活动组织模块
| 活动组织 | |
|---|---|
| 模块ID | 0 |
| 用户手册 | 本页 |
| 开发文档 | Module Event Organization (developer) |
简介
本模块用于组织活动：
一个活动可以是大会、峰会、开发营、论坛、培训活动、虚拟大会......
一个活动是一个项目，具有特殊角色，因此它添加了更多功能：
一个活动是通过定义和跟进一些任务来组织的（但这是可选的）。
您可以将许多现有元素组合到一个活动中（报价单、发票、库存调拨等）。
您可以收集会议或展位的意见，表决和申请。
您还可以为活动收取注册费和付款。
安装
该模块包含在 Dolibarr 发行版中，因此无需安装。
配置
要使用此模块，必须首先使用管理员帐户通过菜单选项 "主页 - 设置 - 模块"启用它：
选择列出模块的选项卡。然后点击 "激活"。。
模块现在已激活。
如果在该模块的行尾出现一个齿轮图标
，则单击它以访问特定于模块的设置页面。
参数列表：
在项目通过验证时自动创建的任务标签 - ：您可以定义一个“标准”任务清单（仅输入标签清单），它们将在验证新活动时被自动创建。
在有人推荐会议时为合作方自动创建的类别：当公共表单提交后、会议被添加到活动（处于草稿状态）时，TAG会自动添加到合作方。
在合作方推荐展位时为合作方自动创建的类别：当公共表单提交后、展位被添加到活动（处于草稿状态）时，TAG会自动添加到合作方。
在用于创建/添加与会者的表单中，限定合作方的类别：出现在合作方列表中的合作方TAG
在用于创建/添加与会者的表单中，限定合作方的性质：与会者被限制为：准客户、客户、都是或者都不是
Template of email to send after receiving a suggestion of a conference
Template of email to send after receiving a suggestion of a booth
Template of email to send after a registration to a booth has been paid
Template of email to send after a registration to an event has been paid
Service used for the invoice row about a booth location
Service used for the invoice row about an attendee subscription to an event
Seed to secure the key for the public registration page to suggest a conference : secured key for public page of registration (clic on the wheel to generate)
After getting on to the Home -Setup- modules, this module can be viewed under “Projects→ Organized events”.
Usage
User permissions
Assign relevant permissions to relevant users first:
- Read (Read conference or booth, attendees)
- Create/modify (Create/modify conference or booth, attendees)
- Delete (Delete conference or booth, remove attendees
Workflow for event organization
An organized event consists into an event-project containing one or several tasks (if created) or one or several conferences or booths. Create a new event-project this way:
- Create a new event from the left bar of “Projects →Organized events” and fill in the project form with the description, dates and characteristics or your event.
- In tab "Tasks", you may find or add some tasks to do and to follow (some tasks may have been created automatically following the list defined into the setup of the module).
- In tab "Organized event", add add least one entry to the "list of conferences or booths of event project". These are, for instance, the different time slots proposed as different activities to your attendees. Choose the status of each conference-or-booth:
- Draft, if it is not ready for publishing
- Suggested, if it is not be confirmed by visitors votes
- Confirmed, if it is confirmed and can be booked
- Not Qualified, if votes were not enough to qualify it
- Done, if it is over
- Cancelled
- If your conference-or-booth is meant to be proposed by visitors and manually validated (e.g. application to a Call-for-Proposals), check the box
- Validate the draft event-project to make it usable
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Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
Export list of conferences or booth into an ICS file
To get a list of all conferences of your event, you can export them into an ICS file to have them included into any calendar.
TODO.... format this technical specifications to help documentation:
Public page for create and vote(list)
If role "Organize event" is checked on project (checkbox "Event on project), show a link on Project (on conference tab) page to a public "Page for conferences or booth" (/public/project/index.php. See example of /public/payment/newpayment.php). This page show the name or project and the public note of project and has a button "Suggest a new conference" (if field suggest conferences is on), "View and vote for suggested events (displayed only Confirmed Conférence or booth) " (vote will be control by cookies as in survey module), "Suggest a booth" (if field suggest booth is on). Same architecture than the public payment page.
Suggesting a "new conference" event from public page will add a third-party + contact record ("supplier" identified by email with the category defined into setup) if record does not exist yet (if thirdparty record found and not contact only create contact, if contact exists do nothing, if none of them create both). It will also add a record "ConferenceBooth". All submitted events will be visible with status on the second page "View and vote for suggested events".
Suggesting a "new booth" event from public page will add a third-party + contact record ("supplier" identified by email with the category defined into setup) if record does not exist yet(if thirdparty record found and not contact only create contact, if contact exists do nothing, if none of them create both). It will also add a record "ConferenceBooth". If a price for booth is defined, create an invoice and redirect to page of public payment.
Send an email from emails templates.
- If role "Organize event" is checked, add a new link to a public "Page for attendees subscription" with a form to subscribe to the event. When someone register, we will add third-party record "prospect" and add a link between third-party and project into object "ConferenceOrBoothAttendee". If a "Price of registration" has been set on project/event, create an invoice and redirect to public payment page.
Modify the public payment page so when an invoice linked to an ConferenceOrBoothAttendee is paid, the subscription is confirmed.
Send an email from emails templates.
- If the checkbox "Organize event": Add a tab on project card called "Organized event". In this tab, show list of ConferencesOrBooth with button + to add a new one.
- Can click on a conference ref to open conference record (ConferenceOrBooth card must be displayed bellow the Event/project Card (like in Project and task tab)).
- Add also button "Send emailing to contact ConferenceOrBooth" => On mass action
- Add also button "Send emailing to attendees" => On mass action
The module must add a substitution variable that will be public link to download an ICS file of the event.
Add a public url to be able to download an ICS file of an event. (inspired by public/agenda/agendaexport.php)