Overview
Currently, when a ticket is assigned and scheduled, there is no automatic linkage between the scheduled event and the assigned technician’s calendar. This requires manual entry or coordination outside of ITFlow. The goal is to improve scheduling efficiency and technician visibility by automatically syncing scheduled tickets with the appropriate user calendars.
Proposed Enhancements
Automatic Calendar Linking
- When a ticket is assigned and scheduled, the system should automatically create a calendar entry for the assigned technician.
- The event should be tied to the technician’s user account and appear on their personal ITFlow calendar view.
Manual Assignment Field (Optional)
Add a “Assign to User” dropdown or field within the scheduling interface.
Allow the scheduler to explicitly select which user (or multiple users) the calendar event should be tied to, rather than relying solely on the ticket’s assigned tech.
Multi-Technician Support
Allow multiple technicians to be linked to a single ticket’s calendar event.
Each technician would have the event appear on their respective calendar.
Ideal for larger onsite projects or multi-tech service calls.
Requirements / Technical Notes
Event Data Linkage
- Each calendar entry should reference:
- Ticket ID
- Assigned technician(s)
- Start/end time
- Client/site location
- Updates to the ticket’s schedule should sync to the related calendar entries.
Permissions
Future Enhancement Possibilities
Integration with external calendar systems (e.g., Google, Outlook) for cross-syncing.
Configurable notifications for assigned techs when schedule changes occur.
Goal
Improve workflow efficiency by automatically linking scheduled tickets to technician calendars, ensuring accurate scheduling, better visibility, and coordination for both single- and multi-tech projects.