This article describes how to configure a user account to enable the Calendar view of that user's schedule in the Xytech Next Gen Mobile application.
- In Scheduling Preference, select an Agenda View/Calendar Gadget.
- In sites using Divisions:
- Select an Agenda View/Calendar Gadget for each Division.
- Associate each user to at least one Division.
- In sites using Divisions:
- Select at least one Role for each appropriate Calendar Gadget.
- Select at least one matching role for each user.
To configure the User and Calendar Gadget:
- Log in to the Xytech Web application as a super-user or manager with permissions to modify Users and Calendar Gadgets.
- Update the User record:
- From the Navigator, go to System > Users.
- Search for and open the appropriate user record.
- For sites using Divisions:
- Click the Divisions tab.
- Make sure at least one Division is assigned to the user.
- Click the Security tab and note the Roles assigned to the user for later.
- Click Save & Close.
- Set up the Calendar Gadget.
- From the Navigator, go to Scheduling > Setup > Preferences - Scheduling.
- For sites using Divisions, select the appropriate Division on the left.
- Under the Schedule Book Settings tab, click the Agenda View link and assign a Gadget, or review the existing Gadget. Note the name of the assigned Calendar Gadget for the next step.
- For v11.2, deselect/clear the Show Business Hours checkbox.
- Click Save & Close.
- Assign a Role to the Calendar Gadget
- From the Navigator, go to Scheduling > Calendar Gadgets.
- Search for and open the appropriate Calendar Gadget from above.
- Verify that the Role(s) list contains at least one of the Roles assigned to the user as noted above; add a matching role if necessary.
- Test the Mobile App.
- Log out of the Xytech Mobile App if necessary.
- Log in to the Xytech Mobile App. The Calendar icon should now be visible.