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
Sign in to your site
Select the Scheduling Tool in the navigation bar
The scheduler will open in a new browser tab, and click Manage Events
Enter a Title for the event
If applicable, select All Day Event to block off the entire day's calendar for the user(s)
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.
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.
Use the calendar icons to select a Start / End date and time for the meeting
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.
Add any Notes for the event and click Create to apply the event to all the associated calendars
Update an Event
Sign in to your site
Select the Scheduling Tool in the navigation bar
The scheduler will open in a new browser tab, and click Manage Events
Scroll down to the events list and select the event you wish to update
Modify event fields, as needed
Click Update
