Access to the Calendar module is restricted to users with Admin, SRP or SRP (full control) privilege.
New events can be scheduled by a user with either privilege, however, any booking created by a user with SRP privilege has to be approved by a user with Admin or SRP (full control) privilege.
New events can be scheduled by a user with either privilege, however, any booking created by a user with SRP privilege has to be approved by a user with Admin or SRP (full control) privilege.
- Access the Calendar module and select the Day view.
- Select the day of the week when you intend to book the Event.
- Click and drag the cursor through the time interval you want to schedule the event for.
The Edit Event pop-up window appears.
- Type the title of the event in the Title field.
The system automatically generates a title, thus if not changed, the newly created entry will be entitled 'New Event'.
5. Adjust the starting and ending time of the event using the respective calendar icons and the hour and minute sliders within.
6. Set up repetition of the event at the Repeat drop-down. By default, the drop-down is set to None (the event is not repeated).
7. If repetition is set up, the End repeat drop-down menu is activated where it has to be determined when the repetition should cease.
8. Choose the Activity from the drop-down within which you intend to schedule the Event.
The Activity can be deleted by clicking the X in its field.
9. Make notes in the Notes field, if desired.
10. When adding event from Day view, the room is automatically added, but can be deleted and a different room can be added via the drop-down. Also, additional rooms can be assigned to the event.
In case of multiple rooms, each room has to be assigned a case, participants and resources on its separate tab.
If any overlap occurs with room selection, a message appears informing about the scheduling conflict and the automatic saving will be reversed.
In the new Day view, room(s) assigned to an Event can be displayed in the Event information bubble, by hovering over the Event.
11. Choose the Case(s) via the drop-down.
The Case drop-down is only available when an Activity has been chosen within which the Event would be scheduled. Only the Cases assigned to the selected Activity can be used.
12. Select participants using the Add Participant field in the Participants panel.
IMPORTANT: Any participant can be added independent of membership in the groups assigned to the Activity. However, if not member of a participant group, the user will not be able to submit data entry.
Adding participants not assigned to Activities is useful when reserving rooms for meetings or presentations, for instance.
Participants added who are not members of any of the groups assigned to the Activity are displayed in an orange frame. Groups, however, are not distinguished, independent of whether or not they are assigned to the activity.
13. Add the desired resources by starting to type in the Add Resource field in the Resources panel.
14. Close the window as all changes are saved automatically.
- See How to Add a New Event in Room View
- See How to Add a New Event in Week View
- See How to Add a New Event in Month View
Document upload to Events
Document upload is possible to events via the Calendar module, without a Setup sheet being added to the event (if the Inventory manager module is enabled).
Documents uploaded to events this way are only displayed in the Calendar, not in the Inventory module.
For further information, visit our Calendar Module and Calendar - How to pages, or watch our Calendar Module Training Videos.
Overview
Content Tools