Protocol calendar
The calendar shows protocols laid out over time and by technician. Use it when you want to schedule work for the coming days, quickly plan a new protocol or move a date.
Opening the calendar
The calendar is the second view of the protocol history — so you are working with the same protocols, just arranged differently.
- Desktop: In the top bar, click the Calendar switch (next to List).
- Mobile: Below the top bar, tap Calendar.
The selected view and period are saved to the page address, so you can bookmark or share the link.
View modes
In the calendar bar you choose how protocols are displayed:
| Mode | What it shows |
|---|---|
| Team week | A week in columns with technicians side by side — an overview of who is doing what. Default mode (top image above). |
| Daily overview | A single day as a time axis with hours and technicians |
| Agenda | A list of protocols in the week sorted by day and date |
| Monthly overview | The whole month with protocols on individual days |
Daily overview — the time axis of the selected day with technicians:
Agenda — the week’s protocols sorted by day:
Monthly overview — the whole month at once:
Card density
Next to the mode selection you can change how much detail is shown on the protocol cards: Compact, Standard or Detailed. The application remembers the setting for your login.
Filter by technician
By selecting All technicians or a specific technician you limit the calendar to that person’s protocols only. The option to choose technicians depends on your permissions.
Navigating the period
Use the buttons in the bar to move through time:
- Previous / Next — move by one week (or by one month in the monthly overview)
- This week / This month — return to the current period
The bar also shows a brief overview: the total number of protocols, how many of them can be moved, how many are under review and how many are read-only.
Scheduling a protocol
Use the Schedule protocol button to quickly prepare a protocol with a date, without having to open the whole form.
In the dialog you fill in:
| Field | Description |
|---|---|
| Client | The company the work is being planned for |
| Site | The work site/location of the selected client |
| Date | The day of the planned work |
| Technician | Who will carry out the work |
| Start and End | The time range (the end must be later than the start) |
| Work type | The selected work type |
| Instruction for technician | An optional internal note visible only to the team |
After saving, an In progress protocol with a future date is created, which appears in the list and calendar with the Scheduled badge. The technician later completes it and finishes it as a regular protocol.
Note: A scheduled protocol is a prepared record — the work is confirmed only once the protocol is completed and sent.
Tip: You can also schedule a protocol by clicking directly into an empty slot in the team week or daily overview — the date, time and technician are pre-filled based on where you clicked.
Moving protocols
On a computer you can move a protocol to another date or to another technician by dragging it with the mouse to a new spot. After you release it, the date is saved automatically.
Only In progress protocols that are not currently being edited by someone else can be moved. Protocols that are under review, sent and canceled are read-only in the calendar.
Warning: Moving and scheduling require an internet connection. On mobile, moving is not available — you adjust the date via the protocol detail (below).
Protocol detail from the calendar
Clicking a protocol in the calendar opens its detail with an overview: number, client, date and duration, technician, work type and location. Use the Open protocol button to go to the full protocol detail.
If it is an In progress protocol that is not locked, you can edit the Date, From, To and Technician right here and save with the Save appointment button. For protocols that are not being edited (under review, sent, canceled, locked or offline), only a notice that they are read-only is shown.
Search
The search field in the top bar also works in the calendar — only protocols matching the entered text are shown (number, client, location, technician or work type).
Availability
The calendar view, scheduling and the choice of technicians depend on the permissions set by your administrator. If you do not see a particular option, contact your administrator.