- Event Sponsor - Creation of the event and approval/rate category request to Dean/VP
- Dean/VP - Event review and rate category selection for event
- Event Sponsor - Modification and release of event for facility owner approval
- Facility Owner - Review and approval/denial of facility request
- (Optional if facility request is denied) Event Sponsor - Request of alternative facility
1. Event Sponsor - Creation of Event and Rate Category Request to Dean/VP
The event sponsor will create an event using the calendar administrative interface (similar to the current process) selecting a facility and saving the event. Using the “Send Notification” option the event sponsor will notify Dean/VP of event and request comment on event priority (priority rating, rate category, etc.). Event will only be visible to the event sponsor at this point and no workflow for facilities will be kicked off.
- Create an event.
- Make the facility request.
- After finalizing the event, select "Save Event" and "Go to Event Notification Page" so the event is not published (no facility request will be made) and you will proceed to a screen that will allow you to notify your Dean/VP.
On the "Event Notification" page, select "Email Includes Internal Notes and Comments Log" and "Third Party Recipients" where you will enter your Dean/VP's email address. Enter a subject and message then click "Submit".
It is recommended that for the recipient's convenience to include the following text below within the body of the email. This will allow the recipient to quickly review the rate categories.
For a list of rate categories, please see Appendix B under the Space Reservation Policy: http://www.baruch.cuny.edu/spacepolicy
- The following screen will show an overview of the message. Click "Submit" to send the notification.
2. Dean/VP - Event review and rate category selection for event
The Dean/VP will receive an email and click on a link to proceed to a comment form. A single web page will present the event details and a form with a single comment field for the Dean/VP to submit a comment indicating rate category to be set for the event.
- Dean/VP will receive email with link to proceed to a comment form. User can also click on the space policy link to review rate categories.
- Dean/VP will add in comments indicating rate category along with first name and last name then clicks "Add".
- Upon successful add of comment, it will be recorded to the "Internal Event Comment Log". This finishes their workflow process.
3. Event Sponsor - Modification and release of event for facility owner approval
The event sponsor will check Saved event(s) to see if a comment has been submitted by Dean/VP. If comment has been submitted the event sponsor will set the rate category, as indicated in the comment and the event will be released. If event's facility is within the event sponsor’s jurisdiction, the event will show up in calendar upon the event’s release. If the event's facility is outside of event sponsor’s jurisdiction, release of event will trigger facility workflow. The event will not show up in public calendar until the facility is approved.
- Log into your account or click "Main Menu" if already logged in. Access/modify your saved event by clicking action and selecting modify. Please take care if using this method to edit the event as accidentally selecting delete and clicking off of the drop-down menu will delete your event with no confirmation. You can also access/edit the event through the traditional method by clicking "Events: Modify/Cancel/Delete" and finding your event on the list.
- Upon modifying the event, you will see the comments log and the comment posted by the Dean/VP.
- Proceed to the "Details & Registration" tab where you will select the rate category indicated by the Dean/VP and whether or not attendees are to be charged.
- Now you may select "Release Event" and click "Finish".
- Upon submission of the event, you will see a message indicating that the event will be put into the workflow instead of the normal successful publish to calendar message. In this case, the facility owner will receive an email.
4. Facility Owner - Review and approval/denial of facility request
The facility owner will approve or deny the facility request, triggering email to the event sponsor. Approval of facility will result in event being displayed in calendar. Denial of facility request will require the event sponsor to select an alternative facility and release the event, triggering facility workflow again.
- Facility owner will receive an email indicating a facility request for an event with event details in message.
- Click on either the "Event Name" link to go into further detail for the event or select "Approve" or "Deny" from the Action drop-down for instant approval/denial.
- If you click on the "Event Name" link, you will see an overview of the event with options to approve/deny the event.
- If you deny the event, you will receive a prompt to indicate the reason for denial. The event sponsor will receive a message indicating the request was denied and will have to restart the facility request process.
- If you approve the event, the event will be published into the calendar. The event sponsor will receive a message indicating the request was approved.
5. Event Sponsor - Request of alternative facility if request was denied
- If your facility request has been denied, you will receive the following email:
- Log into your account or click "Main Menu" if already logged in. Access/modify your event by clicking action and selecting modify. Please take care if using this method to edit the event as accidentally selecting delete and clicking off of the drop-down menu will delete your event with no confirmation. You can also access/edit the event through the traditional method by clicking "Events: Modify/Cancel/Delete" and finding your event on the list.
- Proceed to the "Scheduling & Facilities" tab. Scroll to the bottom until you see "Schedule Facility Booking(s)" and click "Reset" to remove the denied facility. Proceed with your new facility request and release the event for the facility owner to approve.