OSU Events Calendar Use and Administration What We’ll Be Covering… General Calendar Elements • Getting Started – – Interfaces & Features Views Personal Event Calendar • Logging in • Configuration – – Preferences Details • Event Management – – – – – Submit Event Edit Event Copy Event Create Recurring Event Delete Event Shared Event Calendars • Request a Shared Calendar • User Management – Access Levels & Permissions – Add User – Remove User • Event Management – – – – – Approval Queue Edit Events Delete Events Multiple Event Submissions Primary Calendar Reassignment • Layered Calendars – Personal – Public – Personal Calendar Sharing Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 2 General Calendar Elements: Getting Started The OSU Events Calendar is: • A flexible, feature-rich web application, located at http://calendar.oregonstate.edu • An event distribution hub for a variety of activities at OSU • Available to any individual possessing a valid ONID ID • Viewable by the general public, if desired by the calendar administrator(s) Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 3 General Calendar Elements: Interfaces - Basic Interface The Basic Interface: • Default interface • Contains 9 components – – – – – – – – Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 4 Advanced Interface Link Login Link Events List Mini Calendar View Switch Layer Selector Related Links List Tools List General Calendar Elements: Interfaces - Advanced Interface The Advanced Interface: • 10 components – – – – – – – – – – Date Range Scroller Tools/Basic Interface Link Events List View Switch Calendar Selector Search Mini Calendar Layer Selector Login List Calendar List • Provides three additional Views Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 5 General Calendar Elements: Views A View is the manner in which information is displayed The Advanced Interface provides four different View options: • Today • This Week • This Month • Event List Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 6 General Calendar Elements: Views - Today View Click on the Today icon to view a single day • Good for small or personal calendars • Good for calendars that don’t have very many simultaneous events • Note the color coded blocks Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 7 General Calendar Elements: Views - Week View Click on the Week icon to view a week’s worth of activities • Seven-day grid • Shows only start times and event titles • Note color coding of start times Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 8 General Calendar Elements: Views - Month View Click on the Month icon to view a month’s worth of activities • Laid out like a wall calendar • Shows only start times and event titles • Note color coding of start times • Can become very large for some calendars Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 9 Personal Calendar All members of the OSU community who possess a valid ONID Network ID have their own personal OSU Events Calendar. Personal calendars are automatically generated, you do not have to request one. The personal calendar works in exactly the same way as the big, shared calendars that departments use. With your personal calendar, though, you are automatically the administrator. This is a good place to start learning… Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 10 Personal Calendar: Logging In To log in: 1. Go to your personal calendar at http://calendar.oregonstate.edu/~yourONIDusername 2. Locate the Login link and click it 3. Log in to ONID 1 2 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 3 11 Personal Calendar: Configuration – Preferences 1 2 The first thing we’ll do, just so we’re all on the same page, is learn how to set Preferences 1. If you’re still in the Basic Interface, click on the Advanced Interface link 2. Click on the Day View 3. Click on the Preferences link 3 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 12 Personal Calendar: Configuration – Preferences - Editing Set the following Preferences: 1. Interface field = Advanced – Selects what interface will show, by default, after login: Basic or Advanced 1 2 2. Default View field = List (day) 3 4 – Selects what view to display, by default, after login: Day, Week, Month, or List 5 6 3. E-Mail Address field = Your e-mail 7 – Required if user wants e-mail notification of calendar activity 4. E-Mail Frequency field = Daily – Selects how often user will receive e-mail regarding account: Hourly, Daily, or Weekly 5. Hide Empty Layers box = Blank – Automatically hides any inactive layers 6. Day Begin/End fields = 08:00, 17:00 – Times that user’s day begins and ends, in military time 7. Click the Save Preferences button Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws Note: Feel free to change these settings after the workshop exercises are completed. 13 Personal Calendar: Configuration – Preferences – Confirmation After the Preferences are successfully submitted, a confirmation message will appear Click on the Personal Calendar link Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws Click on the Personal Calendar link to view your new settings 14 Personal Calendar: Configuration – Details All Event Calendars have customizable Details. Let’s take a look at the ones specific to our personal calendars. Click on the Details link, in the upper left corner. