Using VPGO templates

Diary template

Viewing a template

When VPGO is launched, if a Diary template has been configured for the schedule, it can be selected by pressing the corresponding tab.

This view displays all the days of a full month.

Days containing at least one event are highlighted.

When you select a day, the list of events including the day is displayed below:

Each event is identified by the characteristics described when configuring the VPGO module.

When the events list is displayed, more detailed information can be viewed for each event. To view this information, press an event.

Today's date

The current date can be selected by pressing the button.

Date

You can move forward or backward through time by pressing the corresponding arrows.

Events filters

If events filters were selected in the "Events filter" field when configuring the Diary module, events can be filtered.

To select an events filter, press the  button.

The screen below appears:

Select the filter to apply and press OK to save changes.

The name of the filter applied is shown on the button.

Resources filters

If the "Choice of Dimensions" box was checked during configuration, events can be filtered based on the list of resources for the Dimension.

To select a resource, press the button.

The screen below appears:

Select the resource and press OK to save changes.

The name of the filter applied is shown on the button.

Events and resources filters

If events filters were selected in the "Events filter" field, and the “Choice of Dimensions” box was also checked during configuration, press on the button to select a filter.

The screen below appears:

Select the filter to apply and press OK to save changes.

Searching

The events displayed can be filtered. Filtering can:

  • Filter the event lines displayed,
  • Filter based on headings and the properties displayed,
  • Condition: Contains.

Note

Note that headings and properties that are not visible in the template are not counted when checking the filter condition.

Editing an event

Pressing an event opens the editing window:

The data displayed for an event can be edited if the user has the required permissions. To edit data, press the property to edit.

Three options are available when editing an event:

  • Press OK to save the changes,
  • Press Delete to delete the event. A message appears. Press OK to delete or Cancel to cancel the deletion,
  • Press Cancel to leave the event as it is.

Warning

The delete option is only available in online mode.

Date
Changing the date

Press a date to edit it. The following window appears:

Select a date and press Define to save the changes.

Changing the time

This change is only possible if the event is hourly.

Press the date to change the time. The following window appears:

Select a time and press Define to save the changes.

Dimension

For a dimension, resources can be edited if the Dimension entity is displayed in the event.

Choose the resource for the dimension and press OK to save changes.

Creating an event

Important

If no hierarchy was defined at the configuration stage, it will not be possible to create an event.

To create an event, just press the button.

If several hierarchies were selected at the configuration stage, choose one on the following screen:

The resources for the obligatory dimensions of the selected hierarchy must be chosen on the following screen:

Press the button to cancel the creation of the event.

Press the OK button to continue creating the event. Enter the event's properties on the next screen:

Then:

  • confirm the creation of the event by pressing the OK button,
  • or cancel it by pressing the Cancel button.

Events list template

Viewing a template

When VPGO is launched, if an Events List template has been configured for the schedule, it can be selected by pressing the corresponding tab.

Events corresponding to the filter defined in the template will be displayed. Each event is identified by the characteristics described during the configuration.

When the events list is displayed, more detailed information can be viewed for each event. To view this information, press an event.

Events filters

If events filters were selected in the "Events filter" field when configuring the Events list, events can be filtered.

To select an events filter, press the button.

The screen below appears:

Select the filter to apply and press OK to save changes.

The name of the filter applied is shown on the button.

Resources filter

If the Choice of Dimensions box was checked during configuration, events can be filtered based on the list of resources for the Dimension.

To select a resource filter, press the button.

The screen below appears:

Select the resource and press OK to save changes.

The name of the filter applied is shown on the button.

Events and resources filters

If events filters were selected in the "Events filter" field, and the “Choice of Dimensions” box was also checked during configuration, press on the button  to select a filter.

The screen below appears:

Select the filter to apply and press OK to save changes.

Searching

The events displayed can be filtered. Filtering can:

  • Filter the event lines displayed,
  • Filter based on headings and the properties displayed,
  • Condition: Contains.

Note

Note that headings and properties that are not visible in the template are not counted when checking the filter condition.

Editing an event

Pressing an event opens the editing window.

The data displayed for an event can be edited if the user has the required permissions. To edit data, press the property to edit.

Three options are available when editing an event:

  • Press OK to save the changes,
  • Press Delete to delete the event. A message appears. Press OK to delete or Cancel to cancel the deletion,
  • Press Cancel to leave the event as it is.

Warning

The delete option is only available in online mode.

Date
Changing the date

Press a date to edit it. The following window appears:

Select a date and press Define to save the changes.

Changing the time

This change is only possible if the event is hourly.

Press the date to change the time. The following window appears:

Select a time and press Define to save the changes.

Dimension

For a dimension, resources can be edited if the Dimension entity is displayed in the event.

Choose the resource for the dimension and press OK to save changes.

Creating an event

Important

If no hierarchy was defined at the configuration stage, it will not be possible to create an event.

To create an event, just press the button.

If several hierarchies were selected at the configuration stage, choose one on the following screen:

The resources for the obligatory dimensions of the selected hierarchy must be chosen on the following screen:

Press the button to cancel the creation of the event.

Press the OK button to continue creating the event. Enter the event's properties on the next screen:

Then:

  • confirm the creation of the event by pressing the OK button,
  • or cancel it by pressing the Cancel button.

Resources list template

Viewing a template

When VPGO is launched, if a Resources List template has been configured for the schedule, it can be selected by pressing the corresponding tab.

Resources corresponding to the filter defined during configuration will be displayed. Each resource is identified by the characteristics described during the configuration.

When the resource list is displayed, more detailed information can be viewed for each resource. To view this information, press a resource.

Searching
Searching

The resources displayed can be filtered. Filtering can:

  • Filter the resources displayed,
  • Filter based on headings displayed,
  • Condition: Contains.

Note

Note that headings that are not visible in the template are not counted when checking the filter condition.

Editing a resource

Pressing a resource opens the editing window:

Tip

Press the button to send an email to the person.

Caution

The headings displayed for a resource can be edited if the user has the required permissions

There are three possibilities:

  • Press OK to save the changes,
  • Press Delete to delete the resource.
  • Press Cancel to leave the resource as it is.

Creating a resource

To create a resource, just press the button.

The screen below appears:

Then:

  • confirm the creation of the resource by pressing the OK button,
  • or cancel it by pressing the Cancel button.
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