My Schedule Week View

  • iPad

To enable users to efficiently plan events, visits, and other appointments, My Schedule’s Week View displays a user’s scheduled activities in a weekly format. From the Week view in My Schedule, users can create, edit, and delete calls, as well as add calls from a call cycle. Depending on configuration, users can also create time off territory entries, Medical Events, and Salesforce Events from My Schedule Week View.

For example, Sarah Jones is planning her upcoming week. She applies her weekly call cycle, then blocks out time for a Lunch and Learn event at Newton Memorial Hospital. With her pre-existing commitments for the week displayed, she easily identifies a time to make an additional call to Dr. Ackerman. She adds the call to her calendar. Sarah continues to revisit her schedule without the week when planning appointments.

Configuration is not needed for this feature.

Only users with Delete OLS to the Call2_vod object can delete calls. To delete calendar entries created from call cycles, users must also have Delete OLS to the Call_Cycle_Entry_vod object.

Using the Weekly Call Scheduler

To view and schedule events for a week at a time, select Week View from the navigation bar in My Schedule.

The My Schedule Week view is formatted like any common calendar program, such as Outlook or Google Calendar. Activities display in time slots in each day sized to represent their duration. If an activity is less than 30 minutes long, the box is the size of a 30 minute activity to maintain visibility of its caption. If activities share a time slot, the calendar displays them as staggered.

Selecting an activity opens a popover displaying both high-level details and context-sensitive actions for the activity.

To show or hide weekends in the calendar, select the gear icon in the upper right corner, then toggle the Show Weekend switch.

Accounts display in the left panel of My Schedule Week View. To hide or show the Accounts panel, select the account icon in the upper right corner of the weekly calendar.

A search box and filter options display above the account list. The search box above the filter selector employs type-ahead search. To search accounts, type in the search box to instantly constrain the accounts in the current filter.

The right side of the window displays the weekly calendar. To create a new call, drag an account from the account panel to the desired time slot in the calendar. The right side of the window displays the weekly calendar. The user creates a new call by dragging an account from the search results into the desired time slot in the calendar.

To move a calendar entry to a different date, select and hold the entry. Then, drag the entry to the desired date. To adjust call duration, select and hold the entry, then drag either of the resize buttons at the corners of the entry.

To delete one or more calls, tap Select. Select the appropriate entries, then select Delete and confirm the deletion.

Using Filters in My Schedule Week View

To narrow the results displayed in the accounts panel, users can apply filters or use the search bar. The filter selector displays above the account list and determines which accounts display in the list. Each available filter in the picklist shows the number of accounts matching the filter in parentheses next to the filter name. There are three default filters:

  • All – lists all visible accounts
  • All Business Accounts – shows business accounts only
  • All Person Accounts – shows person accounts only

Account lists and account views display in the filter list as well as the active classic cycle plan.

When the user selects a filter, the accounts matching the filter display in the results area: 

  • Fields displayed in the account bubble sub-text should take the values from the TSF that matches the classic Cycle Plan Territory
  • Filters should return results from TSFs that match any territory the user is assigned to
  • Multi-select picklists are not supported on offline devices

Displaying Cycle Plan Metrics in My Schedule Week View

If the user chooses the active classic cycle plan in the filter selector, classic cycle plan target metrics display beneath the account name (Planned, Actual, Scheduled, Attainment or Remaining) and Remaining Schedule).

To view more detailed information for the target, select View Plan Details from the More Actions menu for the account.

A popup window includes a graphic indicator for plan progress and a table showing call goals by product. To show call goals or total team call goals, toggle the segmented control below the account name.

These instructions apply only to classic cycle plans. For information on multichannel cycle plans, see Scheduling Calls for MCCP Targets.

Using My Schedule Filter Recall

  • iPad

On the iPad platform, users can recall the last filter and bookmark displayed when a user navigates away and then returns to the Call Scheduler.

To recall a filter or bookmark, grant users FLS edit permission to the Last_Scheduler_Bookmark_vod and Last_Scheduler_Account_View_User_vod fields onthe Preferences_vod object.

To disable this feature, remove FLS to both the Last_Scheduler_Bookmark_vod and Last_Account_View_Used_vod fields.