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Planning and managing the personal and corporate agenda of all users accessing the system within the organization is done through the Agenda Module. The employee displays all agenda records (except personal records) in the department, branch and network in which he/she is included through the network agenda. In the agenda, reservations are made for physical assets (meeting room, automobile, projector, etc.) in common use of the organization, related to the events. Information about who reserved the physical asset, for which event, and at what interval, is displayed and a new reservation record is made. Since the agenda works integrated with other modules such as opportunities, interactions, trainings, projects, tasks, sales visits, HR permissions, the planning made in the modules is followed through the network agenda. Meeting minutes recording, recurring recordings, SMS, e-mail notification and timed warning mechanism through the system, Google calendar integration, recording and tracking of time spent on the meeting, guest book can be tracked under the Agenda module.

Path:Intranet > MyPortal > Agenda

Agenda Functions

Person, department, branch, company and network agenda
Unlimited event category definition
Shared resource availability inquiry and reservation
User availability control
Scheduled web, e-mail and SMS alerts
Online meeting planning
Meeting minutes recording and tracking
Full integration with Project Management and other Workcube modules
Time zone support
Visitor Tracking
Agenda activity on the web publishing
Recording and tracking of time spent on the meeting
Recording and tracking of digital documents related to the agenda
Tracking of employee leaves recorded in the HR module via the agenda
Training planned in the training module via the agenda
Tracking of the events planned in the Campaign / Event module via the agenda
Following the visits planned in the Sales Visit Planning module via the agenda

In order to perform operations in the Agenda module, you must have authority in the module and processes.

Authority Groups

Control Panel > System > Security > Authorization Groups

In order to perform operations in the Agenda module, the user must first have authority to the Agenda Module under the Intranet in the Authorization Group to which he belongs. If the user needs to see the Agenda-related reports in the Standard Reports outside the module, the Report User box should also be checked.

You can also authorize users on an event basis. For example; Like you can record the calendar but not update it.

Hint: For detailed information about the authorizations, you can review the Authorization Groups document.

Process-Stages

Path: Control Panel > BPM > Processes

In order to manage agenda transactions, first the process is defined and then the stages are defined. Stages; It is the operation of an authorization-approval mechanism where certain users are given certain powers. You can define more than one process group in the process stages and assign predetermined positions to these authority groups. Thus, a position may be authorized at one or more stages of one or more processes.

Process-Stages vary among businesses. You need to tailor your flow to suit your business. These processes run in the transactions and updates made in the module and are continued by selecting stages.

Tip: For detailed information about the processes, you can review the "Process Management and Workflows" document.

Before Use

General settings are checked.
Parameters are entered.
Workflow and processes are designed.
Authorities are given.
- Module Authorizations
- Company Authorizations
- Branch Authorizations
- Process Stage-Workflow Authorizations
XML settings are made.
Page designer is edited.
Output templates are added.

Calendar Job Functions and Implementation Steps

Modülü %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Event Category / settings.form_add_event_cat Param Wiki

Yapılacak olan toplantı vb. ajanda kayıtlarını sınıflandırmak için kullanılır.

Calendar Definitions / agenda.form_settings Param Wiki

Bu alanda girilen parametreler, ajandaya olay eklenmek istenen her seferinde ekrana otomatik olarak dolu gelecek kısımları belirler. Sık sık aynı olay girişleri yapılan durumlar için kullanışlıdır.

Document-Form Templates / settings.form_add_template Param Wiki

Belge şablonları bilgi kayıt, ekleme, cevap ve takip notlarının hızlı, kolay ve standart kalitede girilmesini sağlamak amacıyla kullanılır.

Calendar,Process Design / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Calendar,Page Settings / agenda.view_daily Xml Setup Wiki

Workcube Ajanda, olay ve etkinliklerinizi sınırsız kategoride kaydedip yönetmenizi sağlar. e-posta ve sistem içi uyarılarla bilgilendirilirken, paylaşımlı kaynakların müsaitliğini sorgulayabilir ve rezerve edebilirsiniz. Kişisel, departman, şube ve şirket ajandalarınızı tek bir yerden yönetebilir, ajanda kayıtlarınızı proje ve işlerinizle ilişkilendirebilirsiniz. Harcanan zamanı takip edebilir, toplantı notlarınızı Mindmap Designer ile dijitalleştirip ajandanıza entegre edebilirsiniz. Ayrıca Google Takvim ile senkronize olarak tüm etkinliklerinizi tek bir platformda birleştirir.

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