Events

From MintHCM Wiki

Revision as of 12:30, 7 December 2023 by Leopoldj (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

Events
Name: Events
Tech Name: FP_events
Class Name: FP_events
Type: Standard
Template: Security_groups, Assignable, Basic
Custom Module: No
Auditable: Yes
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

The Events module within MintHCM is a tool designed to facilitate event scheduling and management within an organization. It offers functionalities to create, track, and organize various events efficiently.


Screens


Overview

This module is integral for handling event-related activities. It offers a comprehensive set of features to create, manage, and oversee events within an organization. Beyond scheduling, it records vital event specifics like start and end dates, duration, budget allocations, and location details. Users can assign responsibility, associate venues, manage delegate selection, and even send event invitations using predefined templates

Fields

The Events module comprises several standard fields, each serving a specific purpose in capturing and organizing Event-related information. Here is a detailed explanation of each field:

Name A distinctive title for the event, serving as a primary identifier across the system's interface.
Start Date Scheduled date and time when the event begins.
End Date Expected completion date of the event. This field fills up automatically if 'Start Date' and 'Duration' fields are filled prior to this field. After that it can still be modified and it'll alter 'Duration' field accordingly to it's value.
Duration Time span allocated for the event. This field fills up automatically if 'Start' and 'End Date' fields are filled prior to this field. After that it can still be modified and it'll alter 'End Date' field accordingly to it's value.
Locations Establishes a relationship with the Locations module, linking the event to a specific venue or space where it will occur.
Budget Specifies the allocated budget or financial resources assigned to the event for cost management and control.
Email Invite Template Relationship to email templates within the system, enabling the selection of specific templates for event invitations.
Accept and Decline Redirect URLs URL to redirect invitees who accept or decline the event invitation.
Description Allows users to provide additional context or details related to this particular event they are scheduling. It can include any information that seem relevant to this particular event.
Assigned to Assigns responsibility to a specific user or team within the organization for overseeing the event. It ensures clear ownership and accountability for each event record.

Note: Fields marked with an asterisk on the form are required. Saving the record without providing input to them beforehand won't be possible.

FAQ

Are event records visible on the calendar module and dashlet?
Yes, event records are visible and integrated into both the Calendar module and the Calendar dashlet. When events are created within the Events module, they automatically populate the system's calendar.
Can I change event details directly from the calendar view?
Yes, it is possibble to edit the time frames of the scheduled event by clicking and dragging it across the calendar grid.
Can I customize email invites for events?
Yes. Please refer to Email Templates module for more details.

Custom Actions

Processes

Related Processes

ProcessShort Description
CalendarIt is a functionality that allows the user to manage and track time in terms of meetings, working times, calls, holidays.
Time ManagementThe process of planning the time spent on various activities, which aims to increase the efficiency of the time used

Related Process Steps

Related Features

Related Integrations


Structure

Relationships

LaftTypeRightShort DescriptionRelationship
Usersone-to-manyEventsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - FP_events
Usersone-to-manyEventsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - FP_events
Usersone-to-manyEventsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - FP_events

Mentioned in other articles


Technical Description

Dev Notes