Rules to Better Calendars

​It's important to use your calendar correctly as it's your main organizational​ tool and how others view your time.

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  1. Appointments - Do you explain why you've deleted or modified an appointment?

    Whenever you have to modify the time, attendees or subject of an appointment, always send the updated one with comments at the top to explain why you want make these changes.

    This will help to solidify the changes and alleviate confusion.

       Figure: The note in brackets explains the change that has been made
  2. Appointments - Do you know how to add an appointment in someone else's calendar?

    ​​When sending an appointment from someone else's calendar, you should always include that person as an attendee so that they also receive the same appointment email that their guests do. It shows them that the invitation has been sent, and also allows them to check for any mistakes or additional information that needs to be added.
  3. Appointments - Do you make sure your appointment has a clear location address?

    Make sure appointments have address details unless it's obvious for all attendees.

    Bad location Figure: Bad Example - Appointments should have addresses in location when appropriate Good location Figure: Good Example - Address is clearly identified in the location field, meaning this can easily be used by mapping applications on smartphones

    It's important to always add the address information in appointments when a third party is included. ie:

    • A client meeting at your location
    • A meeting at the client location

    The exception is for internal meeting appointments:

    I would invite Zune to work Saturday @ SSW (but not include the address)

  4. Appointments - Do you remind attendees about tomorrows appointment?

    Some of us have Outlook calendars that are full to the brim. We might use our Calendar to remind us to do certain personal tasks, we might have an appointment telling us that someone else is going on leave, and, of course, we all have meetings with clients or colleagues. Our calendars can get very messy and it's easy to miss something important. This is why you should remind attendees by email of your meeting the day before it is scheduled. Outlook makes this easy.
    Calendar window
    Figure: Open the appointment in your Calendar (You should already have Invited all the required people to attend)


    Figure: Click on "Message to Attendees" and then "Reply to All with Message" Type the messages
    Figure: Send a friendly reminder!
  5. Appointments - Do you send Outlook Calendar appointments when appropriate?

    ​​​If you wish to organize a meeting that involves some of your colleagues and a client, instead of sending an email, send an appointment. Sending appointments is convenient because all the user has to do is click 'accept' and it is in their calendar.
    Outlook Appointment
    Figure: Use Outlook appointments to easily synchronise your calendar with your client's

    This way Outlook will remind your colleagues about the appointment and you can update them if any changes are made.

    If the appointment is for 3 days or less, send a separate appointment for each day. This is because multiple-day appointments appear at the top in your Outlook Calendar, so you risk missing the appointment (see below).

    Bad Multiple Day Appointment
    Figure: Bad Example - Multiple-day appointments appear hidden at the top of your Outlook calendar, so you might miss it, thinking that the time is free
    Good Single Day Appointments
    Figure: Good Example - Send a separate appointment for each day so you can clearly see it in your Outlook calendar

    You should always have calendar on your phone, so we can quickly add a client booking into the calendar, then add a note what to do with CRM (e.g. Uly please set regarding flag)​.

  6. Appointments - Do you show all the necessary information in the subject?

    ​When sending an appointment, it's a good idea to choose your subject intelligently so that people can see all the information they need to see in the Subject of the Appointment.

    ​​For example if the appointment is a meeting request you should include the names of the persons attending that appointment. Another example is flight bookings or hotel bookings. Including the flight number and/or Hotel name in the Appointment Subject so that you can see the information without having to open the item. Think about what the recipient sees in their calendar and try to make it as clear as possible.​

    Bad Appointment Subject Figure: Bad Example - appointment subject with very little informationGood Appointment Subject Figure: Good Example - Appointment subject with all of the relevant information shown

    CRM u​sers making bookings should keep their naming standards consist​ent.

  7. Appointments – Do you use Propose New Time?

    When you would like to propose a new time for an appointment that someone has sent to you, use the Propose New Time button in Outlook instead of simply declining the message. By using the Propose New Time option, the requestor can easily accept your proposed time, rather than having to edit the previous appointment.

    Figure: Bad Example: The person who sent the appointment has to interpret your message, then go back in and edit the appointment

    Instead of simply declining the message and typing your proposed time in the message body, propose a new time as follows:

    Figure: Good Example: The new time is proposed, and the person who sent the original appointment can easily accept your proposal, or view all proposals from multiple recipients
  8. Calendar - Do you check someone's calendar before booking an appointment?

    ​​Imagine someone wants an appointment with a team member who has shared their calendar with you. Offer to look up the calendar and book in time straightaway.

