Adjusting and Editing Individual Event Occurrences

Warning: These Customizations Can Be Lost

Adjusting an event's initial occurrence date/time may remove the individual occurrence customizations described here as well as existing location and/or resource assignments. Keep this in mind when Editing Events.

You can add extra information and adjustments to individual event occurrences with the Event Form, either before or after assigning locations.

Date and Time Occurrence Options

All Date Occurrences editing options.Image: All Date Occurrences editing options.

Using the Manage Occurrences button in the Date and Time section will allow you these options:

  • Edit Occurrence Times (new in the Event Form)
    • Tap or click in the number fields to open a dropdown display of times
    • Choosing earlier or later times adjusts the am/pm display automatically
    • If you choose invalid times (such as an end time that precedes the start time), your change is reset to the original value

  • Add Comments
    • Type brief comments into the Comment field

  • Change Occurrence State
    • The dropdown menu has options for Active or Cancelled

  • View Location and Resource Information
    • See a summary of location and resource information
    • Remove selected locations and resources from an occurrence

  • Add Occurrences
    • Use the + Add Occurrence button to add additional occurrences

  • Remove Occurrence
    • Use the red shaded button to remove any occurrence

Occurrences For Either Locations or Resources

Viewing occurrences that are missing locations or resources.Animation: Viewing occurrences that are missing locations or resources.You can include or exclude occurrences from your location and/or resource searches by opening the Manage Occurrences display in the event date and time section of the event form. You can also see the list of event occurrences with options to:

  • Include Only Missing Locations View only occurrences that don't have locations requested or reserved
  • Include Only Missing Resources View only occurrences that don't have resources requested or reserved
  • View Included View only occurrences that are marked to include in location and resource searches
    • By unchecking the Include In Search checkboxes in the list of occurrences, you can remove an occurrence from your location search to help find locations without conflicts for that date and time
  • View All to return to the default view that shows all event occurrences
  • Add Occurrence

This view also gives you options for:

  • Adjusting occurrence Times
  • Adding a Comment to each occurrence
  • Changing the State to Active or Cancelled
  • Removing individual Locations and Resources from the occurrence
  • Removing occurrences

Location and Resource Occurrence Options

single occurrence location detailsImage: For single-occurrence events, location and resource details are available directly on the tile.

After adding a location or resource, the reserved/requested item appears below the search (which you can collapse). For events with a single occurrence, options can be edited directly on the tile.

Location View Occurrences buttonImage: View Occurrences buttons are available next to any reserved or requested Location.   Resources View Occurrences buttonImage: View Occurrences buttons are available next to any reserved or requested Resource.

For events with multiple occurrences, use the View Occurrences button to edit options. Use the Close button to save your changes.

Tip: Selecting Individual Occurrences for Assignment

All date occurrences modalImage: All Date OccurrencesIf you would like to set different locations and/or resources for different dates, you can select only the occurrences you want to include. For example, if the event repeats every Tuesday, Wednesday, and Thursday and you want to set a specific location and/or resources for the Tuesday/Thursday occurrences, check only those dates in the View Occurrences view within the Event Date and Time section, then use the Location or Resource Search button to reserve for just the selected dates.