The global Neos Calendar offers a List View option that allows users to search for events and easily report on them as needed.
To access the Calendar List View, click the magnifying glass icon on the global Calendar.
The Calendar List View will open as a new tab Neos. The list of calendar events will default to the signed-in staff and the Start Date field will default to the selected date range on the global Calendar tab. Use the following filters to locate specific events. When filters are set, click the Apply button to filter results.
Search Subject – Type text to locate events by the Subject field.
Staff Calendar – Use the dropdown to search for events from another user's calendar. If you do not have "Can view all details" or "Can edit" permissions to a staff's calendar, a warning message will display.
Case – Use the search field to find events associated with a particular case/intake.
Start Date – Select the date field to display the calendar graphic. Choose the start and end dates to locate events that start and end on/between the selected dates.
Calendar entries can be opened by double-clicking a row to access the Event Details window. NOTE: You must have edit permissions to a selected event to make edits accordingly.
The associated case can be opened by clicking the Case number from the results. The Calendar List View can be printed using the Print icon in the top right. A Print window will display, allowing you to set your destination (printer or PDF).
The Calendar List View can also be copied or exported to CSV or PDF using the right-click menu. The Copy feature will only copy a single row (e.g., "Mediation07/16/2024 10:00 AM07/16/2024 10:30 AM").
