The Unified Calendar is ISN's newest calendar. It shows your whole team's inspections, events and availability on one page, with Day, Week and Month views. From the same page you can find any event, start a new inspection, schedule an event, and drag appointments to a new time or a different inspector.
Turn on the Unified Calendar
ISN offers several calendar styles, and each user picks the one they want. Your choice applies only to you, so everyone in the office can use the calendar that suits them.
In the main menu, go to Calendar > View Calendars.
If you haven't chosen a calendar yet, you'll see the calendar choices: Agenda Calendar, Scheduling Calendar and Unified Calendar (marked New). Some older accounts also see Box Calendar.
Under Unified Calendar, click Select (or click the preview picture).
The Unified Calendar opens. From now on, Calendar > View Calendars takes you straight to it.
Switch to a different calendar
In the row of shortcuts under the main menu, click Switch Calendars.
The calendar choices appear again. Click Select under the calendar you want.
Other ways to open the calendar
View Calendars in the shortcut row under the main menu.
Quick Calendar in the shortcut row. Click a day in the pop-up and the calendar opens in Day view on that date.
Calendar shortcuts on your Dashboard's welcome area, if you've added them.
The address in your browser always matches the view and date on screen, so you can bookmark a view or send a link to a specific day.
Find your way around the page
From top to bottom, the page has:
Page title and search. The title reads Dashboard / Calendar. The Search events… box is on the right.
Toolbar. The Choose users list is on the left and the New Event button is on the right.
Selected users. A row of name tags shows who is on the calendar.
Calendar header. From left to right: the previous arrow, the date, the next arrow, Today, the colour key, and the Day / Week / Month switch.
The calendar.
Move between dates
Click the left arrow or right arrow to go back or forward one day, week or month, depending on the view.
Click Today to jump back to today.
Click the date between the arrows to open a date picker. In Day view, pick a day. In Week view, point at a week (the whole week lights up) and click it. Week numbers are shown down the side. In Month view, pick a month.
When you leave the calendar and come back, it reopens on the view and date you last had open. Your office can turn this off (see "Office settings that change the calendar" below). Otherwise, the calendar opens in Day view on today.
Choose a view
Use the Day / Week / Month switch on the right of the calendar header.
Day view
Each selected user has their own row. A picture or initials and the user's name are on the left, and the hours run from left to right.
The day runs from your company's starting work hour to its ending work hour. A line marks the current time.
A light shading shows the times each person is available, based on their online schedule availability. Point at a shaded stretch to see its times, for example "9:00AM to 5:00PM". If a user hasn't set up availability, their whole business day is shaded.
If any events that day fall outside business hours, you'll see a note such as "2 events outside business hours" with a Show off-hours events switch. Turn it on to widen the day so those events show. The calendar remembers this choice on this computer and browser.
If nobody is selected, you'll see "Add an inspector to the calendar to see their schedule here."
Week view
One column per day, with the week starting on Monday or Sunday depending on your office setting.
Events for every selected user share the same grid and are colour-coded by user. Events that overlap are stacked.
The calendar scrolls to the start of your business day. If an event falls outside business hours, the grid stretches to include it.
Month view
Each day shows up to three events, each with its start time.
If a day has more, click the "+x more" link in that day to open a list of all its events. Click any event in the list to open it.
Click a day to open it in Day view.
If there's nothing to show, you'll see "No events on this day.", "No events this week." or "No events this month."
Choose whose calendars to show
Click the Choose users box in the toolbar. A list of users opens, with a checkbox next to each name.
Click a name to check or uncheck it. The list stays open so you can pick several people in a row.
To narrow the list, type part of a name. What you typed stays in the box, so you can check several matching people one after another.
Click anywhere outside the list to close it.
Two shortcuts sit at the top of the list:
All Users: shows everyone in the list.
All Inspectors: shows only users who are inspectors.
Clicking one of these replaces your current selection. If it's already checked, clicking it again clears the calendar.
Below the toolbar, each selected user appears as a name tag in their own calendar colour. Click the × on a tag to remove that person. If you've chosen exactly all users or all inspectors, you'll see one All Users or All Inspectors tag instead. Click its × to clear the calendar.
Your selection is saved automatically. The calendar remembers who you chose and shows the same people next time, on any computer. If you work in more than one office, each office keeps its own selection. The first time you open the Unified Calendar, it starts with the people you had selected on the Scheduling Calendar.
Who appears in the list depends on your permissions. Users with Company Calendar Access see everyone in the office, not just inspectors. Users without it see only their own calendar.
