Events

The Events section serves as a centralized platform for managing all event-related information and interactions within the ERP system. It provides an organized view of events, facilitating efficient scheduling, tracking, and data management.

Main Features:

• Event Overview: This area displays a list of events, showcasing essential details such as:

1. Event Name: The title of the event.

2. Date and Time: When the event is scheduled to take place.

3. Location: The venue or virtual platform for the event.

4. Status: Indicates whether the event is upcoming, ongoing, or completed.

5. Assigned Employees: A list of team members involved in the event.

• Search and Filters: Users can quickly find events through a search function and apply filters based on:

1. Date Range

2. Status (e.g., upcoming, completed)

3. Department

4. Assigned Employees

5. Clients Involved

These filtering options enhance navigation and help users manage a large volume of event data efficiently.

• Add Event Functionality: The "Add Event" button allows users to create new event entries easily. Upon clicking, users are directed to a detailed form to input essential information, including:

1. Event Name: Mandatory field for the event's title.

2. Label Color: For visual categorization on the calendar.

3. Location: Where the event will be held.

4. Description: Additional details about the event.

5. Start and End Dates and Times: Selection fields to define the event's timeline.

6. Department: Dropdown for selecting the responsible department.

7. Select Employees: Fields to assign team members to the event.

8. Select Clients: Fields to involve clients in the event.

9. Event Link: An optional field for linking to a related webpage.

10. File Upload: Capability to attach relevant documents for the event.

• Event Detail View: Upon selecting an existing event, users are provided with a comprehensive overview, including:

1. Event Summary: General information about the event.

2. Participants: List of employees and clients involved.

3. Attachments: Relevant documents associated with the event.

4. Links: URLs for further information or resources related to the event.

Purpose of the Events Section

This section is designed to enhance event management by maintaining accurate, up-to-date records of all events. It supports effective scheduling, organized data handling, and informed decision-making, ultimately fostering better coordination and engagement in organizational events.