
• If you delete an activity in which you are not the primary participant, the activity is only deleted from your calendar. The activity remains on the calendar of all other participants.

To delete a calendar activity

1. Navigate to the Calendar screen and find the activity you want to delete.
2. Click the activity's Description hyperlink.
   The Calendar Detail form appears.
3. Click Delete This One.
   The calendar view from where you accessed the Calendar Detail form appears.

Changing Calendar Activities

After adding an activity to your calendar, you can go back and make changes to that calendar activity. You can drill down on the activity and make changes using the Calendar Detail form.

To change a calendar activity

1. Navigate to the Calendar screen.
2. Find the activity you want to change.
3. Click the activity's Description hyperlink.
   The Calendar Detail form appears.
4. Make your changes and click Save This One.

Changing the Date

You can change the date or time zone from any calendar view.

To change the date

1. Navigate to the Calendar screen.
2. In the current calendar view, click the calendar button to select a new date.

Tip: To return to the calendar for the current day, click Today.

Printing Your Calendar

You can print your calendar in various formats. All calendar reports are accessible from the Calendar screen.

To print your calendar

1. Navigate to the Calendar screen.
2. Click the Daily, Weekly, or Monthly button to change the view.
3. Click Print.
   The Select Printing Format dialog box appears.
4. Use the option buttons to define the format for your printed calendar and click Run.

Changing the Time Zone in Calendar

You can change time zone in the Calendar screen and the Calendar views. You might want to change the calendar time zone if you travel between time zones.

Note: You can set a default time zone for your calendar in your user preferences.

To change the time zone for the calendar

1. Navigate to the Calendar screen.
2. Click ... (Advanced Calendar Settings).
   The Settings dialog box appears.
3. From the drop-down list for the Time Zone field, choose the appropriate time zone, and click OK.
   The calendar times appear in the time zone that you select.

Calendar Activity Images

The following images are used in the Calendar to represent different activity types:

 Appointment or Meeting

 Presentation

 Call

 Diagnosis

 Maintenance

 Event

 Milestone

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