Read the calendar
Colours. Each event takes the calendar colour of the user it belongs to. Inspections can instead take the primary inspector's colour if your office has chosen that (see "Office settings that change the calendar" below). A user's colour is set on their user profile under Calendar background.
What a card shows. An inspection card shows the client's name, then the appointment's own title or note if it has one, then the time. Other events show their title, description and time. If your office has set up a Month View Inspection / Order Template, inspection cards follow that template.
The colour key
The colour key sits in the calendar header. Hover over the small icon in the bottom-right corner of a card to see what it means.
Scheduled Inspection: a filled green calendar icon on an inspection that is booked.
Unscheduled Inspection: a grey dot. The whole card is also faded and grey. These are inspections that were started but not finished, plus radon appointments that haven't been scheduled. Unscheduled inspections show only if your office has turned them on.
Recurring Event: two circling arrows on any event that repeats.
Search for an event
Search finds events on any date, not just the dates on screen.
Click Search events… at the top right of the page and type at least two characters.
Matches appear as you type. Each one shows the title, date and time, and the address or description with the owner's name. Upcoming events come first. Past events are listed after them and shown faded.
Click a result, or use the arrow keys and press Enter. The calendar jumps to that date in your current view and opens the event.
Search looks at event titles, locations and descriptions. For inspections, it also looks at the property address, city, report number and client name. Only the calendars of the people selected in Choose users are searched.
Up to eight results are shown. If there are more, you'll see "Showing first 8 — refine your search". Type more of the name or address to narrow it down.
Schedule notes and unscheduled inspections aren't included in search. To find an unscheduled inspection, use the main search at the top of ISN.
Open an inspection or event
Click any card on the calendar.
Inspections
Clicking an inspection opens an Inspection Details window with the inspection's summary, the same information you'd see on the inspection itself. To close it, click the × or click outside the window.
Events
Clicking any other event opens a small details window. It shows:
The title, with a Recurring Event or Schedule Note label where it applies.
The description and location.
The start and end times.
Who it's assigned to, and who created it and when, for example "Assigned to Jane Smith · Created by Bob Lee on …".
The buttons at the bottom are Delete and Edit. On a recurring event, both buttons have a drop-down arrow. Choose This event to change one occurrence, or The whole series to change every occurrence. Schedule notes are read-only here and have no buttons.
Schedule an event
An event is anything on the calendar that isn't an inspection, such as a meeting, time off or a reminder.
Click New Event at the top right of the toolbar, or click an empty time on the calendar and choose Schedule an Event (see below).
In the Schedule an Event window, fill in:
For: the person the event is for. It defaults to you. Users with Company Calendar Access also see All Users, All Inspectors and Add multiple. Choose Add multiple to pick several people in the Users box that appears.
Date.
Start Time and End Time, in 15-minute steps. If you move the start time past the end time, the end time moves with it.
Title (required).
Description (optional).
Recurring: No, Daily, Weekly, Bi-Weekly, Monthly, Quarterly or Yearly. If you choose a repeat, also choose Recurring Until, which can be up to two years after the event's date.
Click Add Event.
When you choose several people, each person gets their own copy of the event on their calendar.
Click an empty time
Clicking an empty spot in Day or Week view opens a small menu. It shows the time you clicked (for example "Time: 10:00AM") and, in Day view, the user's name (for example "User: Jane Smith").
Schedule an Event opens the Schedule an Event window with the date and time filled in. In Day view, the user from that row is filled in too.
In Day view, on an inspector's row, you may also see the New Inspection options. See the next section.
Month view has no click-on-time menu. Click a day to open it in Day view, then click a time.
Start a new inspection from the calendar
You need the Create Inspections permission, and you have to be in Day view.
In Day view, click an empty time on an inspector's row.
Choose New Inspection (on the hour), New Inspection (on the :15), New Inspection (on the :30) or New Inspection (on the :45).
ISN creates the inspection with that date, time and inspector, then opens the order form so you can enter the rest.
Until you finish the order form, the inspection is unscheduled. If you leave the form early, you'll find it under Inspections > Unscheduled Inspections.
The New Inspection options appear only on inspector rows. If something goes wrong, you'll see "Could not start the inspection. Please try again."
Edit an event
Click the event, then click Edit. On a recurring event, choose This event or The whole series.
Change the date, times, title or description.
When editing one event, the window is called Edit Event.
When editing a whole series, the window is called Edit Series, and you can also change how often it repeats (Recurring) and when it ends (Recurring Until).
Click Save Changes.
