Scheduling
- 24 Aug 2023
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Scheduling
- Bijgewerkt op 24 Aug 2023
- Afdrukken
- Pdf
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Description
With the menu item Schedule, a calendar of tasks can be maintained for a specific user. It contains an overview that is divided per week, where a day contains two entry fields. Here you can place activities that the user must perform during that part of the day.
Administrators can create these activities in the Activities menu item. The content of an activity can be filled in entirely according to your own wishes. It is also possible to add specific data. Think of a contact person that the users must approach.
The planning serves as an internal overview for all non-participant roles. So it cannot be used by the 'participant' role.
Example
The planning can be used as a (work) schedule. If all users have fixed tasks that recur every week, this schedule can be tracked. Participants can fill in the planning themselves. If there are irregular working hours or the activities differ per day/week, the planning is flexible. It is also possible to assign a certain planning type. Please contact Paragin to use this feature.
Settings
Activities can be created via the menu item 'Activities' and are required to use them in the planning. Click on 'Add an activity' in the overview. At least the general data will be available here. Enter a name and optionally an internal and/or external description. If an activity has been set up as desired, save it. The activity is automatically set to active and can be used in the planning.
Additional fields may also be enabled, but this can differ greatly per environment. Ask Paragin for possibilities.
Is an activity not visible in the schedule? Check in the activity manager that it has not been set to inactive. Go to the 'Inactive' tab to view disabled activities and set them to active.
Go to the menu item 'Planning' to add activities there. Above is an example of an empty schedule. Each day contains two entry fields. Click on one of the fields to open the activities for this day.
Activities can be added in the next screen. Click on the 'Activity' button at the top right to enter a start and end time, any recurrence and a description. It is also possible to select one from the list of activities at the bottom of the screen. Do this by simply clicking on the name of the activity. This is then automatically filled in in the settings.
Internal module name: planning
Disclaimer: This text was automatically translated from the Dutch version.