The Calendar on the Phone

The Reports screen in the mobile app has three tabs: Reports, Tasks and Calendar. The Calendar tab shows the same reports and tasks as the two lists, laid out on an hour-by-hour day, so you can see at a glance when each visit is and whether two visits overlap. It needs mobile app 2.0.4 or later.

Opening the calendar

1. Open the mobile app and tap Reports.
2. Tap the Calendar tab.

Today’s visits appear on an hour grid from 6 AM to 9 PM. A visit earlier or later than that sits on the first or last row. Two visits at the same time sit side by side.

Moving between days

• The strip across the top shows the week, with the number of visits on each day. Tap a day to show it.
• Swipe left or right, or tap the arrows, to go to the day before or after.
• Tap Today to come back to today.

The phone keeps about ten days of upcoming visits (two weeks for companies on HWIT Reporting). Days further out show as empty until the phone syncs them.

Whose visits you see

• The calendar starts on Assigned to Me, your own visits.
• Tap All Assignments to see everyone’s. Each person has their own colour, the same colour they have on the web app’s Scheduling Calendar.
• Auditor Only users see only their own visits.

Reading a visit

• A faded visit with a check mark is completed.
• A red dot marks a visit that was not started and whose day has passed.
• A clipboard icon marks a task. A clock icon marks a firm time.
• Tap a visit to open it, exactly as you would from the list.

The calendar works offline with the visits already on the phone.

What the calendar does not do

You cannot drag a visit to another day or time on the phone, and there is no month view. To move a visit, use the Scheduling Calendar in the web app.