The Events Calendar is a chronological overview of scheduled checklists and related activities. From this view, managers can create new checklists, set them to recur at regular intervals, delegate to employees, and monitor when they are due. Using the calendar makes it easily to plan and track recurring compliance requirements, ensuring important tasks are scheduled and completed on time. This guide explains how to use the Events Calendar and create recurring checklists.
Quick Guide
Using the Events Calendar and Creating Recurring Checklists
From the Dashboard, navigate to Event Calendar in the top middle.
Here you can view planned checklist events for a selected month.
The colour-coded dots on the calendar show an overview of assigned checklists across the month.
The daily view indicates the time of day each checklist is to be completed.
Navigate to a date and time you wish a checklist to be completed.
Double-click in that space.
Before you can set a time for a checklist to be due, you must first create the checklist via the Events Register.
Make your selections in the pop-up box.
Choose a time for the event.
If the checklist requires regular completion, select Yes to indicate the event is recurring.
Select the days you wish this event to repeat.
Select the end date for the recurring task.
If the checklist is to be completed by a specific staff member, select their job title and name from the drop-down lists.
This employee will be notified at the time of the event through the app.
Select the importance of the event and click Create Event.
The checklists are now visible in the calendar.
Click on the dot in the calendar to jump to the day the event is due.
To view or edit any event, navigate to it in the daily view and double-click.
Current details are visible here.
Make any required changes, such as adding additional recurring days for the checklist to be completed.
Click on Update Event.
Changes are now reflected in the calendar.