Using the Calendar in OASIS Online

The Calendar in OASIS Online allows users to view and manage scheduled events, reminders, and important transaction dates in one location. Users can customize their calendar view, filter information, and create reminders to help manage daily activities.

This article explains how to navigate the Calendar, create reminders, and customize the information displayed.

Opening the Calendar

1. Log in to OASIS Online.
2. Open the Calendar.
3. The Calendar will display scheduled activities based on the selected view and filters.

Navigating the Calendar

The Calendar provides several viewing options to help users manage their schedules.

At the top of the Calendar, select one of the following views:

• Month: Displays the entire month.
• Work month: Displays the month using workdays.
• Week: Displays the selected week.
• Work week: Displays the workweek.
• Day: Displays activities for a single day.

To navigate between dates:

1. Click the Previous or Next arrow to move between dates.
2. Click Today to return to the current date.
3. Select the month and year to navigate to a specific period.

Creating a Calendar Reminder

Reminders can be created directly from the Calendar to help track upcoming activities and tasks.

1. Open the Calendar.
2. Click the + icon.
3. Select the option to create a reminder.
4. The Create Reminder editor will appear.
5. Enter the reminder information.
6. Select the appropriate reminder options, including the date and any applicable assignment or scheduling settings.
7. Click Save.

The reminder will appear on the Calendar according to its scheduled date and selected filters.

Viewing and Managing Reminders

Existing reminders can be accessed from the Calendar.

1. Locate the desired reminder on the Calendar.
2. Click the reminder to open its details.
3. Review the reminder information.
4. Make changes as needed and save the updates.

Filtering Calendar Information

The Calendar allows users to filter the information displayed.

1. Open the Calendar.
2. Click Filters.
3. Select the desired filtering options.
4. Apply the filters to update the Calendar.

Filters can be used to focus on specific activities and transaction information.

Selecting a Calendar Schedule

The Show drop-down allows users to select the schedule they want to view.

1. Open the Calendar.
2. Locate the Show drop-down.
3. Select the desired schedule.

The Calendar will update based on the selected schedule.

Using the Calendar Legend

The Calendar uses colors to distinguish between different types of activities and transactions.

The legend includes:

• Events: Scheduled events.
• Reminders: Scheduled reminders.
• Quotes: Quote activity, with colors reflecting project rank.
• Orders: Order activity, including Not Transmitted, Canceled, and Transmitted.
• RA Dates: Requests for approvals due.

To show or hide the legend:

1. Open the Calendar.
2. Click Hide legend to hide the legend.
3. Click the button again to display the legend.

Creating Calendar Events

Calendar events can be created to track scheduled activities.

1. Open the Calendar.
2. Click the + icon.
3. Select the option to create an event.
4. Enter the event details, including the applicable scheduling information.
5. Click Save.

The event will appear on the Calendar based on its scheduled date and time.

Viewing Transaction Dates

The Calendar can display important dates associated with OASIS transactions, including quotes, orders, and requests for approval.

1. Open the Calendar.
2. Select the desired calendar view.
3. Use Filters to display the relevant transaction information.
4. Locate the transaction on the Calendar.
5. Click the item to review its available details.