25Live Pro: Creating an Event and Requesting a Room

How to use the Event Form to create an event and request a room for that event in 25Live Pro.

From the dashboard, there are two quick ways to create an event. Use the "Event Form" link in the top navigation bar OR use the "Create an Event button" in the middle of the dashboard.


1. Enter Basic Information

The first four fields of the Form require basic information about the event: Event Name, Event Title, Event Type, Primary Organization, and Expected Head Count.
The event form has a mixture of required and optional fields. Any required field (like the Event Name, Type, and Primary Organization in the image below) will be labeled as such. 

Event Title is optional and should generally be left blank, since 25Live Pro will simply display the Event Name throughout the system. (If you do enter an Event Title, it will appear on 25Live Pro INSTEAD of Event Name). 
Some fields also have additional information listed to help you fill them out, displayed with this icon: Information icon When you first open the Event Form, these tips will display automatically and you can click the icon to hide the information.

Tip: You will have to type in your Primary Organization the first time you create an event. If you star it by clicking the star next to the Organization name, it will automatically show up first on the list whenever you create an event going forward.

The first few fields in the Event Form request basic information about the event: Event Name, Title, Type, Primary Organization, and Expected Head Count

2. Select Date and Time of the Event

The Date and Time of the first (or only) occurrence is required. The date field defaults to the current date. To change the date, click into the field and either type in the date or select the date of your event on the calendar that pops up. The next two fields are the start and end times for the event. You can either use the drop-down list to select the times or type in the times.

Important note: Beginning with the implementation of 25Live Pro, special-event schedulers are now required to add additional time before and after the event, with a minimum of 5 minutes pre-event and 5 minutes post-event. You can increase the pre-event and/or post-event time as needed, but please don't ask for more than you need in order to keep rooms available for others and make it easier to find rooms yourself. The image below shows the date and time fields along with the 5 minutes added before and after the event. 

The Event Form requires you to first enter the start and end times of the first occurrence date of your event.

Tip: Make sure to leave the "This event begins and ends on the same day" box checked unless your event spans midnight. If you have an event that does span midnight, you will need to get building manager permission to use any General Assignment room overnight. 

3. Select Repeating Pattern or Ad Hoc Event Dates

If your event repeats on multiple dates, you will be able to select each date or set a repeating pattern to automatically have multiple dates selected. Clicking the blue "Repeating Pattern" button will open a pop-up that will allow you to define the repeating pattern of your event. 


There are four Repeating Pattern options: Ad Hoc, Daily, Weekly, and Monthly. 

1. Ad Hoc Repeats allow you to select any number of dates from the calendar. To select a date, click on it on the calendar and it will be added to the list of dates below. The Repeating Pattern will always default to Ad Hoc.

Select multiple dates on the calendar for events utilizing the Ad Hoc Repeating Pattern

Tip: The calendar default start day is a Monday. To change this to Sunday, click the More menu on the top right of your screen. Click on Preferences to expand the menu and select Date/Time Preferences.  

Under Calendar Start Day, select the Week start day as Sunday. 



Click Update Preferences to save. 


2. Daily Repeats allow you to select the repeating criteria (every day, every other day, every 3 days, etc) and it allows you to select an end condition. The two choices for end conditions are choosing a date the repeating occurrences will end, or choosing a number of iterations for the event.

Pop up with criteria options for a daily repeating event.

3. Weekly Repeats allow you to select the repeating criteria (every week, every other week, every two weeks, etc.), the day(s) of the week, and the end condition. Any days that you select will be repeated throughout the length of the event. Similar to the Daily Repeats options, Weekly Repeats allow you to repeat through a certain date or for a specific number of iterations. 

Weekly Repeating Pattern Options

4. Monthly Repeats allow you to repeat your event based on a few criteria. The first field on the screen allows you to select if the event will repeat every month, every other month, every third month, or so on.
The second field allows you to select if you are planning to repeat by day. This selection allows you to repeat on the 1st, 2nd, 3rd, etc. day of the month. You can press the plus sign and add more options, so if you want to add repeating events on the 3rd and tenth of every month, you would use this repeating option. The other option is to Repeat by Position. This allows you to select a day of the week, and a position in the month to repeat on. For example, you can choose the third Monday, or the last Sunday.

