VISUAL PLANNING 5.3 DOCUMENTATION

Chatrooms

INTRODUCTION

This document is the reference manual with a description about the installation and functionalities of the module Chatrooms for VISUAL PLANNING.

Reading some chapters of this manual assumes you have a good knowledge on VISUAL PLANNING. If necessary, refer to Use chapter.

DEFINITION

The Chatrooms module allow to share informations on the resources and/or the events between users of the same planner.

When a chatroom is created, users that are authorised to see these chatrooms in the Management of the permissions will be able to interact.

PREREQUISITES

Technical prerequisites

The Chatrooms module has been developed and validated for VISUAL PLANNING ESSENTIAL and VISUAL PLANNING ENTERPRISE, version 5.2.

Functional prerequisites

The Chatrooms module requires the creation of at least one chatroom in VISUAL PLANNING.

SETTINGS

Definition of the administrators

The administrator is the user that can create, modify and delete chatrooms. By default, the admin user of VISUAL PLANNING and the administrators of the planner can do these actions.

Setting a user as a Chatrooms administrator is done in the ADMIN CENTER, menu Modules > Right-click on CHATROOM > Modify > Administrators (cf. Modules management)

In a ESSENTIAL version, only the admin user can create chatrooms.

Users rights

The visibility of all or part of chatrooms for a user or agroup can be managed in the rights of VISUAL PLANNING. cf. Management of the permissions

Create a chatroom

To create a chatroom, go to Settings tab > Configuration block > Click on Chatrooms.

In the following window, click on Create a ChatRoom in the upper left. It is also possible to create a chatroom by right-clicking on ChatRooms > Create a ChatRoom.

You can define as many Chatrooms as needed.

Once the chatroom is created, the setting window appears in the right part of the window.

Specify the following characteristics of the chatroom:

Name

It is the name of the chatroom.

Description

It is the optional description of the chatroom.

History

It concerns the date, hour of the last modification of the chatroom and the login of the user who made the modification.

This property is automéatically updated.

Modify a chatroom

To modify an existing chatroom, go to Settings > Configuration block > Right-click on Chatrooms, the edition window appears.

Left-click on the chatroom you want to modify, the right part of the window is then activated.

Modify the characteristics of the chatroom (cf. Create a chatroom) and click on OK to validate modifications.

Delete a chatroom

To delete a chatroom, select the discussion and Right-click > Delete.

The following message appears:

Click on:

  • Yes to confirm the deletion,
  • No to cancel.

Use

Display

When the user is connected to the planner, if a chatroom has begun and if the user has the visibility rights on the chatroom, the chatroom can be launched:

  • by clicking on the icon in the lower right of the screen,
  • by going on the Settings menu > Extra View block > ChatRooms .

The Chatrooms will appear.

If several chatrooms exist, they will be represented into different tabs.

An opened Chatroom window does not avoid the browsing on the planner.

New elements in the chatroom

If new elements are added by another users, the icon on the lower right will be displayed like that:

These elements will have the login and the full name of the user along with the date (or the hour if the date is today's date) when the element was sent.

Write a text

It is possible to write a text in a chatroom. To do so, write a text in the writing window and send it by clicking on Send button.

Share a resource in the chatroom

It is possible to share the properties of a resource in a chatroom. To do so, go on a Resources view or a Schedule view.

  1. Drag the resource on the writing area of the chatroom window. The attached file will be placed in the lower part of the window. To send it, write an accompanying text in the writing area and click on Send,
  2. A click on the link will open the resource with a Resources Input Editor if an editor has been set for this type of resource or with the default editor.

Share an event in the chatroom

It is possible to share the properties of an event in a chatroom. To do so, go on an Events view.

  1. Drag the eventon the writing area of the chatroom window. The attached file will be placed in the lower part of the window. To send it, write an accompanying text in the writing area and click on Send,
  2. A click on the link will open the event with a Events Input Editor if an editor has been set for this type of event or with the default editor.
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