Events - Create New/Schedule

This article will explain how to schedule the most common types of events.  You can start either from the global add  + menu or from a particular course (New Event in the drop down on the Edit button) but we will recommend using the global add + button in the Nav bar.

  1. Click the global add menu + in the nav bar
  2. Select New Event
  3. Begin typing the name of the course and select it when you see it either with the mouse or using the down arrow and Enter
  4. Choose the date for this event either by typing it in or click in the field to use the date selector
  5. Specify the time for this event and don't forget to mark AM/PM as appropriate
  6. Only change the Time Zone if you were thinking of a time other than your own, in which case choose that one
  7. If desired, enable recurrence using the switch and specify your recurrence pattern
  8. If desired, change the default registration deadline to prevent people from cancelling or registering after that point e.g. at start time is the default, but perhaps you need advance warning because you need a firm head count 2 days in advance so you choose 48 hours [verify-item]
  9. Expand the Location field and choose the event type that best fits your needs. Refer to the short descriptions for further explanation or see the documentation for the event editor for details.
    Notice how your choices that appear below change based on the course type you select here
  10. Is the capacity for this room correct? If not change it for this one event here.  To change it for the room itself so that future events will also use this capacity please go to the Training Room admin tool and make your update there as well.
  11. Review your choices and if satisfied, click Save Event

TIPS: Before scheduling many events for a course, e.g. recurring events, it is especially important to be sure you have the details right because you can't update currently scheduled events at this moment by updating the course, you have to actually update each event if you have an updated Title or description you want reflected in that event.  As they say "measure twice, cut once" applies here :)


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