Using the calendar

The calendar is your scheduling hub: every job colour-coded by discipline or engineer, with due work waiting in a side panel. Drag to schedule, drag to reschedule.

1. 1

   Open the Calendar

   Under Operations, open Calendar. Jobs show across the month, colour-coded by discipline, or switch to colour by engineer.

   

2. 2

   Drag due work onto a day

   The side panel lists unscheduled and due work. Drag an item onto a day to schedule it; CertFlow keeps engineer availability in view as you go.

   

3. 3

   Switch views and reschedule

   Switch between month, week, day and list, and filter by engineer. To move a job, just drag it to a new slot.