Active Data Calendar Overview Active Data Calendar Training Course I. Introduction What is Active Data Calendar? Active Data Calendar is a centralized web calendar which displays events and allows sharing event information across multiple university websites. Active Data Calendaring System includes: 1. Public Calendar (Marketing) - publish and promote university events online on a PUBLIC events calendar at events.westga.edu 2. Private Calendar - publish departmental meetings, conferences, lunches on a PRIVATE (Organizational) calendar and share with your employees at http://events.westga.edu/logout.aspx?type=westgaprivate 3. Facilities Calendar - view room availability at http://events.westga.edu/facilitycalendar.aspx , submit facility reservation requests and approve facility and resource requests An easy to use browser based interface includes “Online Administration” which allows Public Category Owners, Private Category Owners, Department Administrators, Room Owners, and Resource Owners to enter, modify, delete, and approve events/requests before they are actually viewed on the calendar website or/and on a custom feed embedded on departmental website. Calendar events and requests can be submitted either through “Online Administration” or through public (and custom!) “Event Submission Form” (example: http://www.westga.edu/eventscalendar/index_565.php). Calendar events and requests can be modified and deleted only through “Online Administration” by Active Data DEPARTMENT ADMINISTRATOR Calendar events and requests can be approved only through “Online Administration” by Active Data PRAVATE CATEGORY OWNER, PUBLIC CATEGORY OWNER, ROOM OWNER or RESOURCE CATEGORY OWNER. Active Data Calendar Training Course Public and Private Calendar Categories, Rooms and Resource Categories must be in LOCKED status to prevent others from freely posting events and reserving spaces or resources. Active Data guidelines, tutorials, best practices, login urls and workflow information is posted at: http://www.westga.edu/eventscalendar/ II. Logging In Before you can manage events displayed on the calendar you will need to login to the calendar: 1. Open internet browser. 2. Direct your web browser to http://events.westga.edu. 3. From the main view of the calendar you can proceed to the login area by clicking on the Submit Events link. 4. Click on “Sign In to Active Data Calendar” under “Manage Events” located in the left side menu. 5. You'll be presented with the main login screen of Active Data Calendar. 6. Enter your Login ID and Password and then click Submit or press enter to continue (Your login credentials will be given to you by your Calendar Administrator). III. Software Overview Once you've logged in to Active Data Calendar you will be presented with the main administration screen. Now you can access the various functions of the Calendar. A) Main Navigation Overview Events - Add, Modify/Cancel/Delete and Export Events. Registration - See a snapshot of all active events that have registrations enabled on the Calendar and Approve Registration Requests. Active Data Calendar Training Course Workflow - View user accounts within Active Data Calendar. Set default values and selections for various fields throughout the Calendar administration area for your particular user account and change your password under My Profile. Facilities – Display, Add, Modify/Delete ALL Locations and Location details in the Calendar database. Resources- Display, Add, Modify/Delete ALL Resources in the Calendar database. Categorization - Display ALL Categories and Subcategories in the Calendar database. You should request from superuser (ITS webteam) to add PRIVATE, PUBLIC or RESOURCE categories for your area if needed. Marketing - Generate syndication code or Event Quick Link. Reports - View Event, Location or Category Reports. IV. Calendar Workflow Overview Workflow in Active Data Calendar is broken down into three main areas: Marketing Workflow Facilities Workflow Resources Workflow • Marketing workflow and approvals are required if an event has been selected to be marketed on either the public or private Calendar(s). • An event may be approved for facility and resource usage but not be approved for marketing. If this is the case, then the event will still display on the Facility Calendar but not on the Public and/or Private Calendars. • Events may be marketed without a facility and/or resource identified for the event. If a facility (or multiple facilities) is requested as part of an event, then all facility requests must be approved prior to the event moving forward into the marketing workflow. If an event is approved at the marketing level and is live on the Calendar and the event is then modified to request a facility, the event will remain live on the Calendar while the facility request is being processed. • If a resource (or multiple resources) is requested as part of an event, there is no impact to the event workflow processing as it relates to facilities or marketing. The event can proceed forward through the facility and then marketing workflow areas. Resources are handled separately and regardless of approval or denial of event resources, the event can still be “scheduled” and appear on the Public and/or Private Calendars. Active Data Calendar Training Course • The event may be modified, after already being marketed, to add a facility or resource request. If this is the case, the event will be retained on the marketing calendar it was previously approved for and the facility and/or resource workflow is kicked off independently. If the facility or resource is denied, it will be up to the event owner to decide if the event should be maintained on the marketing calendar, rescheduled for a different date/time when the facility or resource is available for their usage or cancel/delete the event from all Calendars. • If there are multiple requests pending for the same facility and one request is approved, then all other requests are placed into a “Review” status and the events are automatically added to a waiting list. Users are notified when their events are placed into a Review/Wait List State and it is up to the user who added the facility request to decide if they want to remain on the waiting list or modify their event to select a different date/time and/or facility. V. Facilities Online Tutorial Please refer to Facilities Tutorial for step by step instructions: http://share.axure.com/LD328X/ VI. Facilities Inventory Spreadsheet http://app.liquidplanner.com/space/75668/item/6295236/documents/508285/download Thank you!