Event groups
The event calendar shows you event groups. You can combine several events in an event group if required. This makes sense if you want to send several employees to the same assignment at the same time. The location (place of assignment), event type (e.g. task / responsibility) and also the assignment time can differ for each employee. Of course, you can also create just one event per event group. This makes it easier if you need to reschedule, as you can drag and drop the event group in the calendar and thus also the event.
Event users only see their own events in the calendar. When they open it, they are taken directly to the event details page. Event users therefore have no access to the data of an event group
Actions in the event calendar
Click on a colored box, the so-called event group, to open it with all the stored information.
Actions within event groups
In the event group, you define the standard data for the events to be created. Among other things, you can define the following here:
- Day and time window: A standard time window is automatically inserted. You can change this basic setting in the EMPPLAN settings under Calendar. You can also generate multiple time slots here
- Project
- Resources required: Number of users required
- Location type
- Standard location: You can select a location here.
- Standard area: Here you can select an area so that sales representatives or merchandisers can create location visits themselves.
- Dynamic location: Here you can activate events in locations that do not have to be activated in the project beforehand.
- Event type: If an event type has previously been activated in the project, e.g. setup, sales, etc., this can be used to differentiate between activities and for different customer budget evaluations.
- Event briefing: This can be used, for example, to communicate with your customer when they set up an event with the label customer request and share basic information about the planning and execution of the event with you here.
Once you have added all the mandatory information, you can save the event group, even without events, i.e. the selection of event users. This makes sense, for example, if you already know when an event is to take place, but not yet with how many or which users you will carry out the event.
The new event group is visible to you after saving in the calendar and can be clicked and edited by you at any time.