Colour coding of specific calendar events.

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4 comments

  • Kate Penney

    Whilst not a solution to your colour coding request, as an interim solution we have created a dummy trainer to allocate to courses that have not been rostered or set up as a default trainer (For example First Name: Trainer, Surname: Not Rostered) - then set up a calendar view showing only those courses where that are allocated to that trainer are visible - you can also then use that name to filter the upcoming courses list.

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  • Adrian Date

    Thanks Kate. “Great minds” yes we have done that too but it really only helps with one part of the need. We run a lot of short courses so currently use Outlook ( doubling up on aXcelerate calendar which is not ideal ) to track and display things like ‘ need trainer’ ‘ course resources packed’ ‘ course resources sent’ ‘ course file returned’ ‘ course finalised’ etc etc. it just makes for a quick and easy visual check of what’s happening. Really surprising that aXcelerate doesn’t have something like this already as I’m sure most RTO’s would find a use for it.
    Thanks for commenting too.

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  • Kate Penney

    Hi Adrian

    Can you use custom fields on the courses to track these statuses? For Example:

    Trainer Status: Select from dropdown  (Trainer Required, Pending Confirmation, Trainer Confirmed)

    Course Resource Satus: Select from Dropdown (Packed, Sent)

    Course Evidence: Select from dropdown (Recieved, Reviewed)

    Course Status: Select from dropdown (Scheduled, Delivered, Pending Processing, Processed, Finalised)

     

    You could then schedule a workflow (if enabled) to run a report daily for upcoming X days to show the value in each field?

    You could also then potentially use the data in the reports to display as a chart widget on the dashboard?

     

     

     

     

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  • Adrian Date

    Thanks Kate
    Possibly could do similar but I think it would require much the same workload as what we are doing in Outlook now. Would be ideal to simply have an option in the workshop “update” to set a calendar colour. 

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