Checking Availability from the Calendar

Agents can access this window from the Calendar while scheduling appointments and from the Create Issue and Edit Issue pages.  In addition to the options explained in Viewing Schedules, you can select the Agents you would like to invite to the appointment.

To include Agents in an appointment:

1. Select Create Appointment from the Project or personal Calendar.
2. Click Check Availability.  The Agent Availability matrix window opens.
3. After reviewing the matrix, check the box(es) next to the names of the Agents you wish to invite to the appointment.  If you allow the cursor to hover over an unavailable time slot, a small pop-up is displayed showing the reason that the Agent is unavailable.

Note

You will get a warning message if you select the name of an Agent whose time is not free for the scheduled appointment if the Auto-check Availability option is enabled.

4. Click GO.  The Create Appointment page is displayed.  The names of the Agents you checked are included in the list of invitees.