Viewing Users' Calendars with Manager View
From My Schedule, managers can review scheduled activities for reports in territories one or more levels below their territory, based on territory hierarchy. This enables managers to easily identify potential conflicts or overlaps in reports’ schedules, and review reports’ workloads for more informed decisions when assigning tasks. When using Manager View, managers can only view one report’s calendar at a time, and they cannot create calls or calendar entries for their reports.
If configured, Unavailable Time Slots and Meeting Requests display on the report’s calendar. Optionally, when Integrating My Schedule and Microsoft Outlook Calendars is enabled, Manager View can be configured to display external calendar events on the Browser platform.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Managers
Configuring Manager View for
Managers
To configure this feature:
- Ensure Configuring Call Planning is complete.
- Populate the display_external_calendars_to_mgrs__v Veeva Setting with the number 1 (optional). This enables managers to view external calendar events from their reports' calendars on the Browser platform when Integrating My Schedule and Microsoft Outlook Calendars is enabled.
When this setting is enabled and Viewing Shared Calendars is enabled, end users can also view external calendar events from shared calendars.
Using Manager View as
Managers
To view a report’s calendar, select the check box next to a user’s name. These display in the sidebar at the left of the page, under the My Team heading.
Calls and activities from the shared calendar display along with the manager’s activities in My Schedule. Entries from the report’s calendar display with a black border and are view-only, regardless of the manager’s object permission.
Visibility to entries on the report’s calendar is based on standard object-level security—for example, if a manager does not have read object permission for the em_event__v object, Events Management records do not display when viewing a report’s calendar.
Manager View is not supported for Call Cycle View. Additionally, unassigned presentations do not display when viewing other users’ calendars.
To view entry details, select an entry from the calendar. A popover displays.
To view additional information about the user, hover over the user’s name. A popover displays identifying information.
To use manager view on the iPad platform:
- Select the gear icon to display calendar options.
- Select the user's name below the Other Calendars option to display a list of available calendars.
- Select the appropriate calendar.
-
Select Apply.
On the iPad platform, only the report’s calendar displays; the manager’s entries do not display when viewing a report’s calendar. External calendar events from the report's calendar do not display.
