Schedule Components

Users can view and access engagements from the Schedule home page for clients they can access. The view defaults to a calendar. Additional tabs include a list of all engagements and resource availability (depending on permissions).

Calendar Tab

This tab lists all client engagements a user can access, depending on the filtered view chosen (All, Pending, Schedule, In progress, In review, and Complete). The engagements are color-coded to identify their status quickly.

List Tab

This tab displays a list view of all client engagements a user can access, depending on the filtered view chosen (All, Pending, Schedule, In progress, In review, and Complete). Engagements can be viewed or edited from this tab by clicking the task under the "Actions" column of the engagement.

Availability Tab

This tab displays a list view of all users in the tenancy who have permission to view and edit reports. Visible engagements can be filtered by clicking a status value above (i.e., "Pending").

User Permissions

What permissions have been assigned to the user dictate the user experience (what tabs can be viewed and what tasks can be completed) in the Schedule module. In addition, users will only see engagements associated with clients they can access.

This module's permissions list can be viewed and customized for enabled roles on the Role-Based Access page of the Admin Dashboard under "Engagement Scheduler Permissions."