Calendar event types and scheduling visits from the calendar
Key Takeaway
A rep can schedule a visit during their own time off territory (TOT) only when the org-wide "Time Off Territory Rules" setting is turned on and the TOT overlapping rules configured for their profile allow the overlap.
The Life Sciences Customer Engagement Calendar is where field reps see and plan their work. That work includes visits, time off territory (TOT), managed events, non-customer-facing general events and assessment tasks. Reps use the calendar to schedule activities with best time suggestions, avoid conflicts and build optimized daily plans. What reps can create, and when, depends on what an admin sets up: the event types and the conflict rules.
Calendar event types
An admin with the "Life Sciences Commercial Admin" permission set creates calendar event types in Admin Console under Planner > Calendar Events. Users can only create the event types that an admin has set up.
Each standard event type is backed by an object. The table shows that object and the "Optional" value in each type's calendar event type record.
| Standard event type | Object | Optional |
|---|---|---|
| Time Off Territory | Territory User Downtime | false |
| General Event | Event | false |
| Planned | Visit | false |
| Confirmed | Visit | false |
| Completed | Visit | false |
| Holiday | Holiday | false |
| Assessment Task | Assessment Task | true |
| Managed Event | MngEvent | false |
A visit isn't one event type but three: Planned, Confirmed and Completed. Each one has its own indicator color, so a rep can see a visit's status on the grid without opening the visit. The "Event Indicators" menu option shows the color assigned to each event type.