Scheduling a review in the calendar

You can schedule reviews by adding them to employees' calendars from the Review InfoViewer.

For more information, see Administrator > Resources > Scheduling in the Infor Operations and Regulations User and Administration Library.

Open a review in the Review InfoViewer.
Select the Review tab and click Edit.
Optionally, specify an employee ID in the Assigned to Employee field.
Click the Schedule the activity button next to the Assigned to Employee field.
The Resource Calendar popup opens. If you specified an employee ID before clicking Schedule the activity, the popup shows that employee's calendar. If you did not specify an employee ID, you can look up employees.
To look up employees, enter your criteria in the search fields above the calendar and click Search.
To schedule an assignment, select an available time slot in the weekly calendar view.
The duration of the assignment is set based on the estimated hours and minutes for the review type in Application Workflow. If no duration is specified on the review type, the default values from the CalendarManagement configuration are used.
You can drag and drop to reschedule assignments, or click and drag either end of the time slot to change the duration of an assignment.

The start and end dates of the duration are recorded in the Scheduled Start and Scheduled Finish fields in the Work Order InfoViewer.

Note: You can also see a monthly view of an employee's calendar on the Month tab, but the information on this tab is display-only. Use the Week tab to schedule assignments.
Click Select.
The assignment is added to the employee's calendar and the Scheduled Date and Estimated Completion Date fields in the InfoViewer are updated based on your selection.
Click Save in the InfoViewer.
You must save the current record to finish scheduling the calendar assignment.