Team calendar visibility

Increase the visibility of the group members in a team calendar to other members within the group as well as to other groups.

The team calendar includes a list of the members in an assignment group and their current assignments. Increasing the visibility to this information enables teams to better coordinate meetings, events, and tasks.

Modules

The team calendar is available in the following modules:
  • Field Service > Manager > Team Calendar
  • Field Service > Agent > Team Calendar
  • Agent Schedule > Team Calender

A system property and assigned group types determine what users can see in these modules.

Enable the calendar visibility property

The team_calendar.enable_for_grpmember system parameter controls the calendar visibility feature. Enable this property to use calendar visibility. By default, this property is set to false. To access this property, enter sys_properties.list in the application navigator text box and search for the property name.

Set the group types

The calendar visibility feature provides two group types to control the visibility of group members in a team calendar.
  • schedule_visible_internally: All members in the group are visible to other members in the group.
  • schedule_visible_externally: All members in the group are visible to all groups.
To add these types to the desired groups:
  1. Navigate to the group record.
  2. Select the group type in the Type field.
  3. Click Update.

User roles

The assigned role determines what information a user can view in the team calendar.
Role Visibility with feature enabled Visibility with feature disabled
Field service manager
[wm_manager]
Note: This role includes the agent_schedule_manager role.
Field service managers can see:
  • Members in my groups.
  • Members in groups that are visible externally.
  • Members in groups to which I belong and that are also visible internally.
Field service managers can see:
  • Members in my groups.
Field service agent

[wm_agent]

Note: This role includes the agent_schedule_user role.
Field service agents can see:
  • Members in groups that are visible externally.
  • Members in groups to which I belong and that are also visible internally.
No visibility
Schedule manager

[agent_schedule_manager]

Schedule managers can see:
  • Members in my groups.
  • Members in groups that are visible externally.
  • Members in groups to which I belong and that are also visible internally.
No visibility
Schedule user

[agent_schedule_user]

Schedule users can see:
  • Members in groups that are visible externally.
  • Members in groups to which I belong and that are also visible internally.
No visibility