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SecurityTrax

How To Manage the Calendar

To view the calendar

  1. While logged into SecurityTrax, click on Calendar on the top navigation.

 

To move an appointment

  1. Click on the appointment.
  2. Drag the appointment to the desired technician and time.

 

To lengthen/shorten a technician appointment

  1. Click on the appointment.
  2. Drag on left or right edge of the appointment to the desired length of time.

 

To view an appointment tooltip

  1. Click on the appointment. The tooltip will appear above the appointment.

To view the Work Order associated with the appointment

  1. Click the Truck icon Screen Shot 2018-09-06 at 6.37.49 PM.png on the tooltip.
  2. The Work Order window will appear.

To edit an appointment

  1. Click the Edit icon Screen Shot 2018-09-06 at 6.37.56 PM.png on the tooltip.
  2. The edit Appointment window will appear.
  3. Make desired changes.
  4. Click Save.

 

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