﻿{
    "title":  "Surveyor Calendar Sync",
    "images":  [

               ],
    "text":  "\u003cp\u003eUse this card to connect a surveyor\u0027s own Microsoft Outlook or Google Calendar to the EnRep Surveyor Diary.\u003c/p\u003e\u003ch3\u003eBefore connecting\u003c/h3\u003e\u003cp\u003eThe tenant-level Calendar Sync setup must be completed first in System Setup. If the selected provider is not ready, this card will show \u003cstrong\u003eTenant setup needed\u003c/strong\u003e.\u003c/p\u003e\u003ch3\u003eHow to connect a surveyor\u003c/h3\u003e\u003col\u003e\u003cli\u003eSwitch on \u003cstrong\u003eEnable one-way calendar sync\u003c/strong\u003e.\u003c/li\u003e\u003cli\u003eChoose the calendar provider: Microsoft Outlook or Google Calendar.\u003c/li\u003e\u003cli\u003eEnter the calendar account email.\u003c/li\u003e\u003cli\u003eLeave Calendar id as \u003cstrong\u003eprimary\u003c/strong\u003e unless the surveyor uses a specific named calendar.\u003c/li\u003e\u003cli\u003eSave the surveyor record.\u003c/li\u003e\u003cli\u003eClick \u003cstrong\u003eConnect calendar\u003c/strong\u003e.\u003c/li\u003e\u003cli\u003eThe surveyor signs in to Microsoft or Google and accepts the requested calendar permissions.\u003c/li\u003e\u003cli\u003eAfter the connection completes, the status changes to \u003cstrong\u003eConnected\u003c/strong\u003e.\u003c/li\u003e\u003c/ol\u003e\u003ch3\u003eMicrosoft permissions shown to the surveyor\u003c/h3\u003e\u003cp\u003eBefore a surveyor can connect, the Entra app registration must have \u003cstrong\u003eMicrosoft Graph delegated permissions\u003c/strong\u003e for \u003cstrong\u003eCalendars.ReadWrite\u003c/strong\u003e, \u003cstrong\u003eoffline_access\u003c/strong\u003e, and \u003cstrong\u003eUser.Read\u003c/strong\u003e. In Microsoft Entra, open \u003cstrong\u003eApp registrations\u003c/strong\u003e, select the EnRep Calendar app, then go to \u003cstrong\u003eAPI permissions\u003c/strong\u003e and add any missing delegated permissions under Microsoft Graph. Select \u003cstrong\u003eGrant admin consent\u003c/strong\u003e where the organisation requires administrator approval.\u003c/p\u003e\u003cp\u003eMicrosoft may then ask the surveyor for permission to read and write calendar events, keep access after sign-in, and read the basic user profile. Some organisations require an Entra administrator to approve these permissions before surveyors can connect.\u003c/p\u003e\u003ch3\u003eGoogle permissions shown to the surveyor\u003c/h3\u003e\u003cp\u003eGoogle may ask for permission to manage events on the connected calendar. The surveyor should only approve this for the calendar account they use for work appointments.\u003c/p\u003e\u003cdiv class=\"alert alert-warning\"\u003e\u003cstrong\u003eGoogle connection warning:\u003c/strong\u003e if Google says the app is blocked or not verified, the surveyor account is not yet approved for the Google OAuth app. In testing, an administrator must add the surveyor\u0027s Google account as a test user. For wider live use, the Google app must be submitted to Google for verification before the warning is removed.\u003c/div\u003e\u003ch3\u003eWhat happens next\u003c/h3\u003e\u003cp\u003eWhen administrators create, move, reassign, or remove diary appointments, EnRep queues a calendar update for this surveyor. The scheduled sync worker then creates, updates, or removes the matching event in the surveyor\u0027s connected calendar.\u003c/p\u003e\u003ch3\u003eStatus messages\u003c/h3\u003e\u003cp\u003e\u003cstrong\u003eNot enabled\u003c/strong\u003e means calendar sync is switched off for this surveyor.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eTenant setup needed\u003c/strong\u003e means the system-level Microsoft or Google credentials have not been saved yet.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eReady for sync setup\u003c/strong\u003e means the surveyor details are saved but the calendar account has not been connected yet.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eConnected\u003c/strong\u003e means EnRep has permission to sync appointments to this surveyor\u0027s calendar.\u003c/p\u003e\u003cdiv class=\"alert alert-info\"\u003e\u003cstrong\u003eOne-way sync:\u003c/strong\u003e EnRep remains the master diary. Change appointments in EnRep, not in Outlook or Google.\u003c/div\u003e"
}
