Description
The VisionR module "Appointments" is used to organize and plan activities of employees, external contractors and working teams. There are calendar views (daily, weekly, monthly, yearly) showing the description and duration of assigned tasks. Personal appointments can be viewed together with project task assignments. There are sum views of working hours ordered by person, project, project task etc. Personal and company day-offs can be added to a set of official holidays.
Functional overview
- organization and planning of activities
- task assignment for employees, external contractors and teams
- task delegation on absence
- calendar views (daily, weekly, monthly, yearly)
- personal and company appointments
- e-mail reminder
- sum overview of working hours by person, project, project task etc.
- editable list of holidays
Technical details
- all appointment properties can be adjusted to the customer's needs
- layout changes are possible
- automatically generated e-mails on status changes (status tracking)
- complete internationalization
User roles
- Employee
can change their own appointments
- Representative
can change appointment data for delegated tasks
- Project administrator
can change project assignments
- Administrator
can change all appointments
Options
- Task assignment reports as e-mail notification
- Interface to other calendar software (e.g. Microsoft Outlook)
References to other VisionR modules
- Contacts
- Projects
- Documents
Module "Appointments"