How do I create and manage events?

Please note: This article covers events such as sports days, bake sales etc. It does not refer to standard school timetabled sessions such as classes, interventions etc.

 

Who can action events?

School: Action: Calendar: Administer - Create/Edit/Delete any events for staff, students and guardians. This permission is automatically given to School Administrator, Administration Assistant, Head Teacher Roles, Bussiness Manager, Data Manager and Senior management team Business Roles.

Staff profile: Action: Calendar: Administer - Create/Edit/Delete any events for staff. This permission is automatically given to School Administrator, Administration Assistant, Head Teacher Roles, Bussiness Manager, Data Manager, Senior management team, Cover Manager and Human resources Administrator Business Roles.

Student profile: Action: Calendar: Administer All/My Students - Create/Edit/Delete any events for All/My students and associated guardians. To see who have these permissions, go to School > Users & Security > Permissions > Select the permission > Business Roles.

To find out how to give a staff member permission to action events, take a look at our section on Roles and Permissions.

 
 

Creating an event

From the Calendar

To create an event from the calendar, go to your calendar by clicking in your calendar on the Arbor Dashboard, or by going to My Items > My Calendar.

Screen_Shot_2019-03-25_at_16.01.34.png

 

On our calendar, click the time slot where you would like to add the event.

Screen_Shot_2019-03-25_at_16.04.28.png

 

From the Arbor Dashboard

From your homepage select Quick Actions > Create Event.

Screen_Shot_2019-03-25_at_16.12.01.png

 

Fill in the slide over with the event details. If it is a single event, fill in the details in the Single School Event section. If it is an event that will repeat, fill in the details in the Recurring School Event section.

When you are happy with the event, click the right button. In this example, I'm creating a single event, so would click the Create school event button.

Screen_Shot_2019-03-25_at_16.21.08.png

Screen_Shot_2019-03-25_at_16.21.55.png

Screen_Shot_2019-03-25_at_16.22.05.png

 

To add participants, you can also click the green + button and select participants on this slide over.

Screen_Shot_2019-03-25_at_16.34.11.png

 

The event will then appear in all participant's calendars on their Arbor Dashboard, and on their My Calendar page. 

Screen_Shot_2019-03-25_at_16.35.58.png
Screen_Shot_2019-03-25_at_16.35.34.png

 

 

Navigating to the Event Overview

I am a participant in the event

Please note, to be able to edit, delete or remove the event straight from your calendar, you must have added yourself as a participant.

Just click the event in your calendar to access the Event Overview.

Screen_Shot_2019-03-25_at_16.35.58.png

 

On the Event Overview, you can see event details, upload attachments and see a list of participants.

Screen_Shot_2019-03-25_at_16.41.29.png

 

I am not a participant in the event but the event has participants

If you did not add yourself to the event, you can instead go to the calendar of a staff member or student who is a participant of the event and edit the event from there. 

You can check who is in an event by going to School > Timetable > All Events (List). You can filter for event types and dates using the filters at the top of the page.

Screen_Shot_2019-03-26_at_08.31.13.png

 

As you can see, a person participating in the Emergency Meeting is Abbie Patel. You can then go to her Staff Profile and click the Calendar from the menu on the left-hand side to see the event.

Screen_Shot_2019-03-26_at_15.52.58.png

 

Click the event in the calendar to reach the Event Overview where you can edit or delete the event.

 

I am not a participant in the event and the event has no participants

If you forgot to add any participants to an event and would like to edit or delete the event, you will need to contact the Arbor Customer Success Team by email. We will delete the event for you, then you will have to set up the event correctly.

 

Editing or Deleting an event

Editing the event

On the Event Overview, you can edit any information with an arrow next to it. To edit event details, select a field in the School Event Details section and update the information in the slide over.

Screen_Shot_2019-03-25_at_16.52.03.png

 

Removing a participant

To remove a participant, click their name.

Screen_Shot_2019-03-25_at_16.56.45.png

 

In the slide over, click the Remove participant button.

Screen_Shot_2019-03-25_at_16.56.01.png

 

Please note, you can only remove participants if they were added individually. If they were added as part of a group, they cannot be deleted. To remove these users you would have to delete the event and create a new one.

Screen_Shot_2019-03-25_at_16.55.44.png

 

Adding new participants

To add a new participant or group of participants, click +Add

Screen_Shot_2019-03-26_at_16.55.58.png

 

Deleting the event

To delete the school event, scroll down to the bottom of the page and click the Cancel School Event button.

Screen_Shot_2019-03-25_at_16.47.42.png

 

In the slide over, click the Cancel school event button again. This will cancel it for all participants.

Screen_Shot_2019-03-25_at_16.47.53.png

 
I'm still stuck!
0 out of 0 found this helpful