Overview

The Calendar in SwiftComply Stormwater is a central place to view and schedule events: inspections, site visits, follow-ups, and reminders. You can connect a Google or Outlook calendar so your SwiftComply events sync with your personal or work calendar.

💡 Events are scheduled from the Calendar. If the previous scheduler version is turned on for your account (a SwiftComply setting), My Schedule also appears in the left sidebar and Manage Schedule under Settings.

Accessing the calendar

Click Calendar in the left sidebar.
The calendar opens to the monthly view. Switch between day, week, and month views using the view controls at the top.

Creating a calendar event

Click the date or time slot where you want to add an event, or click Create event.
Fill in the event details: Name and Assignee (both required), Site, Start date and End date, and Event description.
To schedule recurring events, choose a pattern from Repeat event (for example, Every Week or Every Month; Custom lets you set your own).
Click Create event. (When you edit an existing event, the button reads Save.)

Connecting Google Calendar

Google Calendar is connected from within the Calendar page, not from Settings.

From the Calendar page, click Connect with Google.
You are redirected to Google to authorize the connection.
Sign in and approve the calendar permissions.
After approval, Google is added to the calendar list on the Calendar page. To copy events to it, click the sync icon next to Google and choose Sync all events or Events starting after, or check Google Calendar under Attach to when you create or edit an event.

Connecting Outlook / Microsoft Calendar

Outlook integration is also done from within the Calendar page.

From the Calendar page, click Connect with Outlook.
Sign in with your Microsoft account and approve the calendar permissions.
After approval, Outlook is added to the calendar list on the Calendar page. To copy events to it, click the sync icon next to Outlook and choose Sync all events or Events starting after, or check Outlook Calendar under Attach to when you create or edit an event.

Holiday settings

Administrators can configure a holiday calendar under Settings > Holiday Settings. Holidays appear in the calendar view.

FAQ

Q: How do I set up a recurring inspection?

A: When creating an event in the Calendar, choose a pattern from Repeat event: Every Day, Every Week, Every Month, Every Year, On Work Days, or Custom.

Q: Does SwiftComply have a "My Schedule" or Scheduler feature?

A: Events are scheduled from the Calendar, and events you create appear for assigned users in their own Calendar view. If the previous scheduler version is turned on for your account (a SwiftComply setting), My Schedule also appears in the left sidebar.

Q: Does connecting Google or Outlook push SwiftComply events to my phone?

A: Yes, for events you sync or attach to Google Calendar or Outlook. Those events appear in your Google Calendar or Outlook and in the mobile apps tied to those accounts.

Q: Can I disconnect my calendar integration?

A: Yes. Return to the Calendar page and disconnect the integration. Existing SwiftComply events remain, but future events won't sync to your external calendar.

Navigating the Dashboard
Creating and Filling Out an Inspection Report
Understanding User Roles

Understanding the Calendar and Scheduler