    Try calling him.
    Bad Example
    adams-calendar.jpg
    Sure, I'll just look up Adam's calendar and see when he's free. Obviously it's not a good idea to call Adam now as he is on a plane. 
    Good Example
  9. Calendar - Do you give your PA administrator permissions for your calendar?

    ​There are occasions that you are not able to access your computer to send sick emails, or you get a call from your client on the way to the office that you have to drive to client site straight away; when such things happen, you need someone else to update your calendar when you call in, so others are aware of your availabilities.

    So always make sure the admin people are able to access your calendar with full permission in order to add/edit/delete appointments for you. ​

    Click on Calendar Permissions
    Figure: Click on "Calendar Permissions"
    Set full access to admins
    Figure: Give admins full access to your calendar

    Once the permission is given, open other people's calendar is as easy as 2 steps:

    1. Go to the Calendar tab in outlook and click "open a Shared Calendar"
      Open a Shared Calendar
      Figure: Opening a shared calendar
    2. Choose the calendar you want to open in the pop up form:
      Choose the calendar you want to open
      Figure: Find the calendar you want
      Then you can have this shared calendar shown in your Outlook.
  10. Calendar - Do you know the ways to share and see others' calendars?

    ​​​​​There are 3 ways of sharing and seeing others' calendars.

    • Option 1: Outlook Calendar Permissions​
      Allow the required person or group to see your calendar
      Figure: Allow the required person or group to see your calendar with these settings in Outlook
    • Option 2: Using SharePoint's calendars
      Sync calendar between Outlook and SharePoint 2016
      Figure: Sync SharePoint's calendar with Outlook at Intranet | Products | Calendar. (SharePoint 2016)
      Sync calendar between Outlook and SharePoint 2007
      Figure: Here SharePoint's​ Calendar list sees users who have chosen to sync their data. The user in Internet Explorer can see 4 free days.​ (SharePoint 2007)
      Note: The disadvantage of the SharePoint calendar is every new employee that arrives (or those that leave), must share (or unshared) their calendars in their Outlook client.​
    • Option 3: Using the CRM Service Calendar
      ServiceCalendar.png
      Figure: The CRM Service Calendar shows everyone's booked in​ client work and leave

      This will only show appointments that have been tracked in CRM, and so is a great way to keep track of important things like leave or client work.

  11. Calendar - Do you set your work hours in CRM and your calendars?

    ​​You should always set your working hours in your outlook calendar so others knows when you are working, this will help us to do resource scheduling. This is especially important for people who are not working as full time, e.g. part-time, contractors etc.

    You can find this setting in File | Options | Calendar Options, it looks like below:

    Choose your working hours
    Figure: Outlook Calendar options for working hours settings

    Once you set this up, you will be able to see the grey area in "Scheduling assistant" so you know what's the best time to book that person.

    You can see the working hours in Scheduling Assistant.
    Figure: Working hours will be shown in Scheduling Assistant
  12. Calendar - Do you use a centralised leave calendar?

    ​People take leave all the time, and it can be frustrating to find out that someone is not in the office after you've already sent an email to book them for a meeting. You should have a centralized system to check for everyone's availability.

    The easiest way to do this is to use a shared calendar which is just used for leave. At SSW, we have the SSWAbsence calendar to for this. This requires people to send their leave request as an appointment to SSWAbsence.​

    Since this is just a calendar, yo​u should also have these leave requests automatically forwarded to your admin managers, so they are always notified of what's going on, although normally these managers will decline the notification rather than add it to their own calendar by accepting it. At SSW, we use the SSWAdmin group alias for this.

    Leave.png​​​
    Figure - Good Example:​ ​You can see everyone's leave in one place​
  13. Do you make it easy to your users to add an event to their calendar?

    If you have a date for any event appearing on your site, you should make it as easy as possible for the user to add it to their Outlook calendar. This is why we use ICS links for all dates on our site

    Next User Group Meeting:
    Wednesday, 15 February 2006 5:45 PM

    Figure: Bad Example - User cannot add reminder

    Next User Group Meeting:
    Wednesday, 15 February 2006 5:45 PM ​
    ​ ​ Add Outlook reminder​​​

    ​​
    Figure: Good Example - Showing use of Calendar icon

    By clicking the calendar icon you can easily add reminder to remind you about particular event out of your busy schedule.

    You have 2 options - VCS and ICS. Both let you add appointments to your calendar. We use ICS because it allows collaborating ​information between personal information management programs like Microsoft Outlook, Mozilla Calendar, Mac OS etc. over the Internet, independently of differences between program vendors or operating systems, which is not allowed with VCS.

    It is always preferred to use standard icons to give user a proper idea about the file. User can quickly get the idea by just looking at the icon.​