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Feature - EPA Calendar integration

Feature - EPA Calendar integration

 

This work is available in 4.26.0

The aim of this development is to allow users to link to external calendars, such as Google calendar or to use non-domain Microsoft calendars.

Profile Screen changes

We have made a number of changes to the Linked Accounts tab on the User profile screen to incorporate the new setup required for incorporating the user’s external Microsoft and Google calendars. These changes are listed below:

Example of linked calendars

 

  • We have separated the link buttons into the provider’s headings, “Google” and “Microsoft” respectively

  • Added a new calendar section for Google and Microsoft, when the account has been linked

    • This includes a toggle to enable or disable calendar support

    • A dropdown is also shown which will fetch a list of the user’s calendars. They can then select up to 20 calendars to be included in their availability calculations

  • Added a confirmation popup when unlinking an account

  • A warning will be shown under the correct integration if they have been notified that the connection has expired

  • Tooltip against the Google entry on Linked accounts to explain when you tick the calendar availability you consent to the connection between Google and epaPRO

Notifications

Two new notifications have been added to epaPRO to accommodate the new extensions to our Microsoft and Google integrations.

These notifications are:

  • Microsoft Integration Expired - Sent to the user when epaPRO fails to automatically refresh their Microsoft link

  • Google Integration Expired - Sent to a user when epaPRO fails to automatically refresh their Google link

These notifications are by default enabled for all users. We recommend they are kept enabled, as this will inform the user if an availability calculation was not as accurate, as it could be due to their Google or Microsoft link expiring.

Microsoft Individuals

We have extended our Microsoft 365 integration to add additional support for an individual user being able to link their Microsoft account.

Note: that any users that have already linked their Microsoft account via the “Link your account with Microsoft” button on the user’s profile will need to unlink their account and relink it for these changes to apply.

This ticket has some considerations, please see the “Considerations ” heading for details.

This will provide additional data for the availability calculations within epaPRO, especially when the user is not part of the Awarding Organisation’s Microsoft organisation.

The screen changes for linking accounts are covered in Profile Screen changes, please see link on how the Linked Accounts screen has changed.

The extension to the Microsoft integration means that the Planning Meeting Booking availability calculation and the EPA Availability calendar, will now take into account this new data point if the user has linked their account to Microsoft and has selected one or more calendars to include in the calculation.

Planning Meeting Booking

The slots generated for the planning meeting booking screen will now use the user’s linked Microsoft account if they have one. This will take priority over checking the linked organisation account. The functionality of this screen remains the same and it just now takes into account additional data if it’s available.

EPA Availability

The EPA Availability calendar, shown when booking an element, will now include the new events the user has in the calendars they select when linking the Microsoft account. As with the existing organisation link this will show as “Busy” blocks if the user is not available.

epaPRO has a setting that can be enabled called “Show Events Details” under the Microsoft Teams tab. This setting for organisation accounts, will show the title of the event within epaPRO, this is not the case for a Microsoft account that a user has linked. Even if this setting is enabled, epaPRO will replace the event’s title with “Private Event”. This is because the user may be linking their personal Microsoft account, that isn’t linked to the AO’s Microsoft account.

Google Individuals

Note that any users that have already linked their Google account, will need to relink it following these changes.

We have extended our Google integration to now support the user’s calendars and feed additional data into the availability calculations within epaPRO.

There have been some screen changes to the linked accounts tab on the user profile, see Profile Screen changes for details.

After linking Google to your epaPRO account there will now be new Calendar options, similar to the Microsoft extension, this allows the user to select calendars they would like to be used for availability calculations within epaPRO. The events on these calendars will then be fed into the Planning Meeting Booking slot system and EPA availability calendar.

As part of this development, we have also laid the foundation for creating events on the user’s Google calendar, for example when a meeting is booked, it could then be added to the user’s Google calendar too, this is not yet fully implemented and so availability information is all that is provided.

Planning Meeting Booking

The planning meeting booking calculations will now make use of any Google calendars users have linked to epaPRO. The events on their calendar that are set to “Busy” will now make them unavailable during that time.

EPA Availability

When booking elements the EPA Availability calendar will now show blocks where an event exists on the user’s link Google calendar if they have added any.

This will show “Busy” events when the EPA is unavailable due to a conflicting event on their Google calendar.

 

During the linking process Google will request the user ticks the permissions they would like to grant to epaPRO.

So that availability calculations are supported for the user, the three calendar permissions must be ticked, otherwise, epaPRO may be unable to retrieve events from the user’s calendar. (see below)

 

Example of the permissions from Google

 

Considerations

This work has meant a number of changes and improvements were made behind the scenes to our existing organisation-based Microsoft 365 integration.

This means that you may need to relink the organisation account, if the availability is not showing as you intend.