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 15 Personal Calendar: Configuration – Details - Editing The Long Name, Short Name, and Access fields are set, by default. A Description and Contact Information can also be added. Click on the Edit link in the upper left corner. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 16 Personal Calendar: Configuration – Details – Editing – Calendar Information Most of the fields in the Calendar Information group can be edited, if needed. The only exception is the Short Name, which is actually part of the URL for your calendar. Changing this will break your calendar. After all information is entered, scroll down and click the Save button. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 17 Personal Calendar: Configuration – Preferences – Editing – Confirmation An update confirmation will appear upon the successful submission of your calendar information. Click on the Personal Calendar link Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 18 Click the Personal Calendar link to return to the “front” of your calendar. Personal Calendar: Event Management Now that we have some basic calendar configuration out of the way, let’s move on to some event management. The following segment will focus on how to: • Submit an Event • Edit an Event • Copy an Event • Create a Recurring Event • Delete an Event Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 19 Personal Calendar: Event Mgmt – Submit Event To submit a new event to your calendar: 1. Click on the Submit New Event to This Calendar link in the upper left corner Note: there are a few other ways to submit an event, but this is the most straightforward Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 20 Personal Calendar: Event Mgmt – Submit Event – Title, Time, & Description A rather long Submit Event screen will appear. We’ll start with the top part: 1. Title = Required – Enter a Title of your choice 2. Subtitle 3. Start Date = Required 1 2 3 – Enter tomorrow’s date 4 4. Start Time Click the calendar icon for a pop up calendar 5 – Set to 11:00 am 5. End Date = Required 6 – Enter tomorrow’s date 7 6. End Time 8 9 – Leave at the default 12:00 pm 7. All Day Event Click the clock icon for a pop up time entry tool – Leave at the default No 8. Repeat – Leave at the default No 9. Description – Enter a brief description Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 21 Personal Calendar: Event Mgmt – Submit Event – Location & Cost Information Enter the Location & Cost Information: 1. Corvallis Campus Location 1 – Enter a location of your choice 2. Other Location – Enter a secondary location, if desired 3. Room 4. Street Address 5. City 6. State 7. Cost 2 3 4 5 6 7 – Clicking on the Free link will auto-fill the Cost field with the word “Free” Note: All of this information, by default, is not required Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 22 Personal Calendar: Event Mgmt – Submit Event – Contact Information Enter the Contact Information – this may or may not be you: 1. Contact Name 2. Contact Phone 3. Contact Email 4. Contact Department 1 2 3 4 Note: All of this information, by default, is not required Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 23 Personal Calendar: Event Mgmt – Submit Event – Associated Calendars Select any associated Calendars 1. Calendar = Required – By default, this is the calendar you’re currently logged into 1 2 2. Additional Calendar(s) – My Calendars – Featured Calendars – Public Calendars 3 3. OSU This Week 4 – Events submitted to a featured OSU calendar will be considered for publication in OSU This Week 4.Click the Continue button Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 24 Personal Calendar: Event Mgmt – Submit Event – Event Details Preview An Event Details Preview screen appears containing the information entered. • To change the event, click the Edit button • To cancel the event, click the Cancel button • To submit the event to your calendar, click the Submit button To change the event, click Edit. To cancel the event, click Cancel. To add the event to your calendar, click Submit. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 25 Personal Calendar: Event Mgmt – Submit Event - Approval Confirmation Upon the successful submission of the event, an approval confirmation message will appear. Click the Personal Calendar link to return to the main page of your calendar and view the submission. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 26 Personal Calendar: Event Mgmt – Using the Mini-Calendar Earlier, in our Preferences, we set our default View to the List (day) view. What we will see on the screen will be today’s events, in a list format. Note the Mini-Calendar, at the right side of the screen, though. It indicates that something is occurring tomorrow. Click on tomorrow’s date. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 27 Personal Calendar: Event Mgmt – Viewing an Event’s Details Tomorrow’s events will show, including the event we have just submitted. To view the Event Details, click on the event title. Note that the Event Details screen looks exactly like the Preview screen we saw earlier. