Scheduling a Staff Personal Appointment / Event

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To schedule a personal appointment/event, complete the following steps from the Schedule Calendar Event page displayed after clicking a date on the Calendar:

    1. Click the Select radio button next to "Staff Personal" in the Event Type table.
    2. Click CONTINUE.  The Staff Personal Event Data Entry page is displayed.  

    1. By default the appointment/event date is set to the day you clicked on in the Calendar.  If necessary, type a different date in the Date field (using mm/dd/yyyy format), or select a date using the available date picker to the right of the field.
    2. Use the Time drop-down selections to the right of the date to indicate when the appointment/event is to begin and end.
    3. By default a personal appointment/event's status is set to "Planned."  If you are entering an appointment/event on the Calendar that already took place or was canceled, click the Meeting Status drop-down arrow and choose "Held" or "Canceled," respectively.
    4. Click the Location drop-down arrow and choose the location at which the appointment/event is to take place.  To select a location not included on the list, select "Other Place," and type the location in the Other field.

  TIP: The locations available for selection here are those that have been configured using the System Setup module, Agency Program Information, Configure Locations feature.  For more information on configuring locations, click here.

    1. In the Activity field, type a brief description of the appointment/event. 
    2. By default the information you enter in the Activity field is included on the Calendar as part of the detail displayed for this appointment/event.  If you do NOT want that information to be public, click the Event is private checkbox. 
    3. If any staff members other than you are to attend the appointment/event, use the Enter Name or Login for Search field in the "Staff Personal Event/Meeting Attendees" portion of the page to search for and select those staff members.
    4. Click UPDATE.  The appointment/event is scheduled, a confirmation page of appointment/event details is displayed, and a "MEETING SCHEDULED" internal notification message is automatically sent to the attendees.

  TIP: If the appointment/event's start and/or end time is "off hours," meaning that it is outside of the hours of 6:00 am to 11:00pm, you will be asked to confirm that the time is correct before the appointment/event is scheduled.  If so, click CONFIRM.  If not, click your browser's Back button to correct the time(s).

  TIP: In some AWARDS databases an optional Duplicate button is available on the confirmation page for the purposes of easily cloning and scheduling another staff training based on the one you have just entered.  To do so, click Duplicate now.  If you do not see this option and are interested in having it turned on, please contact the Help Desk for assistance.

    1. Click Calendar to return to the Calendar where your newly scheduled personal appointment/event is now displayed.

  TIP: In some cases you may need to adjust your current Calendar settings before your new appointment/event will be included in the Calendar display.

The process of scheduling a personal appointment/event is now complete.

  TIP: Please keep in mind that once scheduled, personal appointments/events can be updated by anyone unless they have been designed as "private."  Updates to private appointments/events are limited to the scheduler and attendees only.