Events

You can schedule events for class resources, facilities and instructors to book them for specific dates.  

Create a New Event

Events can be created from within each entity (class resource, facility or instructor) or from the Resource Planner. 

From the Class Resources Editor

1. Go to Manage Center > Learning > Class Resource Manager > Class Resources.
2. Locate and open the appropriate class resource.
3. Click on the Schedule tab.
4. Click + Create Event.
5. Follow the steps in Configure the Event.

From the Facilities Editor

1. Go to Manage Center > Learning > Class Resource Manager > Facilities.
2. Locate and open the appropriate facility.
3. Click on the Schedule tab.
4. Click + Create Event.
5. Follow the steps in Configure the Event.

From the Instructors Editor

1. Go to Manage Center > Learning > Class Resource Manager > Instructors.
2. Locate and open the appropriate instructor.
3. Click on the Schedule tab.
4. Click + Create Event.
5. Follow the steps in Configure the Event.

From the Resource Planner

1. Go to Manage Center > Learning > Class Resource Manager > Resource Planner.
2. After you have selected the resource planner options or preset, click + Create Event.
3. Select the event type.
4. Follow the steps in Configure the Event.

Configure the Event

When you click + Create Event, the application displays a wizard to walk you through the steps for configuring the event:

1. In the first step, click the appropriate radio button to select the event type. Click Continue.
2. The second step is where you configure the event properties.  The details you enter here will vary based on the event type. When you have completed entering the properties, click Continue.
3. Step three, Check Availability, will evaluate the availability of the facility, instructor or resource for which you are scheduling the event.  Once you have confirmed availability, click Continue. Otherwise click Back to select alternative resources.
4. For module session events, select any save options as appropriate in step 4.  For example, if the event is a module session, has a future start date and learners showing interest in the course, you can choose whether to send New Sessions Available Notifications.
5. Click Book it. The dialog shows a summary of the event booking.

Event Editing

When editing a session's event details, you can mark the changes as draft and then review all your changes before saving or rejecting them. An event with draft changes to be reviewed has a dashed left border on the calendar instead of a solid one.

Events can be edited by accessing the associated class resource, facility or instructor.  Alternatively, some events can be edited from the Resource Planner using a drag-and-drop method. To edit event chips in the Resource Planner, you must have a system role with unrestricted access to the Resource Planner feature in System Roles (Manage Features > Catalog Manager Features).

Edit in Month or Week View

1. Drag event chips to another day at the same time slot. The Edit Event dialog opens.
2. Click Book to confirm the change of schedule.
3. If the event is a module session, click Mark change as draft if it needs to be reviewed.
4. Click Close. 

Edit in Day View

1. Drag the event to change its start time. The Edit Event dialog opens.
2. Click Book to confirm the change of start time.
3. If the event is a module session, select the Mark change as draft check box, if it needs to be reviewed.
4. Click Close. The event is moved to the new time slot.

Edit the Duration of an Event in Day View

1. Resize the event block to increase or decrease its duration. The Edit Event dialog opens.
2. Click Book to confirm the change of duration.
3. If the event is a module session, click Mark change as draft if it needs to be reviewed.
4. Click Close. The event is updated to the new duration.

Review and Accept Draft Event Changes

Administrators can review draft edits for events from the facility, instructor or resource Schedule tab, or from the Resource Planner. When a scheduled event has draft edits, it is shown with a dashed left border in the calendar, and there are two buttons on the Schedule tab and Resource Planner: Review Changes and Reset Changes.

You can also review a module session event by opening it in the Catalog Editor and saving the session.

1. Go to one of the following pages:

2. Click the name of the resource, facility or instructor you want to review the draft event changes for and then click Schedule. Alternatively, select View Schedule from its action menu.
3. To locate the event on the calendar you can select a date from the calendar drop-down, or click Today, or click the chevrons either side of the date range above the calendar.
4. Click Review Changes.
5. To accept and save the changes, click Save All Changes. The dialog shows the event summary information and the session associated with the event is saved.
6. To discard the draft event changes, click Close. On the Schedule tab click Reset Changes. 

To review all draft events at once for a specific date range and optional combination of resources, facilities and instructors go to Manage Center > Learning > Resource Planner.

1. To locate one or more events on the calendar you can select a date from the calendar drop-down, or click Today, or click the chevrons either side of the date range above the calendar.
2. Complete steps 4 to 6, above.