Scheduling A Calendar Event

The calendar allows users to document important dates on the calendar to help maintain visibility of important events.

Sites can schedule events on the calendar using one of six options:

• Audit Preparation
• Licensure Expiration Date
• Other
• Regulatory Reminders
• SIV/Pre-Site Visits
• Time Off (PTO)

Required Permissions

 FacilityCalendar - Ability to view and manage the calendar for the facility.

Adding an Event

1. Log in or switch facilities to the correct facility
2. Click on Calendar in the green global banner
3. Click on Schedule an Event under Calendar Controls
4. From the drop down menu, select an Event Type
5. Enter a descriptive Title that will be visible on the calendar
6. Enter a Start Date and Time, or select the All Day checkbox
7. If All Day is not checked, users will need to enter an End Date and Time
8. Modify the frequency that the event Occurs
   1. Once: this availability will only be available one time, the date entered.
   2. Weekly: this availability every week on the day that corresponds to the date.
   3. Every other week on this day: this corresponds to the day of the date entered.
   4. Monthly on this date: it will only occur on the day portion of the date, each month.
   5. Monthly on this day, this week: this availability will be set to the day corresponding to the date of that week per month.
9. If recurring is setup, users will need to select the Number of occurrences
10. Enter a Description for the event
11. Click Save

One the event is saved, it will be visible on the calendar while logged in to the facility.

Modifying an event

Users can modify details by clicking on the event on the calendar, making the appropriate changes and clicking Save.

Deleting an Event

Users can delete an event by clicking on the event and clicking Delete. Deleting Events is permanent and cannot be recovered.