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Calendar Views, Filters, and Navigation

Written by Medtrics

What it does

The calendar offers seven ways to look at the same schedule — month, week, day, agenda, timeline, board, and year — plus a category legend, a filter panel with saved views, keyboard shortcuts, live updates, printing, and a shareable link that reproduces your view for a colleague.

Who it's for

Everyone who uses the calendar: learners checking their schedule in the personal portal, faculty and coordinators reviewing program activity, and administrators monitoring events across programs or an institution.

How it works

Views. Use the view switcher in the calendar header to move between month, week, day, agenda, timeline, board, and year layouts, and the arrows or Today button to navigate dates. The header also carries a compact academic period switcher listing your real academic periods, with a Current badge on the one that is active. Choosing a period keeps the date you're looking at when it already falls in that period; otherwise the calendar jumps to the period's start date. A sidebar shows a mini calendar and the category legend; each legend entry toggles a category (with a count of loaded items), so you can hide, say, deadlines while keeping rotations visible. On smaller screens the sidebar opens from a menu button and the legend appears as tappable chips below the grid.

Mini calendar. Picking a date there moves the main calendar to that date and keeps your current view. The chosen day is outlined in month, week, and board layouts, and the chosen month is outlined in year layout. The mini calendar's own arrows page through months without changing your selected date. On a phone, choosing a date closes the sidebar so the calendar is visible right away.

Filters and sharing. The filter panel adds a search box and finer controls on top of the legend. A filter setup you like can be stored as a saved view and reloaded later. Share view copies a link that encodes the date, view, and filters you're looking at.

Timeline view. Built for scanning a whole roster's schedule side by side, it starts empty, showing "Choose a filter to see people" until you narrow the roster by role, user type, class year, or home institution, or search for a person by name. This keeps the view fast for programs with thousands of members. Once filtered, people group into rows by role (or PGY year for residents); each group carries a color accent matching the block schedule grid's role colors, and rows alternate shading for easier tracking across a wide date range. Click a group's header to collapse or expand it, and scroll down for more rows to load automatically.

Shortcuts. Keyboard shortcuts cover the common moves: jump to today, switch day, week, or month views, create a new event, and open, edit, or delete the selected event. Press ? to see the full shortcut list.

Live updates, conflicts, print. The calendar stays current while open — when events change elsewhere, the view refreshes on its own and can show a brief notification. Overlapping events are detected and flagged in a conflict panel with suggestions to reschedule. The print dialog produces a printable version of the current view.

Before you start

  • Know which layout answers your question: month/week/day/agenda for a schedule, timeline for scanning a filtered roster side by side, board or year for a wide overview.

  • The timeline view needs a filter (role, user type, class year, or home institution) or a name search before it loads anyone.

  • Saved views live only in the browser you saved them in — they don't follow you to another device.

Do this

  1. Go to /calendar and select Timeline in the view options → the timeline view opens showing "Choose a filter to see people".

  2. In the filter toolbar, choose a Role, User Type, Class Of, or Home Institution, or search for a name → you should see the roster load, grouped into rows by role (or by PGY year for residents).

  3. Select a group's header in the roster panel → confirm the group collapses or expands.

  4. Scroll down the roster panel → more rows load automatically.

  5. To keep this setup, open the filter panel and select Save current → the filter appears under Saved Views for you to reload later.

You're done when

  • ✓ The roster shows only the people your filter matches, grouped by role or PGY year.

  • ✓ A saved view you created reappears under Saved Views the next time you open the filter panel on that device.

  • ✓ A shared view link opens for a colleague at the same date, layout, and filters you had.

Boundaries and limits

  • The timeline view shows no one until you apply at least one filter (role, user type, class year, home institution) or search a name. There's no "show everyone" option, by design, to keep large rosters fast.

  • Saved views are stored in your browser on that device. They do not sync across devices or to other people.

  • A shared view link reproduces the date, layout, and filters — not your data. The recipient sees only the events their own permissions allow.

  • Legend counts reflect events loaded for the visible date range, not totals across all time.

  • Conflict detection warns about overlaps; it never blocks scheduling or resolves conflicts automatically.

  • Printing prints the currently loaded view; it is not a report builder.

Common questions

Q: I saved a view on my office computer. Why isn't it on my laptop? A: Saved views live in the browser where you created them. Recreate and save the view on the other device.

Q: If I share my calendar link with a learner, will they see everything I see? A: No. The link only carries the view settings. The learner sees the events their own account has access to.

Q: Can I see a whole academic year at once? A: Yes — switch to the year view for a twelve-month overview, or the timeline view for a horizontal span of the schedule.

Q: Why is the timeline view empty when I first open it? A: It waits for a filter — role, user type, class year, or home institution — or a name search before loading anyone. This avoids loading an entire program's roster when you only need a subset.

Q: Why did an event just appear on my calendar without a refresh? A: The calendar receives live updates. When someone creates or changes an event you can see, your view updates automatically.

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