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 28 Personal Calendar: Event Mgmt – Edit an Event To edit the event, click the Edit link in the upper left hand corner. A familiar process will occur: 1. The Submit Event screen will appear 2. Make a change or two and then click the Continue button 3. The Event Detail Preview screen will appear 4. Click the Submit button 5. A revision confirmation message will appear Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 29 Personal Calendar: Event Mgmt – Copy an Event Sometimes there might be a need to copy an event which has similar data, but, for example, does not recur on a regular interval. Events can be copied, but the feature is only available on the screen immediately after a submission or revision. To copy an event, click the Copy This Event button Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 30 Personal Calendar: Event Mgmt – Alter Copy Information The Submit Event screen appears, as we’re accustomed to 1. Change the Start Date and End Date to a later date 2. Click the Continue button at the bottom of the screen 3. The Event Details Preview screen will appear, for review 4. Click the Submit button 5. An approval confirmation message will appear Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 31 Personal Calendar: Event Mgmt – Select an Event to Recur We’ve already copied one event. Let’s revise it a bit further by adding recurrence to it. 1. On your Mini-Calendar, click on the second event you created 2. Click on the title of your event to open the Event Details Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 1 2 32 Personal Calendar: Event Mgmt – Entering Recurrence Information Look down the page a bit to the Date and Time section 1. Ensure that your Start Date and End Date are the same date 2. In the Repeat section, click on the Yes option 3. Enter a 1 in the field 4. Select Week(s) from the drop down menu 5. The Weekly Repeat section will open, select the appropriate day 6. In the Repeat Ends section, select the On Date option and enter a date about a week out 7. Click the Continue button 1 The Start Date and the End Date must, generally, be the same date. 2 3 4 3 5 6 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 33 Personal Calendar: Event Mgmt – Recurring Event Preview In the Event Details Preview, you’ll notice a few differences 1. The recurrence will be summarized 2. A list of Recent Occurrences will be shown 1 2 – This will show up to seven recurrences at a time 3 3. Click the Submit button Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 34 Personal Calendar: Event Mgmt – Recurring Event Weirdness The issue shown at left, using the Month view, is an example of a recurring event gone wrong. What could have caused this to happen? How can this be fixed? Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 35 Personal Calendar: Event Mgmt – Cause of Recurrence Issue The issue in our previous problem was caused by an incorrect End Date entry in the Event Submission, coupled with a second End Date entered in the Repeat Ends group. This is a rather common error which is very easy to fix. Just correct the End Date and submit the revision. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 36 Personal Calendar: Event Mgmt – Now You Do It – Create Recurrence Issue Create this stack up issue, yourself, to see how it looks on your calendar. 1. Open up the recurring event you recently created. 2. Alter the End Date so that it’s incorrect, at least a week or more later than your Start Date. 3. In the Repeat section check the Yes option and every 1 Day(s) from the drop down menu. 4. In the Repeat Ends section, enter the same ending date in the End On Date field. 5. Approve it through, and then take a look at your calendar in Month View. If you’ve set your End Date for more than a month out, look in the following months as well. 6. When you’re finished examining it, fix it. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 37 Personal Calendar: Event Mgmt – Delete Event Deleting an event is fairly straightforward: 1. Locate the first event you submitted 2. Open the Event Details 3. Click on the Delete link next to your calendar’s name Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 38 Personal Calendar: Event Mgmt – Deletion Approval A warning screen will appear. Don’t let this message worry you, as we haven’t discussed primary calendars yet. Just click on the Delete button. A deletion confirmation message will appear. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 39 Shared Calendars A shared OSU Events Calendar: • Has more than one User • May have more than one Administrator • May work in conjunction with other calendars Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 40 Shared Calendars: Request a Shared Calendar To request a shared calendar, just go to the following URL: http://oregonstate.edu/cws/calendar/calendar-request: • The following data is requested (data with an asterik is required): – – – – – – – – Your Name* Your E-Mail* Your Phone* Your Department/Organization* Display Name* Short Name* Description Calendar Type Regular/Shared Parent Child Parent Calendar Name Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 41 Shared Calendars: Request a Shared Calendar – Relevance of Required Fields Field Required? Function / Purpose Format Your Name Yes You will be the contact person for this calendar. No special