Adding and Editing Cabinets

Security Note

Only users with appropriate permissions set can access these features. Your 25Live user must have security permissions set in Series25 Group Administration:

  • Administrative > 5.0 = Yes
  • Administrative > 5.1 = Yes (only if you would like the Delete option available)
  • Administrative > 5.2 = Yes
  • Administrative > 6.0 = Yes
    • OR
    • Basic > 13.0 = Yes
  • Administrative > 8.0 = Yes

These permission assume the user also has Administrative > 20.0 = No.


How to Access Master Definitions

1. Go to the System Settings View

More menu in the top navigation barImage: The More menu in the top navigation bar has a link to the System Settings view.

After logging into 25Live as a user with appropriate permissions, open the More menu in the top navigation bar.

System settings is located under the More menuImage: The System Settings link is in the More menu.

2. Tap or Click the Master Definitions Link

Use the menu link to go to the System Settings view, then view the Master Definitions section.

Location of Master Definitions sectionImage: Use the System Settings > Master Definitions link to access the section.

See Working With Master Definitions for details on general navigation within the Master Definitions section and actions available to all types.

Creating a New Cabinet

Before creating any new cabinets, plan for the following:

1. Go to the Hierarchy View

Event Type Hierarchy ViewImage: Use the Hierarchy view to create a cabinet.

The Event Types subsection has two main views, List and Hierarchy. Using the Hierarchy view will give you a better sense of your existing structure. 

2. Create the New Cabinet Type or Cabinet

Image: Use the Create a New Type dropdown to create a new cabinet type.

The top-level cabinet is referred to as the cabinet type. If you don't have any top cabinet types defined, you can use the Create a New Type dropdown menu and then the Create Type button to create a new cabinet type. Cabinet types can only have a name, with no date range options.

Creating cabinetImage: Sort by Cabinet Hierarchy to create a new cabinet.


If you need to create a sub-cabinet, choose Cabinet Hierarchy in the Sort By dropdown to see your full cabinet list. You will have a Create New Cabinet button available to you. 

Alternatively, you can also Copy an existing cabinet by choosing one from the list and pressing the Copy button. 

Note: When copying cabinets, categories will be copied as well.


Press the Copy button to make a duplicate of an existing cabinet,Image: Press the Copy button to make a duplicate of an existing cabinet,

Tip: Returning to Create a Cabinet Type

If you realize after sorting by the cabinet hierarchy that you need to go back to create a top-level cabinet type, use the Sort By dropdown again to return to an Event Type Hierarchy sort.

3. Complete Cabinet Details

Image: Replace the system-supplied name then save the new cabinet type. When creating a cabinet type, only the Cabinet Type Name can be completed.

Adding new cabinetImage: Complete all required fields before saving the new cabinet.

When creating a cabinet within a cabinet type, complete the details fields, including:

  • Choose the Cabinet Type ‌(required)
  • Replace the system-supplied name with your Cabinet Name (required)
  • Use the Date Range fields to specify the start and end dates of the cabinet’s date range using the editing  icon (or mouse over the fields in a desktop browser)
  • Skip the Constraints fields if your institution is using the Series25 LYNX Interface. LYNX includes its own, more sophisticated functions for defining date exceptions that you should use instead 
    • Constraints were defined and used in older interfaces. If your institution has used Series25 tools for a long time, you may be familiar with constraints, however, they are not applicable if you use the Series25 LYNX Interface
      • If you're still using the legacy Series25-SIS (TCS) Interface, use the New Constraint button then complete the Name, Type, date and time, and repeat fields The X icon in the upper-right corner of each constraint box will remove it. An Exclude constraint identifies dates/times when events can't occur. A Warning constraint allows schedulers to determine whether or not to schedule events during constraint periods
      • Then, contact your Account Manager about upgrading to the Series25 LYNX Interface

4. Save Your New Cabinet Type or Cabinet

Use the Save button to save your new cabinet type or cabinet. The Cancel button will discard your changes.

Editing Cabinets

Note: You Can’t Edit the Cabinet Type Field

If you're editing a cabinet within a cabinet type, you can't edit the cabinet type field. However, you can use the link on a top-level cabinet type's name to rename the cabinet type then use the Save button.

1. Use the Hierarchy View to Find the Cabinet

Open the Hierarchy view to see your existing structure, then choose Cabinet Hierarchy in the Sort By dropdown to get a more complete view of cabinets.

2. Choose the Cabinet and Edit Its Details

Editing cabinet detailsImage: Edit any fields needed then save your changes.

Tap or click on the name of the cabinet, then edit any of the details fields.

3. Save Your Changes

At the bottom of the Edit Cabinet view, you can Save your changes or Cancel to discard changes.

A Delete button is also available. See the "Deleting a Cabinet" section below.


Bulk Editing Cabinets

1. Use the List View to Find the Cabinets

Set to List View. Then set the Sort By dropdown to Cabinets.

Tip: Bulk Editing in Hierarchy View

Bulk edit button

Bulk editing is also available in the Hierarchy view, but starting with the list view is often simpler.

Select the cabinet button under the Filter fieldImage: Select the Cabinets button under the Filter field.

2. Choose Your Cabinets From the List

Tick the checkboxes for each cabinet that you'd like to edit. Then, click Bulk Edit.

Selecting cabinets from the listImage: Tick the checkbox for all of the cabinets you'd like to bulk edit.

3. Make Your Bulk Edits

Make a selection using the Select Action dropdown

Cabinet Bulk Edit Actions dropdownImage: Cabinet Bulk Edit Actions dropdown


Update Date Range

  • Select a Start Date and End Date
  • Click Update Date Range

Enter a start and end date then click update date rangeImage: Update Date Range


Add/Remove Categories

  • Toggle to Add or Remove
  • Check the categories you'd like to add or remove in the Select Categories menu
    • Click Done
  • Click Add/Delete Categories to save your changes

A success message will display after you've saved your changes.Image: Add/Remove Categories


Add Constraints

Warning

Constraints aren't necessary if your institution is using the Series25 LYNX Interface. LYNX includes its own, more sophisticated functions for defining date exceptions that should be used instead

  • Click Add Constraint
  • Enter a Name
  • Choose a constraint Type:
    • Exclude - identifies dates/times when events can't occur
    • Warning - allows schedulers to determine whether or not to schedule events during constraint periods
  • Choose a start date and time
    • Unchecking the This begins and ends on the same day box will allow you to choose an end date
  • Choose a repeat pattern:
    • Does Not Repeat
    • Ad Hoc
    • Daily
    • Weekly
    • Monthly

Add constraints formImage: Add Constraints

Deactivating a Cabinet Type

Deactivating a cabinet type, folder type, or event type means that new cabinets, folders, or events can no longer have that type.

Note: The Type Must Not Be In Use

To deactivate a cabinet type, you must first deactivate the folder types and event types within it.

1. Access the Cabinet Type

Use the Hierarchy view to see your existing structure. Choose Cabinet Hierarchy in the Sort By dropdown to see your full cabinet list. Tap or click on the name of any top-level cabinet type to enter its editing view.

2. Deactivate, if Available

Editing buttons activatedImage: The Delete and Deactivate buttons are available if folders and event types within the cabinet are deleted or deactivated.

If all the folder types and event types within this cabinet type are deactivated or deleted, the Deactivate button will be available.

Editing buttons deactivatedImage: The Delete and Deactivate buttons are disabled when unavailable.

If the action isn't available, the Deactivate button will be disabled without an outline.

Deleting a Cabinet Type or Cabinet

Access the Cabinet Type or Cabinet Edit View

Open the Hierarchy view to see your existing structure, then choose Cabinet Hierarchy in the Sort By dropdown to get a more complete view of cabinets.

If Deleting a Cabinet Type

Use the link on a top-level cabinet type's name to rename the type then use the Delete button. This action is permanent and should be considered carefully.

You can’t delete a cabinet type once actual folders or events using that type are created. If there are still folders and event types within it, the Delete button will be disabled without an outline.

If Deleting a Cabinet

Use the Delete button at the bottom of the editing view. This action is permanent and should be considered carefully.

Warning: Make Sure the Cabinet Is Not In Use

Use the Folder Hierarchy option in the Sort By dropdown menu of the Hierarchy view to expand your whole structure and be sure no folders are being used in a cabinet before deleting.