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Calendar and Scheduling

The FootPrints Calendar is a web-based calendaring system fully integrated with FootPrints issue tracking and customer problem management.  Agents and administrators can track personal and Workspace-wide appointments, schedule meetings, jobs, and more.  Calendar appointments can be linked to FootPrints issues.  Recurring appointments can be created that automatically create new Issues when the next recurrence occurs.  Appointments can be synchronized with an external calendar via email and appointments made in the external calendar can also be synchronized in the FootPrints calendar.   Work schedules can be defined for the Workspace and for individual Agents, including regular work hours, holidays, vacations, and sick leave, reducing conflicts when scheduling work.

There are three options for the FootPrints calendar system:

• Workspace—The Workspace Calendar can be used to track appointments for all Agents and Teams for a FootPrints Workspace.  Each Workspace has its own calendar.
• Personal—Each Agent/administrator in FootPrints has a personal Calendar. This is a place to add both personal appointments and work-related appointments.  The personal Calendar remains constant throughout all Workspaces for a user.
• Availability—Each Agent/administrator can have an availability schedule defined for them, minimizing conflicts when work appointments are scheduled.  Availability can be linked to date/time fields in an issue.

NOTE

Two-way synchronization of appointments requires the FootPrints Mobile add-on module.  Refer to FootPrints Mobile for details on how to administer this feature.

The following topics cover the different aspects of the Calendar:

• Calendar Basics
• Viewing Appointments
• Creating Appointments
• Editing Appointments
• Syncing Appointments
• Linking Appointments to Issues
• Creating Recurring Issues from the Calendar
• Calendar Preferences

The following topics cover the different aspects of Availability Scheduling:

• About Scheduling and Availability
• Creating Schedules
• Viewing Schedules
• Checking Availability from the Calendar
• Checking Availability for an Issue

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