📝 Summary:

Learn how to switch from the default list view to the calendar view in the Health & Safety Calendar, filter sessions by criteria and time period, and interact with session cards.

✅ Steps:

Step 1: Open the Health & Safety Calendar screen
By default, the screen displays scheduled sessions in a table format.

Step 2: Switch to calendar view
Click the calendar icon 🗓️ to display sessions in a calendar format.

🔍 How to define which sessions you want to see on the calendar

Step 1: Apply filtering criteria
Use the filter options to narrow down sessions by:

• Session type (e.g., pre-start, toolbox talk, training)
• Location or worksite

Step 2: Select a different time period
Click on the month and year selector 📆 to change the displayed time range.

🗂️ What information you can see for each session in the calendar view

Each session card includes:

• 🏗️ Worksite
• 🧾 Session type
• 📝 Session name
• 📍 Location
• ⏰ Start and end time
• 👥 Booked vs. max attendees
• 🟢🟡🔴 Availability marker (color-coded based on legend)

🛠️ What operations you can do in the calendar view

• ➕ Click Schedule session to add a new session (if you have permission).
• 🖱️ Click on a session card to view or update session details.

💡 Tips:

• Use a supported browser (e.g., Chrome, Edge) for best performance.
• Ensure your account is active before making any changes.

📚 Related Articles:

• Filtering Scheduled Sessions
• Scheduling a Health and Safety Session
• Updating Session Details