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
When you open the add-on in the browser you will also find the
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 will barely
notice that you have 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".
Enter a title for the event here.
Enter the location where the appointment will take place.
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 have 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.
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:
The appointment suggestion has not been released and is not visible to
Release for voting
The appointment is shown and can be voted on.
The users have voted and the appointment has been finalized.
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
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.
Opens the edit page where the appointment details can be modified.
Shows the current status of the voting.
Completely removes the appointment.
Click on "Back to overview" to return to
the app's homepage.
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.
If participants are allowed to make suggestions, you will see the link
"New appointment" beneath the appointment dates.
You can added a new suggestion by clicking on this button.