Corporate Calendar Synchronization Corporate Calendar Synchronization

Field workers require information about the planning to perform their work. Optimize My Day publishes the planning to your corporate calendar such as Microsoft Exchange or Google Calendar, providing the field worker with up-to-date information about the task schedule, the customer's location and other important information.

Synchronization with a corporate calendar has several advantages. The calendar is part of the daily life of a field worker and can be viewed easily from the web or from mobile devices. Collegues can look into the calendar of their group members. Viewing the calendar on a smartphone allows field workers to start navigation by clicking on the address or call the customer by clicking on the customer's telephone number.

Updates of the corporate calendar are required whenever

  • A new task has been planned for a resource
  • A planned task is moved to another date or time but for the same resource
  • A planned task is moved to another date or time and resource
  • A planned task has been un-planned
  • An unavailability has been added to the calendar of a resource
  • An unavailability has been updated
  • An unavailability has been deleted
  • A new exceptional working day has been assigned to a resource
  • An exceptional working day has been removed

One-Click status update

The calendar entry which is pushed to the corporate calendar contains detailed information about the task, including links to change the status of a task to Travelling, Work started or Work done. By simply clicking on the link, the status of the task in Optimize My Day is updated instantly, allowing dispatchers to monitor progress. For security reasons, the link contains a disposible token which is only known to the receiving field worker.

To start the debrief, field workers click on a link provided within the calendar entry to open the debrief form.

How to setup Google Accounts How to setup Google Accounts

Create an admin account that will later receive read and write access to the field worker calendars. Provide username and password to the Optimize My Day administrator. Create additional accounts per field worker and allow the admin account to read and write to these calendars.

Using Private Accounts

If field workers prefer to receive events on their private account, the account name must be specified in the e-mail field of the resource. Access must be given to the admin account explicitely. If no e-mail is specified, the account name as specified above will be used.

Using Optimize My Day Accounts

Google accounts are available for the Optimize My Day Google Apps hosted application. Premier accounts are available for 50 US Dollar per year. The accounts provide other features such as Google Mail, Google Chat and Google Documents.

Google Calendar Requirements Google Calendar Requirements

The Google Calendar API provides an open protocol to push information about the planning to a Google Calendar account. Updates to personal Outlook calendars on laptops or desktop PCs are feasible by using Google Calendar Sync. There are many other synchronization options including synchronization with mobile devices.

If you enable Google Calendar synchronization, you will have to specify the name and password of the Google account that will perform the updates to the Google Calendar. This admin account needs to be able to update the calendars of the resources in the configuration. An admin account should represent a non-private account that is available to administrators of the organization using the Optimize My Day configuration.