format required. Your E-Mail Yes Provides CWS a primary method to contact you No special format required Your Phone Yes Provides CWS a secondary method to contact you No special format required Your Department / Organization Yes Helps CWS keep all of the calendars we create organized based upon the Department/Organization. No special format required Display Name Yes Shows up on the screen as the title of your calendar. Any reasonable length. May contain capital letters, numbers, and spaces. The Display Name may be changed after calendar creation, but users are advised against this to avoid confusion. Short Name Yes Used in your URL (web address) Lower case alpha-numeric and hyphens only. The Short Name can not be changed after calendar creation. Description Yes Describes the purpose of your calendar No special format required Calendar Type Yes Select: Regular/Shared, Parent, Child No special format required . If this is a Child calendar, please indicate the Parent in the provided Parent Calendar Name field Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 42 Shared Calendars: User Mgmt – Access Levels and Permissions Access Level Permission Read Only User can view the calendar (regardless of its status), but not submit events, approve events, change settings, or add users. This is most useful for giving someone View access to a private calendar. User Can submit new events, but events must be approved by an Administrator. Administrator Can submit & approve events, change calendar settings, and add and remove users. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws Shared calendars differ from personal calendars regarding Access Levels: • Access levels assigned at Administrator’s discretion • Being a member of a department or group does not automatically provide admin access to that department or group’s calendar • Being an administrator on another web application (such as Drupal) does not automatically grant admin privileges for the calendar Please note that personal calendars do have the ability to set Access Levels as well, but this is not commonly used as personal calendars are typically intended for one person. 43 Shared Calendars: User Mgmt – Add a User 1 To add a user to a shared calendar: 1. From the main calendar page, click on the Manage link in the upper left corner 2. In the Username field enter cws_tr01 3. In the Access field select User 4. Click the Update Users button 5. An access confirmation message will display 3 4 2 5 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 44 Shared Calendars: User Mgmt – Remove a User To remove a user: 1. From the main calendar page, click on the Manage link in the upper left corner 2. Select the Remove checkbox in the cws_tr01 row 3. Click the Update Users button 4. A removal confirmation message will display 1 3 2 Now add cws_tr01 back on again with a User access level. 4 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 45 Shared Calendars: Event Mgmt – Approval Queue By default, when a user creates an event on a calendar that he or she administers, the Approve On All My Calendars box is checked and the user’s event will never have to sit in the Approval Queue. If the user is managing a small calendar, this typically isn’t a problem. With larger calendars, though, the Approval Queue is a necessary and valuable tool that helps keep a multi-user calendar organized and consistent. If an Administrator elects to not receive e-mail notifications, this queue could stack up indefinitely with pending events. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 46 Shared Calendars: Event Mgmt – Approval Queue – Notifications To adjust notifications of Approval Queue activity, do the following: 1. Click on your Preferences link 2. Select an E-mail Frequency: 1 – – – Hourly Daily Weekly 3. Click the Save Preferences button 4. An update confirmation displays 2 4 3 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 47 Shared Calendars: Event Mgmt – Approval Queue – Viewing To view the Approval Queue: 1. From the shared calendar main screen, click the Manage link in the upper left corner. 2. The Approval Queue resides above the User Access List. If any events are pending, they will appear in a list. 3. Click on a single item to open one event, or select multiple events and click Manage Selected to work with batch items. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 1 2 3 48 Shared Calendars: Event Mgmt – Approval Queue – Approving Submissions To take action on a pending event: 1. Review the provided information 2. Select an action 1 1. 2. 3. 4. 2 Nothing Approve Reject & Delete Reassign Ownership 3. Enter a Comment, if desired – Note: this comment is not returned to the user, it is logged in the database 3 4 4. Click the Submit button 5. An approval confirmation displays 5 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 49 Shared Calendars: Event Mgmt – Approval Queue – Event Added When the event is approved, it will be added to the calendar display. