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How to Create and Manage Events

Introduction #

Creating and managing events is crucial for ensuring that all important organizational activities are well-planned and communicated. This guide provides a step-by-step process for creating and managing event details in the Cosmic ERP system.

Prerequisites #

  • Access: Ensure you have login credentials for Cosmic ERP.
  • Branch, Department, and Employee: Ensure these are set up in the system.

Steps to Create and Manage Events #

  1. Login to Cosmic ERP
    • Enter your credentials to access the Cosmic ERP dashboard.
  2. Navigate to HRM System
    • Click on ‘HRM System’ from the main menu.
  3. Access Event Setup
    • Within the HRM System menu, click on ‘Event setup’.
  4. Create New Event
    • Click on the ‘Create’ button, represented by a ‘+’ icon.
  5. Select Branch
    • Choose the branch where the event will be held.
  6. Select Department
    • Choose the relevant department for the event.
  7. Select Employee
    • Choose the employee responsible for the event.
  8. Enter Event Title
    • Provide a title for the event.
  9. Select Event Start Date
    • Set the start date for the event.
  10. Select Event End Date
    • Set the end date for the event.
  11. Select Event Color
    • Choose a color to represent the event.
  12. Enter Event Description
    • Provide a detailed description of the event.
  13. Save Event
    • Click on ‘Create’ to save the event details.

Conclusion #

By following these steps, you can efficiently create and manage event details in Cosmic ERP, ensuring that all organizational events are well-planned and communicated to the relevant participants.

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