Viewing Location Details

Throughout 25Live, the name of each Location is a link you can use to view its details views. Each location view also has sub-sections for:

• List
• Availability (Daily)
• Availability (Weekly)
• Calendar
• Audit Trail

Image: These standard controls are available in all details view sub-sections.

Each sub-section has controls for:

• More Actions:  An expandable section with location actions
• Refresh:  To pull a fresh view of the data
• Help:  To access more information about this view

You can also edit the name of a location from the top summary section of its details views.

Use the star icon () next to the location name to add it to your favorites.

How To View Location Details

Image: The Always Share and Security options may also be visible with proper permissions.

After following the link on a location's name from any screen, the summary details view shows by default. In this view (depending on your institution's options and your user's security permissions), you may be able to see controls in the top-right:

• Always Share toggle: To share the location
• View and Edit Security link: Takes users with proper permissions to the Series25 Group Administration tool to adjust security for objects
• Refresh:  To pull a fresh view of the data
• Help:  To access more information about this view

Additional information is arranged under headings for:

• Comments
• Layouts
  • Shows all layouts defined for this location, each layout's instructions (if any), and each layout's maximum capacity
• Images
  • Shows photos and diagrams of the layouts, if available
• Default Instructions
• Images
• Map
  • Links to Google Maps for the longitude and latitude of the location
• Related Spaces
• Location Scheduler
  • Set a default Location Scheduler to automatically route new events that request the location to that scheduler
  • With permissions, you can hover to view contact details
• Categories
• Features
• Attributes

How to Edit Location Details

See Inline Editing Location Details.

How To Configure a Location For Express Scheduling

The location details view provides an inline editable capability to configure a location to be used with Express Scheduling.

Image: The Express block without any configuration options set.

• Scroll down to find the Express block in the location details view.
• Select a Default Event Type to be applied to this location for new express events.
• Use the  edit icon to set the Maximum Event Duration allowed for express events in this location.

Image: An example Express block with the options set.

Express Scheduling does not bypass Object Security or Assignment Policy.  Users reserving a location using Express Scheduling must have object security permission to see and assign the location, and the Assignment Policy for the location must be set to Assign/Unassign or higher. You may want to adjust location security settings.

Using the More Actions Display

Image: Open the More Actions display by tapping or clicking on the expansion menu. Collapse it again using the Collapse link.

Use the More Actions menu link to expand all of the options available for Locations.

Image: Collapse link to close the More Actions section.

You can close the display using the Collapse link.

Options in More Actions

This display provides a number of extra actions to perform for this location, including:

Image: Use the Copy Location option to use the current location as a template to create a new location.

• Copy Location - allows you to copy the current location as a base for creating a new location

Image: The Print Report section provides a quick way to get to associated reports.

• Print Report -  links to reports available for this location
• Delete Location - See section below.
• Create Event - begins an event using this location in the Event Form or an Express Scheduling form (if configured for this location)

Image: The Subscribe section allows you to subscribe to feeds for this location.

• Subscribe - opportunities to subscribe to feeds for this location using Atom or iCal

How to Delete a Location

1. Open the More Actions Display

As described above, use the More Actions menu link to expand all of the options available.

2. Use the Delete Location Link

Image: Use the Delete Location link to open the delete display.

With the More Actions menu expanded, use the Delete Location link to open the delete display.

3. Toggle Delete Mode On

Image: A Delete Mode toggle helps ensure you're sure you want to delete the location.

Toggle the Delete Mode control to On to enable. This extra step helps give you a moment to consider if you want to take the permanent action of deleting the location.

4. Use the Delete Button and Confirm

With the Delete Mode on, the Delete button and its warning message will display. If you're sure, click or tap the button and confirm in the next dialog. The location will be permanently deleted from your Series25 database.

Location Detail Sub-sections

Viewing the Location List View

The List view shows you a list of events associated with this location within a table, starting on the selected date (which defaults to the current date). There are several controls and options available to change the list date, columns, and order.

To View Additional Pages of Items in List View

Image: Use controls at the bottom of the list to navigate and change how many items are displayed per page.

There are navigation controls at the bottom of the list where you can go to the next page, the last page, or jump to other pages of items. You can also choose how many items display on each page.

To Sort Items in List View

Most columns in the list table can be used to sort items. Simply click on the column title to see if the column is sortable. If so, the data is sorted in ascending order. Click again to sort in descending order.

Image: The column that the items are sorted by will display in bold.

To Choose Which Columns Display in List View

Image: Choose Columns button.

Use the Choose Columns button to reveal a list of all available table columns. Check the boxes next to any you wish to display.

