Scheduling Grid Overview

The Grid view provides room or resource-centric calendar view that allows you to quickly find usage and availability information for specific rooms or resources. Shaded cells on the grids show when activities are occurring and may be color-coded to indicate activity type and convey room usage information.  The Grid view differs from the Calendar views in that the view displays a list of rooms or resources. You can navigate this list to find scheduling information for each individual item on the list. 

This tool helps schedulers quickly answer the following questions:

  • What is scheduled in a room on a specific date?
  • What resources are in use and by what activities?
  • What times are available for a room or resource?

Additional features are provided to allow schedulers to make quick drag-and-drop changes to existing scheduled activities, as well as create new activities on the fly for open times on the grids.

 

 

Access the Scheduling Grid

Click on the Scheduling Grids option from the Calendars tab.  Access is granted within a user's role.  A default grid will be displayed as defined by the calendar permission within your role.  The default filter is determined by the grid definition.

mceclip0.png

Choosing a Grid and Filter

If more than one Scheduling Grid is available to you, you may choose between different options using the Choose Calendar drop-down menu.  Upon selecting a new saved grid, the display will refresh with that grid's default view and filter applied.

mceclip1.png

 

Pre-defined filters can be associated with saved grids.  If the selected grid includes pre-defined filters, you may choose between the saved filters using the Filter drop-down menu.  Upon selecting a filter, the contents of the grid being viewed will update accordingly.

mceclip2.png

Toolbar & Navigation

A user may choose to view either the Day or Week grid format and navigate through a list of either rooms or resources.  The list of rooms or resources is presented on the left, and activities using the applicable room or resource will appear as shaded cells in the grid to the right.

The grid toolbar, shown below, can be used to edit the date, filters, format, and settings of the grids.

mceclip3.png

Paging controls, provided at the bottom of the screen, can be used to navigate pages, set page size, and export results.

mceclip4.png

 

Day & Week Format

Day

The Day view of the Grid displays each item’s schedule on a single row. This view provides immediate feedback on availability and usage for a single day, across a page full of rooms at a time.

mceclip5.png

 

Weekly

The Week view of the grid requires that you select the room or resource you would like to view from the list on the left.  This view provides immediate feedback on availability and usage for a full week (or date range - see below) at once.

mceclip6.png

 

The red line dictates the current date and time and will only show on the current week.

 

Additionally, the Week view includes a feature that allows you to specify a date range.  When viewing a date range instead of a single week, all activities that occur during the entire range will be shown together.  This feature is useful when searching for an available time slot for recurring activity.

To specify a date range while in Week view, click the "End Date..." option to the right of the date selector.

mceclip7.png

 

When an end date is selected, the grid will refresh, and the selected date will be displayed to indicate that you are viewing a date range.

mceclip3.png

Click the box next to the selected end date to remove the end date and return to standard week behavior.

When using the date range feature of the weekly grid, the dates displayed for the week represent the first week in your range.

 

Room & Resource List

In both the Day and Week format, a list of rooms or resources is displayed on the left.  In Day format, each row represents that item's schedule (based on filter settings) for the date selected.  In Week format, you must click a room or resource on the list to view its weekly schedule.

You may add, remove, resize, and reorder columns in the room and resource panel as desired.  To add or remove columns, click the down arrow to the right of any column in the panel and then choose "Columns" to see the list of available columns. Either add or remove checkmarks to add and remove columns from the panel.

mceclip9.png

 

To resize columns, hover your cursor over the line to the right of the column you wish to resize and then click and drag right or left.

mceclip4.png

To reorder columns, click in the header of the column you wish to move and then drag it to another position.  Release the column when the position arrows are in the desired location.

mceclip11.png


Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.