TECHNICAL STRUCTURETARIFSsupport@erp-platforma.com Sign up Sign in EN
Chart to ticket

Universal work schedules

Employee work schedules are an integral part of any CRM system. But depending on the specifics of the user's business, they can be very different. In the clinic, these are the schedules of patient admission, in the telecom - the schedules for connecting clients, at the school - the schedules of classes. They all differ in structure and essence. They have different headers, different set of fields, different grids.

Our schedules are fully configurable for the client, and it doesn't matter what kind of activity the client has. Flexible structure allows:
  • configure graphics for any situation;
  • do any automation in them;
  • integrate anywhere in the interface;
  • use the chart data in any module of the system;
  • use data from any system module in graphics;
  • manage chart events;
  • build any reports based on graph data;
  • use cross-records;
  • etc.
Charts are able to take into account time overlaps. Integrate with any module of the system. Make dynamic columns depending on the specific module. For example, columns can be Full Name, Objects, Types, Views, etc. any information contained in a particular module to which the chart is attached.

Step

The graph grid step can be customized. For example, in one clinic the doctor's appointment schedule may be 30 minutes per patient, and in another 20, in the third hour.

Custom header

The chart header can be unique, i.e. it can be a set of doctors, objects, teachers, teams, etc. In general, anything from what you have in the system. Even from what we cannot imagine.

Arbitrary set of fields

Schedule records can have arbitrary sets of fields. At the same time, they have CRUD (create, read, update, delete) functions, including the use of procedures to organize complex conditions and interactions.

Fields can be lists

Any field of the chart record can be either a text or a pop-up list from some data in the system.

Fields can be links

Any graph field can be made a link to some system module. For example, it is convenient when you can get into the task itself from the work schedule for tasks.

Hiding fields

If there are a lot of fields in the record, you can collapse some of them under the cut for convenience.

Triggers

The system allows you to customize the reaction to what is happening with the recording. For example, you can write some kind of logs on actions on the record, or send notifications to employees, or even send sms to the client, etc. any action.

Cross-records

Cross records are records from different charts combined into a single chart. Or the appearance of records in other charts, when records appear in the current one.

Time Overlays

The system is able to correctly display intersections of records in time.

Time Overlays

You can build reports based on the graph data. The data storage system is organized in such a way that it can be hooked up in the report configurator. PS: we described how the report configurator works in the article “What an ideal report configurator should look like https://habr.com/post/331884 (in Russian)

Embeddability

The chart can be easily embedded anywhere on any page.

Access & Security

Access rights to the chart are regulated both by the general system of rights and within the chart by the access rights to the records according to the user's belonging to various departments or groups.
«ERP-PLATFORM» LLC © 2021