Introduction #
Silicon ioi is a feature-rich ERP, designed to enhance the efficiency of your back-office as well as that of your operators.\nWe are pleased to introduce the new version of our Multi-Agenda, a central tool for improved business organization.
Gradual migration #
The previous multi-resource agenda remains available for a few months to allow each site to progressively migrate to this new version.
New features of the version #
This version includes a complete overhaul:
- New interface
- Simplified drag-and-drop between tasks and appointments
- Confirmation system for appointments
- “Floating” appointments
- Team management
- Display of user initials
Display selection #
You have two levels of display customization:
- By profile: select the resources to display.
- By canvas: choose the visual layout of the agenda.
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Once the canvas is selected, you can switch views.
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A new selection will reset the view based on the canvas configuration.
Add a custom canvas #
Access the Doctype ioi Event Canvas to create new display canvases.
Search and filters in appointments #
Use the navigation bar to search and filter events.
- Active filters are indicated by a red badge.
Task display #
Click on a header to display the associated tasks in the left pane.
Task filtering #
Use the search area to filter the displayed tasks.
Drag-and-Drop: task ↔ appointment #
Turn a task into an appointment (or vice versa) via a simple drag-and-drop.
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A task can be reassigned to another operator.
Example: an appointment turned into a task for another user.
Appointment details #
Click on an appointment to:
- View its details
- Edit, delete, or turn it into a task
- Follow associated links.
Floating appointments #
You can define floating appointments, i.e., not fixed to a specific time of day.
- A small clock symbol indicates this type of appointment.
Appointments requiring confirmation #
In the category used, define that an appointment requires confirmation.
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You can specify which role is allowed to confirm this type of appointment.
- If the user has the required role, they will be able to confirm it directly.
- Once confirmed, an appointment can no longer be moved or converted into a task.
Easy visual association #
When creating an appointment, you can link a record (e.g., client, project, order) from the right side panel:
- Open the side view
- Search and select the record
It will be automatically linked to the created appointment.
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Use the “Clear” button to deselect the record.
Teamwork #
Define teams #
Create teams in the system settings.
Use teams in resource profiles #
Associate resource profiles with one or more teams.
Create a team appointment #
A team appointment is visible to all team members.\nYou can also link an individual appointment to a team member.
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The initials of users are displayed in the appointment information.
Automatic user initials #
When adding a new user, the system automatically generates their initials.
- This auto-generation strategy is configurable in the general settings of Silicon ioi.
- You can manually modify the initials at any time.
Compact display via initials #
For a more readable display, you can choose to display only user initials in headers.
- Click on the header to see the full user information.
