Application Store - Intrexx Share 2.1 - Planner

With this add-on, appointments can be suggested and then released for voting to a selected user group. The Planner add-on can be imported into your portal as usual.



When you open the add-on in the browser you'll also find the navigation bar from Intrexx Share that enables you to directly switch to Intrexx Share. You can also switch to the add-on via the navigation bar from within Intrexx Share. In doing so, you'll barely notice that you've left Intrexx Share and are now in the Planner add-on. Intrexx Share and Intrexx Share add-ons flow seamlessly into one another.

1. Create appointment suggestion

To find a new appointment, click on "Find appointment".

Title

Enter a title for the event here.

Location

Enter the location where the appointment will take place.

Description

Provide your appointment with a description here.

How long is the appointment (in hours)?

Enter the duration of the appointment in hours here. Click on Next when you've filled in the form.

Event is public. All users can see and take part in the event.

With this setting, all Intrexx Share users can see the event.

Add participants

Shows the lists "Select entries" and "Selected entries". Move the users, who should see the event, to the "Selected entries" list by double-clicking on them.

Participants may suggest appointments

The users selected as event participants can suggest their own appointments when this setting is activated.

Add appointment suggestions

Opens a calendar where the appointment can be selected. All of the suggested appointments will be listed in the table beneath the setting can be edited by clicking on "Select data set".

Do you want to change the status?

One of three statuses can be defined here:

Inform those invited via email

All of the users selected above will receive an invitation via email. For this to work, the Email service tool needs to be activated in the Tools module. Click on "Save".



The event will now be shown in the middle of the overview page.

2. Edit appointment suggestion

Click on the title of the appointment suggestion to select it.



Provided the appointment is still in the draft phase, you will find four buttons in the left column.

Suggest new appointment

Opens a page where a new appointment can be suggested.

Edit

Opens the edit page where the appointment details can be modified.

Voting

Shows the current status of the voting.

Delete

Completely removes the appointment.

Click on "Back to overview" to return to the app's homepage.

3. Voting




Simply click on one of the dates to confirm.



The appointment will then change color and your confirmation will be added to the total of all confirmations.

New appointment

If participants are allowed to make suggestions, you'll see the link "New appointment" beneath the appointment dates. You can added a new suggestion by clicking on this button.

Analysis

Displays the results as a percentage.

Voting

If the appointment has been Released for voting, the "Voting" link will be shown here.



Clicking on this link will display an area where the current voting status for each participant is shown. Click on the "None of the suggestions are suitable!" link to reset your votes.

4. Filters

Filter by term




Enter a search term here. Only the appointments will then be shown in the middle area that contain the term entered.

Categories

Finalized

With this setting, appointments that have already been finalized will also be shown.

5. My events




On the right-hand side, you can reach all of the events that you've created here.

6. My last votes




You can see all of the events that you've voted on here.

7. Legend




The legend explains the colors for the boxes for the dates, based on whether you or others have confirmed the date.

8. Permissions

So that the Planner is available with all of its functions you need to give the users, who will create and contribute to the polls, the following permissions: