Adding and Editing Cabinets

How to Access Master Definitions

1. Go to the System Settings View

Image: 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.

Image: 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.

^{Image: 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:

• Take the time to read about Best Practices: Cabinets, Folders, and Event Types that will explain creating a “25Live-oriented Event Structure,” especially if your institution used to use R25 as well as Case Study: Converting an Existing R25-oriented Event Type Hierarchy to a 25Live Hierarchy
• Know the appropriate date range you want to set for each cabinet. We recommend a wide date range that stretches many years into the future
• Think about the other data you'll add to each cabinet for data inheritance purposes to be sure it's correct
• Be ready to set appropriate object security on each cabinet in the Series25 Group Administration tool

1. Go to the Hierarchy View

Image: 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.

Image: 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.

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

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.

Image: 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

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

Image: 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.

Image: 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.

Image: 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

Image: Cabinet Bulk Edit Actions dropdown

Update Date Range

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

Image: 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

Image: Add/Remove Categories

Add Constraints

• 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

Image: 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.

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

Image: 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.

Image: 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.