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Objective: In this lesson you will create an reoccurring event session on an existing Activity in the Calendar. 

 

  1. Open the workspace selector by clicking on the three line menu icon in the upper left corner of the system.
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  2. Select Calendar.
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  3. Select the appropriate Facility or Space from the filter for the calendar to display.
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  4. Click the appropriate Activity under the Calendar filter on the right panel.
    Note: When selected
Info
titlePreconditions
  • Login with your Program Manager ID/Password
  • User is logged in and possess appropriate access privileges

 

Description: 
Create an Parent Activity  

Steps

  1. Go to Menu Selector, top Left  
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  2. Select Calendar
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  3. Select your Facility or Space
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  4. Click the Parent Activity 
    Note: When Selected the system will apply a white circle to the left of the Activity Name
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  5. Drag and Drop drop the Parent Activity on the New Event desired event date. 
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    Complete the Date & Time 
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  6. Complete the Recurrence Pattern by selecting Weekly or Monthly
    For more info on settings see Help.
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  7. Select Overrides if the Session needs to Override any of the Parent Activity settings. 
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  8. Complete appropriate Override Tabs.
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  9. Click Save
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  10. Confirm that Session was created.
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    Expected Result

    • User should have created a Reoccurring Event Session on the Calendar.

...

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  2. Enter the detailed information on the Scheduling tab. To change the occurrence pattern use the Event Type dropdown to select Weekly or Monthly. The screen below Event Type will change based on your selection. Enter in the additional required event information.
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    For more information on the Recurrence Pattern and settings see the  Help

  3. Click on the Overrides tab if any information is different for this particular session than what is being inherited by the Activity. The information can be changed by turning on the additional tabs.
    Note: This is not required.

    Otherwise, click the "Save" button when complete.
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