You can't change who an event belongs to from the Edit window. To move it to someone else, drag it to their row in Day view (see below).
To change an inspection's details, open the inspection itself. The calendar only lets you change an inspection's time or inspector, by dragging.
Delete an event
Click the event, then click Delete. On a recurring event, choose This event or The whole series.
A window asks Delete event? (or Delete the entire series?) and tells you the event will be permanently removed from the schedule.
Click Delete to confirm, or Cancel.
You can't delete inspections from the calendar. To remove an inspection, cancel it from the inspection itself.
Drag to reschedule or reassign
Day view. Drag a card left or right to change its time, or up or down onto another person's row to reassign it. Times snap to 15-minute steps.
Week and Month views. Drag a card to a new day or time. These views don't reassign people.
Nothing changes until you confirm. When you drop a card, a Move this appointment? window shows the old and new date and time. If you're moving it to someone else, it also shows who it's moving from and to. For an inspection, it adds that the new inspector will become the only inspector on the appointment and anyone else assigned will be removed. Click Move appointment to save, or Cancel to put it back.
Moving an inspection may notify the client. Changing an inspection's date or time works the same as changing it on the inspection. Depending on your office's email and text settings, the client and others may get a rescheduling notice.
What you can drag
Users with Owner Access can drag anything.
Inspections need the Edit Inspections permission.
Radon appointments need Edit Inspections or Office Administrator.
Other events can be dragged by the person who created them.
Schedule notes can't be dragged.
An inspection can only be dropped on an inspector's row. Dropping it on anyone else shows "Inspections can only be assigned to inspectors." Click the × to dismiss the message.
A recurring event can be dragged to a new time but not to another person.
If you don't have permission, the card won't pick up when you try to drag it. The same rules apply to Edit and Delete. If you try one you don't have permission for, the window shows a "not authorized" message.
Office settings that change the calendar
Company Settings
Go to Settings > Company Settings. You need Owner Access, and you must be signed in to your main office.
Starting Work Hour and Ending Work Hour: set your business hours. They control the hours shown in Day view, where the availability shading is drawn, where Week view starts, and which events count as "outside business hours". If these aren't set, the calendar uses 8 AM to 6 PM.
Date Format: how dates appear in the calendar header and in search results.
Time Format: how times appear on cards, on the time scale and in search results (2:30PM, 2:30pm or 14:00).
ISN Calendar settings
Go to Settings > Office Settings. Under What we see on the ISN, click ISN Calendar to open ISN Calendar Settings.
Sunday is the first day of the week: Week and Month views, and the date pickers, start on Sunday. If this is unchecked, they start on Monday.
Color code calendar order events by the: choose Event Owner or Order's Primary Inspector. This decides which user's colour an inspection card uses.
DO NOT restore calendars to the last view / date selected when I return: when checked, the calendar always opens on today in Day view.
Hide events that fall outside of normal business hours: hides any event that both starts and ends outside your business hours, in every view. Events that overlap business hours still show.
Month View Inspection / Order Template: if you fill this in, inspection cards use it for their text, with one line per item. It applies to all three views, not just Month.
Unscheduled Inspections setting
Go to Settings > Office Settings. Under What we see on the ISN, click Unscheduled Inspections, then check Show unscheduled inspections and their associated appointments on the calendar. Unscheduled inspections then appear as faded grey cards titled "Unscheduled Inspection:" followed by the address.
Permissions
Company Calendar Access: lets you see everyone in the office in Choose users, and schedule events for All Users, All Inspectors or several people at once. Without it, you only see your own calendar and can only schedule events for yourself.
Create Inspections: shows the New Inspection options when you click an empty time on an inspector's row in Day view.
Edit Inspections: lets you drag inspections and radon appointments to a new time or inspector.
Office Administrator: lets you drag radon appointments.
Owner Access: lets you drag, edit and delete any event.
Troubleshooting
"The schedule could not be loaded. Refresh the page to try again." The calendar couldn't load. Refresh your browser.
The calendar is empty. Check the Choose users list. Nobody may be selected, or the people you want may be unchecked.
I can't see a coworker's calendar. You need the Company Calendar Access permission. Ask your office administrator.
An event I know exists isn't showing. It may be outside business hours. In Day view, turn on Show off-hours events. Also check whether your office has Hide events that fall outside of normal business hours turned on.
Clicking a day in Quick Calendar opened the Unified Calendar, but I use a different calendar. Quick Calendar always opens the Unified Calendar, unless you use the Box Calendar.
If you have any questions about this information please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.