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.

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Presentation transcript:

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 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 above

Show several resource calendars Calendar Browser is Integrated in Outlook 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 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 above 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 above

Book Supplies Comment your order here. Calendar Browser works with Microsoft Outlook 2007 and above 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

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

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

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 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

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

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 above

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 above Check this box and add 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 above 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 above

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 above

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 above

Timeline View Calendar Browser works with Microsoft Outlook 2007 and above 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 above 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 above

Filter the bookings Month View Calendar Browser works with Microsoft Outlook 2007 and above

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 above

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 above 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 above

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 above 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 above

Use the Pivot Table Field List to get more options Excel Reports ‒ Pivot Calendar Browser works with Microsoft Outlook 2007 and above 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 above Changes in the pivot table are reflected into the chart and vice versa.

Thank you for watching this slide show! At 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 above