- Knowledge Base
- My Profile
- Calendar
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
Calendar
The Calendar tab in the My Profile module provides each user with a personalized overview of their schedule and important organizational events. It serves as a central space to track activities, deadlines, and milestones, making day-to-day planning more efficient.
To view your calendar, go to the My Profile module and select the Calendar tab. This opens your personal calendar interface, where all events and activities relevant to you are displayed.
Viewing Modes
The calendar can be displayed in different modes depending on the level of detail you require. The daily view focuses on a single day, allowing you to see individual tasks and events. The weekly view provides a snapshot of your activities across the entire week. The monthly view offers a broader perspective, helping you to plan long-term by reviewing all events scheduled in the month.
Filtering Options
Filters make it easy to adjust the calendar display to highlight only the events you want to see. You can refine the view to focus on special days, public or company holidays, scheduled business trips, or project milestones. These filtering options allow you to focus on the information that matters most to you at any given time.
Event Highlights
Events displayed on the calendar are clearly marked so you can quickly recognize their type and importance. By selecting an event, you can access more detailed information about it, helping you understand the context and prepare accordingly.
Downloading the Calendar
The calendar view can also be downloaded for offline access, printing, or use with other tools. This ensures you always have access to your schedule, whether or not you are logged into Vault Synapse.
Note! A user can access information only with the relevant permissions/access rights given by the administrator.
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