Calendars

This topic is organized into the following sections:

About calendars

A calendar is an eRoom item in which you schedule individual and team events. A calendar event provides details about a particular occasion, including whether it is a one-time or repeating event. Events are also items with their own pages and properties (icon, title, description, and so forth).  

You can create calendar dashboards in your eRoom that summarize and display events from one or more calendar data sources. Your My eRooms page includes a Dashboards tab on which you can display and organize your database, calendar, and project plan dashboards. Thus, My eRooms provides a central location for keeping current with frequently updated items in multiple eRooms.

Plug-in only: You can synchronize events in your eRoom calendar into your Outlook calendar.

Calendar properties

When you create or edit a calendar, its properties are 

Calendar event properties

Calendar events have the following properties: 

Access control in calendars

Calendars have their own access control properties, as do individual calendar events. Initially, anyone who can get to the calendar can open it, and its creator (owner) is the only member who can edit it (change its properties). When creating or editing a calendar, you can

Initially, calendar events have the same access control settings as the parent calendar, but owners of existing events can modify those settings independently.  

See also: Controlling access to information

Working with calendars

You can create, edit the properties of, rename, move, open, delete, and set notification for calendars just like you do for other eRoom items.

On a calendar page, you can view events, navigate to a different date, search for particular events, show just your own or all events, change and (optionally) save your calendar view, and set notification for particular events.

From any eRoom page, you can go to listing of all upcoming calendar events.

Calendars and the recycle bin

When you delete a calendar event, it goes into the recycle bin. However, such events are still associated with the calendar from which they were deleted. As such, if you permanently delete a calendar from the recycle bin, and the bin also contains events previously deleted from the same calendar, you must first confirm the deletion of those events as well.

To view a calendar event:

From the Event page, you can edit the event, or click up a level () to return to the calendar page.

To navigate a calendar in monthly or weekly view:

  1. To move backward and forward a month or week at a time, click the previous and next month or week buttons at the top of the calendar page.

  2. To display a particular date, type a date in the "go" text box at the top of the calendar page, and then click "go".

  3. To display today's date, click the "today" button at the top of the calendar page.

To search for calendar events:

To show just your events or all events:

  1. To show just your events, click "mine" at the top of the calendar page.

  2. To show all events scheduled in the calendar when only yours are showing, click "all".

To change your calendar view:

To set notification for a calendar:

  1. In the map or the item box, right-click the calendar icon and choose Notification from the pop-up menu.

    Or, in the item box, select the calendar's check box, and then click "notification" in the command bar.

    The Notification page opens and, in addition to one calendar-specific option, provides all the same options you have for setting notification on any other type of item.

  1. Select the check box that reads Only include events in which I am participating if you  want to receive only those email notices that involve you.

To set notification for a particular calendar event:

Working with calendar events

To schedule an event, you create an event item and specify its properties. The simplest event happens once, but you can create events that repeat on a regular basis too. Once you create an event, you can edit or delete it.

See also: Repeating calendar events and Synchronizing eRoom calendar events with Outlook

To schedule a one-time calendar event:

  1. At the top of the calendar page, click the "new event" button to open the Create Event page.

  2. Type a title for the event such as Budget meeting.

  3. Type a date or use the date picker () to choose one.

  4. Specify the event's participants. At least one eRoom participant is required, and the event creator is its initial member. To select additional eRoom members, use the member picker ().

  5. Optionally:

  1. Using the appropriate check boxes, decide whether to include space for comments and votes, and an area for attachments.

  2. To change access control settings, if you want them different from the calendar's initial owner properties, use the "access control" button.

  3. Click "OK" to create your event and return to the calendar page, which shows the event's icon on the date you specified.

See also: To schedule a repeating calendar event

To edit a calendar event:

  1. On the calendar page with the event showing, right-click the event icon and choose Edit from the pop-up menu.

    Or, open the event, and at the top of the Event page, click the " edit" button to open the Edit Event page.


    The Edit Event page is the same as the Create Event page, but with all the values for the event already filled in.

  1. Change any settings for the event, and then click "OK" to update the event and return to the Event page.

To return to the Calendar page from the Event page, click "up a level" ().

See also: To edit a repeating calendar event

To delete a calendar event:

  1. On the calendar page, right-click the event icon () and choose Delete from the pop-up menu.

    Or, list all events by clicking the "view as a list" button (), select the check box for the event you want to delete, and then click "delete" in the command bar.

  1. Click "OK" to confirm the deletion and eRoom removes the event.

See also: To delete a repeating calendar event

Repeating calendar events

A repeating event is one that recurs on a regular basis, for example, daily for a certain number of days (such as a conference or vacation), weekly, monthly, and so on. You create a repeating calendar event the same as you do a one-time event with the extra step of providing details about how it repeats.

To schedule a repeating event:

  1. At the top of the calendar page, click the "new event" button.

  2. On the Create Event page, in addition to setting all the other properties for a calendar event, click the "repeating" button.

  3. On the Repeating Event page, change the repeat setting from "Once" to the appropriate setting as follows:

  4. Pick the start and end dates, inclusive, for the period of time during which the event will repeat.

  5. On the Repeating Event page, click "OK" to return to the Create Event page.

  6. Click "OK" to create your event and return to the calendar page, which shows the icon () for the repeating event, as appropriate.

To schedule an event on multiple, consecutive days:

  1. At the top of the calendar page, click the "new event" button.

  2. On the Create Event page, in addition to setting all the other properties, click the "repeating" button.

  3. On the Repeating Event page, change the repeat setting from "Once" to "On the following days of the week" and pick each day of the week the event falls on.

    For example, for a five-day conference that runs Wednesday through Tuesday of the following week, spanning but not including the weekend, pick all but Saturday and Sunday. If you are scheduling ten-day vacation, pick every day of the week that falls within the date range.

  1. Specify the beginning and ending dates, inclusive, on which the repeating events occur.

You edit a repeating calendar event the same as you do a one-time event, but you might change or remove some details about how or whether the event recurs.

To edit a repeating calendar event:

  1. At the top of the Event page, click to open the Edit Event page.

  2. Change any of the event's settings.

    For example, if you want to delete all future occurrences of this event, you can turn off the repeat settings by clicking "repeating" and then picking "Once".

    For other changes, such as modifying the start time of the event, you can either make the change to the current event only, or to all upcoming events in the series as well.

  1. Click "OK" to update the event and return to the Event page.

To delete a repeating event:

  1. On the calendar page, right-click a repeating event icon and choose Delete from the pop-up menu.

    Or, list all events by clicking the "view as a list" button (), select the check box for the event you want to delete, and then click "delete" in the command bar.

  1. Pick whether you want to remove just the current event, or all future events in the series.

  2. Click "OK" to confirm the deletion and eRoom removes the appropriate events.

Keeping track of upcoming events

To see a list of upcoming calendar events, go to the front page of your eRoom, and in the button bar at the top, click to open the eRoom's Events page.

The Events page

The eRoom's Events page lists any calendar events scheduled to start in the near future. eRoom defines the 'near future' as between now and a week from next Sunday, or approximately the next two weeks.

The events you see listed on the Events page are those in which you are a participant, or those to which you have at least Open rights.

To switch between seeing a list of just your events and all events, click "mine" or "all" (respectively), just like on an individual calendar page.

Click an event to go to its Event page.

Note: To return to the Events page from an individual Event page, use your browser's "Back" button. If you go up a level (), you go to the calendar page, not back to the Events page.