Calendar Browser is a groupware used for booking all kinds of resources within an organization....

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Calendar Browser is a groupware used for booking all kinds of resources within an organization. Calendar Browser is installed on a file server and in a new public folder or shared mailbox, and only a minimal client installation is needed. Welcome to the show! Peter Kalmström CEO kalmstrom.com Business Solutions Introduktion www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above

Transcript of Calendar Browser is a groupware used for booking all kinds of resources within an organization....

Calendar Browser is a groupware used for booking all kinds of resources within an organization.

Calendar Browser is installed on a file server and in a new public folder or shared mailbox, and only a minimal client installation is needed.

Welcome to the show!Peter KalmströmCEO kalmstrom.com Business Solutions

Introduktion

www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above

Let’s start with the part that the users will see. If they are familiar with Microsoft Outlook they will quickly learn to use Calendar Browser.

In this slide show I will talk about booking rooms, but anything that is booked within an organization – cars, equipment, personnel – can be booked through Calendar Browser. The application can also be used for viewing people’s calendars.

User Interface

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Show several resource calendars

Calendar Browser is Integrated in Outlook

www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above

The Calendar Browser buttons in the Calendar ribbon

Enter date, time and number of seats if applicable

Click to open a dialog where you can search free resources

Find Resource

Calendar Browser works with Microsoft Outlook 2007 and above

Click to see a description

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Click New to open an appointment in the selected calendar at the selected time

Each resource can be described with text and

images

Click the Description button to open a dialog with a

description of the selected resource

See resource

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

See Resource

The resource calendar

Select a project or use this dropdown for something else

The Booking Appointment

The booking appointment is a normal Outlook appointment,

but with some ”extras”

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Book Supplies

Comment your order here.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Name and date are filled out

automatically

Select among the admin

defined supplies

Group calendars by making several installations.

Each user selects what groups should be shown in her/his Outlook. That way the users only see the groups they really need.

Settings

Calendar Browser works with Microsoft Outlook 2007 and above

Calendar Grouping

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Now I will show you what happens ”behind the scene” – i.e. in the Administrator settings. They are reached by the Manage button or by running the file CBAdmin.exe in the root file folder.

I show the possibilities. You can best judge what features you should take advantage of and how they can be used for booking resources within your organization. Let’s continue!

Settings

Calendar Browser works with Microsoft Outlook 2007 and above

The Admin Settings

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View options for the

Overview.

Double-bookings – never again!

Uncheck to hide these

buttons from the users

Customize Calendar Browser for your

organization.

Calendar Browser works with Microsoft Outlook 2007 and above

Configuration

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The Booking summaries show all bookings with their “host” and

“attendees” for a selected day.

Calendar Browser works with Microsoft Outlook 2007 and above

Extra Booking Information

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If you check the Extra booking info box, two new tabs

and a new Overview option will be shown.

When booking a resource, users can select the name of the “host” and “attendees”. Additional info about company, department or e-mail entered in the settings will be displayed automatically.

Fill out or paste “Hosts” and “Attendees”. These default

captions may be changed into anything that suits your

organization.

Calendar Browser works with Microsoft Outlook 2007 and above

Extra Booking Information

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Add or remove calendars

The WYSIWYG .html editor makes it easy to create nice

resource descriptions.

Add an image to be shown in the

overview.

Calendar Browser works with Microsoft Outlook 2007 and above

Resource Calendars

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The different project colors are applied in the overview.

The word “Project” can be changed to anything

that suits your organization.

”Projects”

By default the projects are saved in Outlook.

If you already have projects in a database,

use that option and they will be loaded

automatically.

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Specify supplies that might be needed with

the resources, and define the cost for each

item.

Extras with Auto-Notifications

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Check this box and add e-mail addresses, and notifications

about supply bookings will be sent automatically to the

responsible persons

The HTML editor makes it easy to change the default notifications

template.

Specify place settings for the users to select from

Place Settings

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

The users can choose among the admin

specified place settings when they book supplies

Specify text to be filled into all new appointments

The template comes up in the new appointments

New Appointment Template

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Select resource that should be booked automatically together

with the resource in the left hand column

Auto-Booking

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

The Calendar Browser Overview gives a summary of resources and of the scheduling of team members. The size of the Overview window adapts to the screen, so it is possible to show it on a wide screen and not only in the computer.

Open the Overview via the ribbon Overview button or by running the file CBOverview.exe in the root file folder.

Hope you are still with me!

The Overview

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Timeline View

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Select time period

Click on a booking to see more details

Current time

Click on a free time to add a booking

Day View

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Move the cursor over a booked time to see booking

details

Week III gives very detailed reports

Workweek III

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Filter the bookings

Month View

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

The Day list view shows occupancy and activities of the separate resources on

the selected date

Day List

Click the + signs to see

supplies

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

The Appointments Report gives a list over occupancy

and activities of the separate resources

Appointments Report

Choose the Orders Report if you only

want to see bookings that has supplies

ordered

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Select one day within the date

range if you don’t want to see the whole

range

Bookings and orders can be studied with the integrated Excel reports. There are many different, pre-defined reports, and as all the standard Excel features may be used in the reports they will give you a lot of useful information about passed resource usage.

Also custom reports can be created and just like the default ones they are updated each time you run the Archive tool. Let’s go to the last part!

Excel Reports for Statistics

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Use the file CBArchive.exe in the Calendar Browser server folder to copy old appointments to a database. Then you can study them closely and in many different ways in the Excel reports.

Select period and resources to study.

Archive

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

The selected appointments are copied to an Access or

SQL Server database.

Two reports files are placed in the Calendar Browser server folder.

All the Excel features can be used

The reports are reached by the links or by the tabs below.

Excel Reports

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Use the Pivot Table Field List to get more options

Excel Reports ‒ Pivot

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

All the fields can be dragged and dropped to show data in different ways.

Use all the Excel features to get nice graphs. We have made sure

the statistics behind them is correct.

Excel Reports ‒ Chart

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com

Changes in the pivot table are reflected into the chart and vice versa.

Thank you for watching this slide show!

At www.kalmstrom.com you may download the full version of the Calendar Browser and evaluate it for 30 days before you decide if you want to use it.

On the website you will also find the User and Administrator Manuals, the Calendar Browser video demonstrations and information on how to subscribe to Calendar Browser.

More Info

Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com