Step-by-step guide

  1. Open the workspace selector by clicking on the three line menu icon in the upper left corner of the system.
  2. Select Activity Catalog

  3. Create a new Activity or locate an existing Activity where the session needs to be added.

     

    Select the page for detailed information based on the action.

    Add an Activity

    Edit an Activity

  4. Once inside the activity, click on the "+" sign button.

  5. Enter the detailed information on the Scheduling tab.

    The Start and End Time are typically the same day, unless this activity occurs over multiple days.


     

    6. Enter Display Date, the Date in which you want this activity to appear on the Calendar.

    7. Select an Instructor

    If there are no instructors to choose from you must first link valid instructors to the Activity Master record. Once linked they will display in the Activity instance.


    8. Set the Registration Deadline

    Reoccurrence Pattern

     

    Single Day - Event occurs as a Single, One Day event

    Weekly Event- Event occurrences Weekly on set days of the week. e.g. Tadpole swim takes place every Mon and Wed at 0900 AM. 

    Monthly Event- This event can take place on the First, Second, Third, Fourth or Last day of the month. It can also occur on a set day of the month, like the 20th, of "X" months. "X" being the chosen occurrence. e.g. An activity will occur on the 20th of every "2" months (every other month). 

     

     

     

    Single Event

    On Single Day View:
    Start times will now default to end user's computer time to the nearest 15 minute interval.

 

  1. Set Event Type to Single Event

Select Overrides, if appropriate. 
          

3. Click "Save"

          

 

Weekly Event 

        

Please note that under Date & Time the Start and End Time share the same date. This information is just for the first occurrence. You will set the reoccurrence End date in the "Reoccurrence End Date" field.

 

  1. Set Event Type to Weekly
  2. Select the Days in which this Event will reoccur. 
  3. Set the Reoccurrence End Date, this is the last date the Event will occur. 
  4. Choose to turn ON the "Display one event at a time" if you only wish to show One Event at a time on the Calendar. Typically, this will default OFF. 

          

5. Click "Save"

         

Monthly Event

On Month View:
Start times will now default to end user's computer time to the nearest 15 minute interval.
End time will be one hour past the Start Time.

 

Please note that under Date & Time the Start and End Time share the same date. This information is just for the first occurrence. You will set the reoccurrence End date in the "Reoccurrence End Date" field.

  1. Select Event Type Monthly
  2. Select the appropriate Pattern

When using Monthly Occurrences you have two options.

  1. You can select a day of the month, then select how often it will occur.
  2. Another option is to set the occurrence for a specific pattern. e.g. The First Saturday of every month.

     3. Set the Reoccurrence End Date

         

   4. Choose to turn ON the "Display one event at a time", if you only wish to show One Event at a time on the Calendar. Typically, this will default OFF. 

        

   5. Click "Save"