Manage Calendar Events

Utilize your organization's Calendar view to efficiently manage all scheduled events, including on-call assignments and time-off requests. This centralized tool helps streamline event organization and ensures all team members stay informed and up-to-date.

In IT-Conductor, you will find two calendar modes:

• Personal Calendar - helps you track your individual activities

• Tenant Calendar - provides a comprehensive overview of all scheduled activities across the organization. The tenant calendar allows teams to monitor events such as on-call schedules and employee time-off requests.

Personal Calendar

To access your personal calendar, please follow the steps below.

1. Visit service.itconductor.com and enter your login credentials.

2. Click your username in the upper right corner of the screen. Then click Calendar.

Figure 1: Access Personal Calendar

3. Click the calendar view of your choice. This can either be weekly, monthly, or the agenda view. You may use the arrows to move back and forth to see past and future events.

Figure 2: Weekly View of Personal Calendar

Figure 3: Monthly View of Personal Calendar

Figure 4: Agenda View of Personal Calendar

Tenant Calendar

To access the tenant calendar, please follow the steps below.

1. Navigate to Management → Automation → Calendar.

2. Click on the calendar view of your choice. This can either be weekly, monthly, or the agenda view. You may use the arrows to move back and forth to see past and future events.

Figure 5: Weekly View of Tenant Calendar

Figure 6: Monthly View of Tenant Calendar

Figure 7: Agendar View of Tenant Calendar

Note: Using the calendar gives you a holistic view of how all the shifts work together.

Time-Off Requests

The time-off request feature in IT-Conductor allows employees to easily submit requests for vacation or personal time off through the platform. Once a request is submitted, it is automatically routed to the appropriate supervisor or manager for approval. The system tracks the status of each request, notifying the employee once it has been approved or denied.

Create Time-Off Request in IT-Conductor

1. Navigate to Management → Automation → Calendar → Request Time-Off.

Figure 8: Request Time-Off Option

2. Fill out all the necessary information in the Time Off Request wizard. Once completed, click + to submit the request.

Figure 9: Create Time-Off Request

• Requested By - refers to the IT-Conductor user making the request.

• Reason - refers to why the user requests the time off. You may select one from the drop-down menu.

• Details - refers to any extra description regarding the request.

• All Day - indicates that the time-off request is for a full workday if checked. Otherwise, leave it unmarked.

• Start Date - refers to the date that the request starts.

• End Date - refers to the date that the request ends.

3. Navigate to My Objects → My Requests to see the status of a request.

Figure 10: Status of Time-Off Request

4. When a new request is created the members of Approvers role will be assigned approval tasks that will show in their WorkList (see below) , also a reminder will be sent to the approvers.

5. Once a request has been approved/refused, you will get a notification and if it was approved you can find the corresponding event on your personal calendar.

Figure 11: Approved Time-Off Request in Personal Calendar

Approve Time-Off Requests

1. Navigate to My Objects → My Worklist and click any pending requests for approval.

Figure 12: Pending Time-Off Requests

2. Add your comments if desired, and click Approve or Decline.

Figure 13: Approve/Decline Time-Off Request

Note: The approval algorithm out of the box is SOME (at least one approver responded). It is possible to change the algorithm to ALL (all approvers are required to approve /refuse before concluding). Also configurable is the role to use for Approvers. All of these configurations are done at the Tenant level.

Related Information

• Set Up On-Call Schedule in IT-Conductor