Pop up with criteria options for a monthly repeating event.

For all of these repeating options, you can go in and individually change individual occurrences by clicking the View All Occurrences button below the calendar. A pop up will open allowing you to remove individual occurrences or change the time of any single occurrence. The image below shows the occurrences of an event that occurs every Tuesday and Thursday from October 8th 2019 - October 31st, 2019, with Tuesdays set from 9:00 am-10:00 am, and Thursdays set to 9:00 am-10:30 am. 

This event occurs every Tuesday and Thursday from Oct 8th 2019- October 31st, 2019 with Tuesdays set from 9am-10am, and Thursdays set to 9:00am-10:30am.


4. Find a Location

The final step to creating an event is selecting a room. This step is optional. If you do not have a specific room in mind for your event, you can skip this step and leave a comment with any instructions for the Office of the Registrar staff member who will assign a room for your event.


The Saved Searches drop-down menu allows you to select from previously created searches. The Office of the Registrar has already created searches for each building, a search for all GA rooms, and a search for Technology Rooms under the heading "Public Searches". You can also create your own location search to add to this list. There are two boxes at the top of the Location Search "Hide Locations with Conflicts" and "Enforce Headcount". Make sure to check these boxes to only view rooms that are available for all dates and that have at least as many seats as the headcount entered in the top of the form. The image below shows the Public Location Searches and those two boxes checked.

 


You can also use the "More Options" drop-down criteria selection process to narrow your room search. You can select multiple categories and/or features, along with specifying a room capacity. Our campus primarily uses features so if you are looking for rooms with certain room characteristics, you should check the list of features. The image below shows the feature selection screen with "technology room" and "movable tablet-arm chairs" selected. If you use a specific search in the menu above, the More Options drop-down will no longer be available to use. 

Feature selection screen under the More Options drop down menu.


Now that you have narrowed down your search, you can select one or more locations for your event. Once you run a search you'll get a list of rooms, some of which may not be available for all dates of the event. If an event isn't available for all dates, it will show the number of dates it is available under the 'Availability' column, and it will have a button that says "Request Available" under the 'Add' column. The image below shows a list of rooms that were pulled when selecting Social Science Building search and limited the results to those that met the headcount of 40.

Tip: If your search yields No Results, click Reset to start over. It may default to Starred Locations, or have saved any capacity limiters. Be sure to clear those out to start again.


List of Locations after a Location Search was run.


In order to select a room, click on the Request box next to the room in the leftmost column labeled "Add". If you click on a room that is not available for all dates, it will only request the room for the dates it is available. In order to see which event occurrences have conflicting events, click the "Conflict Details" in the rightmost column. The image below shows the conflict information for a room where two events conflict with the event time.

Conflict Details

You can select multiple rooms for your event and have multiple rooms selected on the same date. Any rooms that you select will show up below your room search, as shown in the image below.

Selected locations below the results of a Location Search

If a location is selected for only a few of the event dates it will list them as "Included dates" otherwise if all dates are included then it doesn't show any information. In order to select or deselect certain dates, click on the blue "View Occurrences" box which will  bring up a list of occurrences. It will only have the dates without conflicts checked automatically and if you check one with conflicts, that information will populate in the "Conflicts" column. The image below shows the Occurrences for Soc Sci 4308, one is unchecked because there is a conflict.



5. Comments

Leaving a comment is optional. If you didn't select a room, you should leave a comment with any room characteristics you need. You can also leave a comment to give the person who assigns a room for your event more information about where you want to be assigned in case your first choice room isn't available. For instance a common comment is "If the room I selected isn't available, please assign a room near Humanities with technology."
Comment section of the Event Form with the message "The event organizer wants a room in Humanities".

6. Submit

When you are finished, click Save to submit your event. You can also click the Preview button to review a snapshot of your event. 





Keywords:25live Pro, General Assignment Rooms, 25live   Doc ID:94868
Owner:Kate K.Group:Office of the Registrar
Created:2019-10-08 09:18 CSTUpdated:2019-10-15 13:02 CST
Sites:DoIT Help Desk, Office of the Registrar
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