How do I make a new calendar?
Creating a Calendar through the configuration console, gives you more customisable options from the start, including adding new calendar modes and changing their priority, automatic bank holidays and scheduling repeat events
Step by step guide
Accessing Calendars
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
Select the Configuration Console
Click on Calendars in the left hand side menu
The calendars table will display
Adding a new Calendar
Click the New calendar button
The Create calendar window will open
Set the details for the calendar here
If you have an existing calendar you would like to copy you can select it from the dropdown list, and your new calendar will have the same events scheduled automatically
Save your new calendar
Once saved the Calendar will open so you can make any changes required
Adding Bank Holidays
Bank Holidays can be automatically scheduled into any of your calendars
Toggle Use Public Holidays to Yes
Chose your Public holiday mode for the Bank Holidays so that callers can be routed to the correct call flow and prompt message
Save your changes
The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen
Any issues will be detailed in the Error pop ups
Cancel will close the window without making any changes
Adding Events
Your calendar runs automatically by using scheduled modes/events
Modes can be added to the calendar in advance and when it is time for the event, the call flow will automatically follow the designated call route for that Mode
Single Events
Drag and drop the required Mode from the left-hand side on to the correct date and the approximate time on the calendar
The Event Manger will pop up
Turning off the repetition will create a Single Occurrence of the event on the calendar. Toggle Repeat to No
The Event Manager window will change
Check or change the Start and End Time of your event and check or change the Event Date
Toggle Full Day on if the event is for the full day
You can change the Event Date here if you need to
Check or change the Assigned Mode. The mode showing will be the mode you dragged onto the calendar
To change the mode click on the dropdown menu and select a different mode
Save your changes
The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen
Any issues will be detailed in the Error pop ups
Cancel will close the window without making any changes
Repeat Events
Use the Navigation Arrows to move to the date needed on the calendar
Drag and drop the required Mode from the left-hand side on to the correct date and the approximate time on the calendar
The Event Manger will pop up
Toggle Full Day on if the event is for the full day
Check or change the Assigned Mode. The mode showing will be the mode you dragged onto the calendar
To change the mode click on the dropdown menu and select a different mode
Repeat will be toggled on automatically as Yes
In the Repeat area of the Event Manager you can change the Repeat settings for your event
You can set the event for specific days of the week, Daily, Monday to Friday or Weekends
Or you can make the event Monthly or Annually by selecting those tabs
You change change your events dates here
If you do not select and End Date the event will run indefinitely
Save your changes
The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen
Any issues will be detailed in the Error pop ups
Cancel will close the window without making any changes
Editing Modes and mode priority
Click on the Edit icon above the calendar mode list
Select the Edit icon on the mode you would like to change
Make your changes
You can change the mode name, the text colour, background colour and choose a different icon, to make yo mode easily identifiable
Click Save when you are happy with your changes
Change the priority of the calendar modes by grabbing the mode, (click and hold left mouse button) and dragging it up or down the list
The higher priority modes will override the lower ones, for example you will want the Emergency Mode when on to override Open, and for Open mode to override Closed
When you are happy save the changes
The mode priority will be the same for every calendar used by the Surgery