Calendar and requesting

The calendar serves as an interface for planning experiments and other procedures. The user can request actions from the facility staff and other users, or plan an action or a task for oneself. To create a request, click Add request in the Action menu or click the Plus button in the calendar. By default, all users can add requests, but this right can be restricted for each request type in Admin/Permission groups.

It is possible to choose from the following request types:

• Setup fish for crossing - Transfer fish to the breeding tanks on a specific date.

• Crossing - Cross the fish on a specific date (this generates two requests: a request to setup the fish for crossing one day ahead, and a request for crossing on the date specified in the request).

• Fish - Produce fish of a desired age by a certain date. Requests for crossing and setup for crossing will be generated automatically accordingly to the requested fish age.

• Transfer - Transfer a substock to a defined position in the facility.

• Terminate - Terminate a substock in the facility on a certain date.

• Import - Import a fish stock/fishline from a source outside the facility.

• Export - Export a fishline/stock to a different facility.

• Genotyping - Perform genotyping on the selected substock.

• Mobilize - Special treatment of a fish substock for a defined period, e.g. special feeding regime or mating. The treatment should be described in detail in the Description field.

• Custom - This request type allows the specification of any custom request.

Browsing

Calendar view

The calendar can be displayed in the form of a weekly or monthly view. A filterable list of all requests is available in the Requests submenu.

Filtering

The default view shows only requests relevant to the specific user, i.e. the user's assignments, submissions, or general entries not assigned to any specific user (i.e. available for any user to accept). To change this, click Show all requests in the top left corner.

You can search for requests based on the assignee, submitter, request status, room, or request type. It is also possible to search for keywords in the request descriptions.

Workflow

When a new request is entered, it will be displayed in the calendar. A notification will be sent to in-app or other channels (see more in Notifications). In case the assignees are specified, the notification will be sent only to them, otherwise, the notification will reach all users.

Statuses

By default, all users are allowed to change the status of any request (i.e. accept, perform, decline, or unassign themselves...). The statuses are color-coded in the following manner:

• grey - new, unassigned request
• light blue - request assigned to a specific user(s)
• blue - accepted request
• green - performed request
• red - declined request

A yellow bar on the left side of the request indicates a request associated with the user (it has been either entered by this user or assigned to him/her).

Further information about the request (i.e. the requested task and the assignee) can be viewed either in the request detail or by hovering over it with a cursor.

The changes in the status are visualized in the request detail, including user comments. Comments can be added to a request independently of any action, or can be connected to a specific action. For the action Decline, it is mandatory to enter an explanation before saving the action.