Scheduling Assistant - Owners: Configuring/Managing Your Account

An Owner in Scheduling Assistant is someone who wishes to post available time slots that allow visitors to select for appointments. A common example of an owner is an Academic Advisor that enters their "office hours" in Scheduling Assistant, or a department's resource (conference room) available times, but even students can setup their own Scheduling Assistant availabilities.

To setup your available hours, log into Scheduling Assistant. Then click on the Create your Availability Schedule link from within the "Owners" box.

Note: If you receive the error below then the account you're logged in with currently is not activated for WiscCal/Office 365 (try activating your account at the NetID Modification Utility)

not eligible error message

First time user?

If this was your first time running this application, you should see a message below just after logging in. All faculty, staff, students, advisers, instructors, etc. will be prompted with the same message to setup their availability schedule.

authorization_failed_first_login

  1. Click the Click here to begin the Registration Process with Scheduling Assistant link.

  2. Within the 'Preferences' page, fill in the necessary information and continue by clicking the Save and Proceed to Step 2 button.

    first_time_availability_setup

  3. Within the 'Availability Blocks' page, fill in the hours/days you are available and click the Create Schedule and Confirm Registration button.

    availability hours pages

    Important: The hours you set here will combine with your calendar schedule when others view your schedule within Scheduling Assistant application. If a meeting within WiscCal/Office 365 falls within your available hours, it will be displayed as busy and unavailable.

  4. On the confirmation screen, make sure the information is correct and click the Confirm and Create my Account button. If not, use the navigation buttons to change any of your configuration settings.

    final_account_creation_confirmation

  5. After confirming this information, you will be taken to your available schedule page.

    available schedule page

    To update any of your information (including adding/changing your available hours), use the links located in the top section: preferences/builder/sharing settings.

Returning user

  1. If you have already created an availability schedule, you will be taken directly to the "My Availability" page below.

    available schedule page

    To update any of your information (including adding/changing your available hours), use the links located in the top section: preferences/builder/sharing settings.

  2. Use the Appointment Preferences link to set preferences regarding your Availability Schedule, like where meetings should convene, how long they last, and the title of the appointments that will be created in WiscCal/Office 365.

    Preferences screen

    Important: If you modify these preferences, they will only apply to newly created available blocks. If you want these settings to apply to existing blocks, you will need to delete and create new ones. The easiest way to do this is to "Clear Entire Availability Schedule," and then recreate it.

  3. Use the Availability Builder link to create a series of Availability Blocks within your Availability Schedule. Enter in the hours, days of week, and start/end dates that you wish to be shown to Schedule Visitors.

  4. Use the sharing settings page to update the relationships for your account.

  5. Use the Visitor History page to review past appointments.

Sharing your schedule with other users

See Also:




Keywords:wisccal calendaring oracle schedule advisors advisers resources available hours advisee blocks scheduler scheduler availability availabilities posting preferences settings   Doc ID:11775
Owner:Ara M.Group:Scheduling Assistant
Created:2009-07-19 19:00 CDTUpdated:2016-05-11 11:30 CDT
Sites:DoIT Help Desk, DoIT Staff, Office 365, Scheduling Assistant, WiscCal
Feedback:  3   8