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 50 Shared Calendars: Event Mgmt – Editing Events To Edit an event: 1. From the shared calendar main view, click on the event link to open the Event Details 2. From the Event Details, click on the Edit link in the upper left corner Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 1 2 51 Shared Calendars: Event Mgmt – Delete Events To Delete an event: 1. From the main view, click on the event link to be deleted, to open the Event Details 2. From within the Event Details, locate the calendar the event appears on and click the Delete link next to it 1 2 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 52 Shared Calendars: Event Mgmt – Multiple Submissions A multiple submission is when an event has been submitted to more than one calendar. Multiple submissions are very common on shared calendars. Often times an event may relate to more than one specific group. There are some important things to consider when creating a multiple submission, though, which include: • Primary and Secondary relationships • Approval control • Event spam • Pending Approval Report Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 53 Shared Calendars: Event Mgmt – Multiple Submissions – Primary & Secondary Relationships The Primary Calendar is the one which an event originates from • Only one Primary Calendar exists for any given event • All event edits must occur on the Primary Calendar and be resubmitted to the Secondary Calendars • Events are Deleted from Primary Calendars but only Removed from Secondary ones – If an event is Deleted from a Primary Calendar, it will also be Removed from all Secondary Calendars as well – If an event is Removed from a Secondary Calendar it does not affect other calendars Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 54 Shared Calendars: Event Mgmt – Multiple Submissions – Approval Control Different calendars usually have different administrators. If you submit an event to a Secondary Calendar that you are not an admin on, the approval control goes to that admin for their own calendar. Some admins may elect not to approve an item submitted to their calendar. They have the right to do this. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 55 Shared Calendars: Event Mgmt – Multiple Submissions – Event Spam Event spam occurs when multiple submissions are made to calendars which may not be related to the event. Scenario: OSU Film students have worked in conjunction with the College of Science to create a documentary about Linus Pauling. The College of Science wants to announce it on several different calendars within the system. Which ones are probably the most appropriate? The least? OSU Events: Academic Calendar College of Business OSU Events: Admissions & Tours College of Education OSU Events: Alumni Events College of Engineering OSU Events: Athletics College of Forestry While this, in itself, is typically harmless, it can be annoying. OSU Events: Conferences / Workshops College of Health & Human Sci OSU Events: Diversity College of Liberal Arts OSU Events: Exhibits College of Science It can also come back to haunt the administrator of the Primary Calendar responsible for the spam… OSU Events: Festivals / Cultural Events Univ. Housing & Dining OSU Events: Lectures / Seminars OSU-Cascades Campus OSU Events: Music OSU Libraries OSU Events: other Financial Aid OSU Events: Recreational Sports OSU Events : Student Activities OSU Events: Theater / Film Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 56 Shared Calendars: Event Mgmt – Multiple Submissions – Pending Approval Report Every calendar user has an option that can be set in their Preferences which provides e-mail notifications regarding actions on events. This is just a tiny piece of a very big report. This particular report had 48 pending events on it from various calendars throughout the system, some were more than a year overdue. When events are submitted to Secondary Calendars, and left to sit in the Approval Queue, the Primary Calendar admin using e-mail notification will receive a regular report on pending approvals. If printed, this report would have taken up just over 30 pages. We would like to avoid this. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 57 Shared Calendars: Event Mgmt – Multiple Submission – New Event To submit a new event to multiple calendars: 1. From the shared calendar main view, click the Submit New Event To This Calendar link in the upper left corner 2. Complete all necessary information for the event itself, then, at the bottom of the form, select the Additional Calendar(s) desired 3. Click the Continue button 1 2 3 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 58 Shared Calendars: Event Mgmt – Multiple Submission – New Submission – Approve New Event When the Event Details Preview screen appears: 1. Preview the information, note the two calendars now showing at the middle of the screen 2. Click the Submit button 3. An event approval confirmation appears 1 2 3 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 59 Shared Calendars: Event Mgmt – Multiple Submission – Existing Event If an event currently exists: 1. From the main screen of the shared calendar, click on the desired event link to open the Event Details 2. Select a calendar from the Submit This Event to an Additional Calendar drop down menu 3. Click the Add button 4. An addition confirmation message will appear 1 2 3 4 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 60 Shared Calendars: Event Mgmt – Multiple Submissions – Additionally… Multiple submissions can get tricky, especially when you have a busy calendar that has multiple administrators and multiple items both coming in and going out. There are certain scenarios that can get tricky. For example: On any given calendar, Administrator 1 creates an event and submits it to multiple other calendars. A change occurs regarding one of the other calendars and Administrator 2 must handle it. Administrator 2 can completely remove the event from all calendars, but can not delete just one of the multiple submissions. It’s an all or nothing venture. While multiple submissions can be useful, sometimes there are better ways to handle certain situations, such as by using Layers, which we’ll talk about soon. