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Drag 'n' Drop Calendar

This article explains what drag and drop functions are part of the Calendar

Martin Callan avatar
Written by Martin Callan
Updated over 2 years ago

The freshOps Calendar features some Drag and Drop features that make scheduling and rostering a breeze.

Drag-n-Drop is achieved by Clicking and Holding the Left Mouse Button/Click Button on a Visit/Shift and dragging it to another location and dropping it by removing your finger from the Click Button.

Drag-n-Drop Visits

Reschedule A Visit To Another Day

In Month View, Week View ONLY

MONTH VIEW

WEEK VIEW

Reschedule A Visit To Another Time

In Week, Daily & Daily Roster View Only

WEEK VIEW

DAILY VIEW

DAILY ROSTER VIEW

Drag n Drop Employee/Contractors

Allocate Employees/Contractors

Once you/ve applied some Calendar Filters to narrow down your view, select Allocation Mode.

Now you can drag and drop Employees/Contractors onto shifts.

In Month, Week, Daily, Weekly Agenda, Daily Agenda View Only

Once you DROP the Employee/Contractor onto the desired Visit/Shift, you get met with a confirmation window.

ADD TO VISIT

Add To Visit, simply adds this Employee/Contractor to the Visit. If there are existing Employees/Contractors allocated, this person will be added along with them on the Visit.

EMPLOYEES TO REPLACE

Employees to Replace allow you to replace the existing Employee/Contractor with the new person.

CHANGE ENTIRE SCHEDULE

By default, drag-and-drop changes only apply to that specific Visit/Shift. However, ticking the "Change Entire Schedule" makes this change to all Visit in the Visit Schedule this Visit is part of.

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