Create & Manage Events

The Manage Events tab of the Scheduling Tool is used to create or update events. These events can be for the whole city or town, for one user, or a group. They can be set for one time or happen regularly. This tab schedules any type of event or meeting. It also schedules inspector status, like sick or vacation days. However, this tab is not for scheduling inspections.

Create an Event

1. Sign in to your site

2. Select the Scheduling Tool in the navigation bar:

3. Click Add Event:

4. Enter a Title for the event

5. If applicable, select All Day Event to block off the entire day's calendar for the user(s)

6. Users can also choose to make an event a Background Event. This will stop assigned users from getting inspections scheduled at that same time.

   Note

   A background event appears on the week and day views of the calendar and Gantt chart. Only background events marked as "All Day" will show on the month view. A background event can be overridden. This happens if a user forces an inspection to be scheduled at that same time. The override is done from inside the inspection record. Background events are used for times when an inspector cannot take inspections. Examples include when an inspector is sick or on leave. Regular events allow other events to overlap.

7. Select User(s) to add the event to, and enter a Location

   Note

   When a district or department is selected, only users in the For Users field are affected. Users can select a mix of many departments and other users. This is done before saving the event. The event does not remember the chosen department(s). It only remembers the users linked to it.

8. Use the calendar icons to select a Start / End date and time for the meeting

9. Choose the Occurrence for the event

   • Once on the selected date and time: Select to create a one-time event

     

   • Repeat with frequency: Select to create a recurring event

     • Interval Type: Choose to repeat the event Weekly, Monthly, Quarterly, or Yearly

     • Interval: Select the day(s) of the week to repeat the event

     • Frequency: Decide how often the event will repeat. This is based on the chosen interval type. For example, it could be the first Friday of every month.

10. Add any Notes for the event, if applicable

    

11. Click Create to apply the event to all associated calendars

    

Update an Event

1. Sign in to your site

2. Select the Scheduling Tool in the navigation bar

3. The scheduler will open in a new browser tab, and click Manage Events

4. Scroll down to the events list and select the event you wish to update

5. Modify event fields, as needed

6. Click Update

Supporting Articles

• Scheduling Tool Overview