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Calendar

v6.0 - Last Mod.: 07/27/2009
In the calendar you can manage private and public events and assign types to each event. There are different views available.

1. Calendar

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Calendar.
You get to the Calendar View of your own events.
  • By clicking List View in the navigation on the left you can change the view. Your private events are then listed among each other.
  • By clicking Calendar View you get back to the common calendrical view.
  • By clicking the tab My Events you can view your private events. You can switch between calendar view and list view.
  • By clicking tha tab Public Events you can view public events. You can again switch between calendar view and list view.
  • By clicking the tabs Day/Week/Month/Year in the calendar view you can zoom in or out in the calendar.

1.1 New Event

Note: You can make settings for the creation of a new event, q.v. 2.1 General.
  1. Click the tab New Event.
Tab Details & Timeframe
  1. Choose in the area Visibility who is supposed to view the event, e.g. Only me to make the event private.
  2. Enter in the field Title a title for the event, e.g. Lunch.
  3. Choose from the selection box Categoriy a matching category.
  4. Choose from the selection box Type a matching type, e.g. Reminder.
    To add new types, q.v. 2.2 Event Types.
  5. Enter in the field Description a description, e.g. Lunch with Mr Smith.
  6. If required enter in the area Questions one question per line, which can be answered by the participants.
    Note: The area Questions is not available if you are creating a private event, which means that the visibility is Only me. With public events the section Questions is available. You can change the type of questions respectively the type of answers in the settings (Checkbox/Text Field), q.v. 2.1 General.
  7. Choose in the area Date & Time from the selection boxes the Begin and the End of the event.
  8. Activate the checkbox All-Day if the event is a full-day event.
  9. Activate the checkbox Reminder if you want an automated reminder email. Select from the selection boxes Time Frame up to two time frames, when the reminder email(s) should be sent.
  10. Click the button Save when ready.
Tab Location
  1. Enter in the field Place the corresponding place, e.g. Restaurant Il Italiano.
  2. Enter in the field ZIP/City the zip code and the city.
  3. Enter in the field Street the street.
  4. Enter in the field State the state.
  5. Choose from the selection box the Country.
  6. If required enter in the field Details further details.
  7. If required enter in the field Website/Link a link.
  8. Click the button Save when ready.
Tab Attachments
  1. Click the button Browse to select a file from your system.
    A second window opens up.
  2. Choose the desired file from your system/PC.
  3. Click the button Open in the second window.
    The second window closes.
  4. Click the button Upload.
Repeat this procedure to attach further files to the event.
To delete a file, click the icon Delete.

Tab Image
  1. Click the button Browse to select an image from your system.
    A second window opens up.
  2. Choose the desired image from your system/PC.
  3. Click the button Open in the second window.
    The second window closes.
  4. Click the button Upload.
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1.2 Plan a visit

  1. Choose from the calendar view or list view the event, to which you want to plan a visit.
  2. Clickt the Title of the event.
  3. In the summary click the link Plan a visit.
  4. Activate in the area Your Visit the checkbox matching to you, e.g. Yes, I will participate.
  5. Answer the Questions: Activate the checkboxes, if you want to answer them with a "Yes" or enter text in the text fields.
  6. Activate in the area Visibility, who is supposed to see your participation.
  7. If required edit the Title.
  8. If required enter a Note.
  9. Choose from the selection box in the area Plan your visit your participation time.
  10. Activate the checkbox All-Day, if the event is a full-day event.
  11. Click the button Save when ready.
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1.3 Edit

  1. Choose from the calendar view or list view the event, you want to edit.
  2. Click the Title of the event.
  3. In the summary click the link Edit.
  4. Edit the event, q.v. 1.1 New Event.
  5. Click the button Save when ready.
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1.4 Delete

  1. Choose from the calendar view or list view the event, you want to delete.
  2. Click the Title of the event.
  3. In the summary click the link Delete.
  4. Confirm the erasing procedure by clicking the button OK.
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2. Settings

Here you can make settings regarding the creation of new events and event types.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Calendar.

2.1 General

  1. In the navigation on the left, below Settings click General.
Area Shortcuts
  1. Activate the checkbox Event Shortcut to show the shortcut.
    Note: This functionality assumes that your server is configured with the appropriate functionality. If you are unsure, please contact us.
  2. In the area Path you can view and edit the path of the shortcut.
Area New Event
  1. Activate in the area Visibility who can be selected when creating a new event.
  2. Choose from the selection box Preselection of visibility who should be preselected.
Area Participants
  1. Activate the checkbox Plan a visit if guest should be able to plan a visit to the event.
  2. Choose from the selection box Options the options for the answers.
  3. Activate the checkbox Questions for Participants to enable the possibility of asking questions to the participants.
  4. Choose from the selection box Question Type the kind of questions.
Area Views
  1. Activate the checkbox Calendar View if members should be able to select the calendar view in the portal.
  2. Choose from the selection box Default View the view which should be activated by default, when members open the calendar.
  3. Choose from the selection box Standard Type the event type which should be activated by default, when members open the calendar.
  4. Choose from the selection box View of month, if only the chosen month should be visible or also the last and first days of the previous and the following months.
  5. Choose from the selection box Beginning of the week when the week should begin.
Area Images for public events
  1. Activate the checkbox Images to enable an upload for images.
  2. Choose from the selection box Directory the directory.
  3. Click the button Save when ready.
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2.2 Event Types

  • In the navigation on the left, below Settings click Event Types.
All existing types are listed:
  • Icon Shows the assigned icon.
  • Name Shows the name of the type.
  • Assigned Events Shows how many events are assigned to teh type.
  • Edit By clicking the icon you get to the editing mode.
  • Delete By clicking the icon you can delete the type.
    Note: Types given by the system cannot be deleted.
Add
  1. Click the tab Add.
  2. Enter in the field Name a name.
  3. Click in the area Icon the link Select icon to select an icon for the type.
  4. Click the button Save.
Edit
  1. Choose the type you want to edit.
  2. Click the icon Edit.
  3. Edit the type as desired.
    Note: Names of given types by the system cannot be edited.
  4. Click the button Save.
Delete
  1. Choose the type you want to delete.
  2. Click the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
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