Calendar Browser Presentation
-
Upload
kalmstromcom-business-solutions -
Category
Documents
-
view
217 -
download
2
description
Transcript of Calendar Browser Presentation
Calendar Browser is a groupware used for booking all kinds of resources within an organization. The software is totally integrated in Outlook.
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 – might of course 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
The Calendar Browser buttons in the
Calendar ribbonShow several resource calendars
Calendar Browser is integrated in Outlook
www.kalmstrom.com Calendar Browser works with Microsoft Outlook 2007 and above
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
www.kalmstrom.com
Click New to make an appointment in the selected calendar at the selected time
Each resource can be described with text and images
Click Description 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
Click here to book supplies.
Select a project
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
Auto-notifications can be sent to the responsible for the
different items
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
www.kalmstrom.com
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. Let’s continue!
Settings
Calendar Browser works with Microsoft Outlook 2007 and above
The Admin settings
www.kalmstrom.com
Alternatives to be shown
in the Overview.
Double-bookings – never again!
Uncheck to hide these
buttons from the users
Customize Calendar Browser for your
organization’s needs.
Calendar Browser works with Microsoft Outlook 2007 and above
Configuration
www.kalmstrom.com
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
www.kalmstrom.com
If you check the Extra booking info box, two new tabs
and a new Overview option will be shown.
When booking 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
Calendar Browser works with Microsoft Outlook 2007 and above
Extra booking information
www.kalmstrom.com
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
The Resource calendars
www.kalmstrom.com
With different colors for different types of projects you get a good 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 are 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
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
Extras – Automatic E-mail Notifications
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com
With the HTML editor it is easy to change the simple default message to something that
suits your organization.
The Template button
becomes visible under the Supplies tag when the Auto-Email
box is checked.
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 Overview tool in Calendar Browser gives a summary of resources and of the scheduling of team members. Open the Overview Tool via the Overview button or by running the file CBOverview.exe in the root file folder.
Hope you are still with me!
Overview
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com
Click a free time to add a new booking.
Timeline view
Move the cursor over a booked time to see booking details.
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com
Search for bookings.
Only shown if Extra booking information is
enabled.
Day View
Click on a booking to see more details
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com
Week III gives very detailed reports. Right click to Export to Excel.
Workweek III
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com
This view gives a list over 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
Select the Orders report if you only want bookings with supplies.
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com
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 about how to subscribe to Calendar Browser.
More Info
Calendar Browser works with Microsoft Outlook 2007 and abovewww.kalmstrom.com