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 61 Shared Calendars: Event Mgmt – Primary Calendar Reassignment There may come a time when an event should have a different calendar as its Primary. Examples of when this may occur include: • Duties shift from one person to another, but the event (such as a meeting) still occurs at the same time and place • An event may have mistakenly been submitted with a personal calendar as the Primary (or vice versa) New events do not have to be recreated from scratch. Instead, they can simply be reassigned so that another calendar is the new Primary one. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 62 Shared Calendars: Event Mgmt – Primary Calendar Reassignment – Open the Event for Editing 1 To reassign the Primary Calendar: 1. From your Primary Calendar main view, click on the event to be reassigned 2. From the Event Details screen, click on the Edit link in the upper left corner Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 2 63 Shared Calendars: Event Mgmt – Primary Calendar Reassignment – Submit a Revision When the form opens: 1. Scroll to the bottom of the screen and click the Continue button 2. A preview of the Event Details screen will appear, scroll down and uncheck the Auto-approve on My Calendars box 1 – 2 This is fundamental, as the change must occur from within the Approval Queue 3. Click the Submit button 3 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 64 Shared Calendars: Event Mgmt – Primary Calendar Reassignment – Open the Event Manager An event revision confirmation message will appear: 1. Click on the calendar link in the My Calendars block 2. When the calendar view opens, click on the Manage link in the upper left corner 1 2 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 65 Shared Calendars: Event Mgmt – Primary Calendar Reassignment – Reassign Ownership The Approval Queue will appear with your revised event listed: 1. Click on the event in the Approval Queue list to open it 2. Click the Reassign Ownership button 3. Select a Secondary Calendar from the list to assign ownership to 4. Click the Submit button 1 3 Remember, if you are not an admin on the newly assigned calendar, the event will go to the new calendar’s Approval Queue and won’t show until it’s approved 4 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 2 66 Shared Calendars: Layered Calendars Layers are a fantastic, flexible tool which can often be used in place of a multiple submission. This can free up the control issue we often encounter when multiple submissions are used. An anatomical overlay book is a good example of how layers work. Each layer is its own, individual calendar, often under control of a separate admin, but a View of each calendar can be placed over other calendars to show where and how events are “stacked” against each other. There are three different ways you can apply the use of layers to a shared calendar: • Your personal calendar as a layer • A public calendar as a layer • Someone else’s personal calendar as a layer Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 67 Shared Calendars: Layered Calendars – Your Personal Calendar as a Layer If you are an admin of a shared calendar, adding your personal calendar as a layer to a shared one is simple: 1. From the main view, click on the Detail link in the upper left corner 2. From the Calendar Details screen click the Edit link in the upper left corner 1 2 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 68 Shared Calendars: Layered Calendars – Your Personal Calendar Layer – Add a New Layer After the Edit screen opens: 1. Scroll down to the bottom of the page and select your personal calendar from the Add New Layer drop down menu 2. Select a color key from the Color drop down menu 3. Click the Save button 1 3 2 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 69 Shared Calendars: Layered Calendars – Your Personal Calendar Layer – Layer Added A calendar update confirmation will appear, from here: 1. Click on the shared calendar link in your My Calendars group 2. Note the Layered Calendars group – your new layer should be shown beneath the main calendar name 3. Click on the Month View icon 1 3 2 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 70 Shared Calendars: Layered Calendars – Your Personal Calendar Layer – Details From within the Month View of the shared calendar: 1. Note that the Layered Calendars group is now at the bottom – 2 This arrangement is similar for the Week View as well 2. Note the color coding used for events – the color you picked when adding your layer will show next to all of your events Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 1 71 Shared Calendars: Layered Calendars – Public Calendar It’s at this point where the concept of public versus private calendars comes into play. A public calendar is one that a general audience has access to view. • The Main OSU Events Calendar is public A private calendar is one that can be viewed by invitation only. • All personal calendars, by default, are private How to tell if something is public or private? • If it shows in your calendar drop down menu within the Featured or Public groups, it’s public, otherwise, it’s private Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 72 Shared Calendars: Layered Calendars – Public Calendar – Edit Details 1 From the main view of the shared calendar: 1. Click on the Details link in the upper left corner 2. From the Calendar Details screen, click on the Edit link in the upper left corner 2 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 73 Shared Calendars: Layered Calendars – Public – Select the Public Calendar After the Edit screen opens: 1. Scroll down to the bottom of the page and select the desired public calendar from the Add New Layer drop down menu 2. Select a color key from the Color drop down menu 3. Click the Save button 4. A calendar update confirmation will appear 5. Click on the shared calendar link in your My Calendars group Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 1 2 3 4 5 74 Shared Calendars: Layered Calendars – Public – Calendar Added Note how the layers can be toggled on and off. This feature is particularly useful for comparing shared resources Additionally, multiple public calendars can be added Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 75 Shared Calendars: Layered Calendars – Personal Calendar Sharing Since personal calendars are private, by default, the Admin of the shared calendar must be given, at a minimum, Read Only access to the user’s personal calendar to add him or her as a layer. If access is set to Read Only, the Admin can not submit events – they can only view the information contained within the calendar. Additionally, other users who wish to view the layer of a personal calendar must also be granted Read Only access to the layered calendar. Following is a brief refresher on how to add a user to a personal calendar. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 76 Shared Calendars: Layered Calendars – Personal Calendar Sharing – Providing Access Permission On the other user’s calendar, he or she must: 1. From their personal calendar main view, click the Manage link in the upper left corner 2. Add the Username of the shared calendar Admin 3. Set the Access to READONLY, at a minimum 4. Click the Update Users button 5. An access confirmation message will show 1 2 3 4 5 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 77 Shared Calendars: Layered Calendars – Personal Calendar Sharing – My Calendars The Admin can tell when he or she has been added to a calendar when that particular calendar shows up in his or her My Calendars group. From this point on, the Admin can add the User’s calendar as a layer: 1. From the main view of the Admin’s account, click on the shared calendar link 1 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 78 Shared Calendars: Layered Calendars – Personal Calendar Sharing – Open Calendar Details 1 To add the user’s calendar as a layer, do the following: 1. From the shared calendar main view, click on the Details link in the upper left corner 2. From within the Calendar Details screen, click on the Edit link in the upper left corner Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 2 79 Shared Calendars: Layered Calendars – Personal Calendar Sharing – Edit Calendar Details After the Edit screen opens: 1. Scroll down to the bottom of the page and select the desired user calendar from the Add New Layer drop down menu 2. Select a color key from the Color drop down menu 3. Click the Save button 4. A calendar update confirmation will appear 5. Click on the shared calendar link in your My Calendars group 1 2 3 4 5 Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 80 Shared Calendars: Layered Calendars – All Layers Activated As can be seen at right, when all layers are active, the calendar grows very busy. At times, you may need to view several different calendars together all at once to get an idea of the big picture, but… Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 81 Shared Calendars: Layered Calendars – Layers De-Activated …when you only need to view one or two calendars at a time, you have the option of thinning things out. This is the great advantage that the Layers feature provides. Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 82 Conclusion This completes the OSU Events Calendar tutorial. For additional tutorials, please visit WebTrain, the CWS web publishing training site, at: http://oregonstate.edu/cws/webtrain To request an OSU Event Calendar on-line, go to: http://oregonstate.edu/cws/calendar/calendar-request To view and register for any additional CWS Workshops, visit the Professional Development Central Registration site at: http://oregonstate.edu/cws/register To submit a Help Ticket on-line, go to: http://oregonstate.edu/cws/contact Provided by Central Web Services 541-737-1189 http://oregonstate.edu/cws 83