To View Additional Details of Items in List View

Image: Any search result information that is underlined links to more details.

Click on the names of events, locations, resources, and organizations to go to each item's details view. Any piece of information in the table that links to more details is underlined.

Viewing the Location Availability Views (Daily and Weekly)

Image: The Daily Availability view.  Image: The Weekly Availability view.

The Availability views consist of three main parts:

• Availability toolbar at the top
• Left sidebar:
  • Daily View: Dates are displayed, spanning 30 days from the selected date
  • Weekly View: Hours are displayed for each day of the week of the selected date
• The availability grid with top column headers:
  • Daily View: The columns along the top show hours for the selected date, and a vertical bar advances across the grid (updating every 2 minutes) indicating the current time to help differentiate past and future events
  • Weekly View: Each column shows a day of the week containing the selected date, beginning with the preceding Sunday
    • Example: If you choose Tuesday, the 3rd, the week displays beginning with Sunday, the 1st
    • The current date is highlighted

Image: Use the checkbox to Include Requested (or Draft or Preference) reservations in the grid.

Availability grids have the ability to display Drafts/Requested Reservations/Preferences on the grid. To view, use the Include Requested checkbox in the toolbar at the top of the grid.

The grid uses color codes to indicate availability and the status of events. Use the Legend button to view a guide to either the default or custom colors. Default colors include:

• Blank/White:  Available
• Gray:  Closed hours, based on the location's open/closed hours
• Black:  A blackout hour
• Green:  A normal event with occurrence start and end times
• Light green:  Setup/pre-event or post-event/takedown time before and/or after an event time
• Orange/Beige:  Location unavailable due to a relationship with another location
• Purple/Gray Slashes:  Pending location reservation
  
  

Image: In the above example, the “Northwest Art Awards” event is scheduled from 3:00pm - 5:00pm, shown in green, but the event also has setup/pre-event time and post-event/takedown time, shown in light green. Another event that day is shown in Orange, indicating the event’s location is unavailable.

The availability grid also allows you to create events in the displayed location for specific hours/days by using the create event  icon in available grid squares. Users will see a warning if they attempt to create an event in the past.

If your institution instance has Express Scheduling set up, using the create event  icon for any configured location will bring up the Express Scheduling form for quick event creation. Use the Open in Form button to use the Event Form to create you event instead.

To Change the Date Displayed in Availability View Search Results

Image: Clicking on the date opens the date picker.

To choose a new date (other than the previous or next), click on the date text to open the date picker. Use the arrows on either side of the date to go to the previous or next date.

To Filter By Days in Availability (Daily) Views for Individual Locations 

The availability toolbar at the top features a Days button that allows you to adjust the view to only include certain days of the week in the grid.

To Change the Hours Shown in the Grid

Animation: Use the slider controls to change the hours displayed in the availability grid.

At the top-left corner of the availability grid are controls for changing which hours are shown, whether the hours are displayed along the top (in the daily view) or along the left side (in the weekly view). Click on the control icon  to open the Hours display. Move the sliders along the line to adjust the hours shown in the grid.

To Change the Availability (Daily) View Mode

Use the Separated/Overlapping/Edit Mode dropdown menu to select how you view events that might overlap in the display, such as shared space events or bound events. Choosing Separated shows every event within each square of the grid distinctly. In Edit Mode you can make changes, such as Delete and Copy. If you select the Overlapping View Mode then Edit Mode, you can drag and drop events within the grid. 

Animation: You can drag the event block to a new date and time in the Schedule availability grid.

In the Daily view Edit mode, the availability grid allows you to change the event date and time by dragging the event's colored block within any available grid squares. Check the "Snap To Grid" checkbox above the grid to restrict times to half-hour blocks, or uncheck the checkbox to freely move the event to any time.

Image: Right-click an event title to display editing and viewing options.

You may also right-click on a regular event title (in green) to display editing and viewing options for that event.

Viewing the Location Calendar View

The Calendar view shows you an easy-to-read grid of days on which events take place associated with this location.

This view also allows you to create events in the displayed locations by using the create event  icon in the calendar grid. If your institution instance has Express Scheduling set up, using the create event  icon for any configured location will bring up the Express Scheduling form for quick event creation. Use the Open in Form button to use the Event Form to create your event instead.

To Change the Timespan Displayed in the Calendar View

Image: Use the time span controls to choose how many days display in the Calendar view.

You can choose from three different time span settings in the Calendar view:

• 3-Day
• Week
• Month

To Change the Start Date of the Calendar View

Image: Use the date picker to choose which dates to display in the Calendar view.

You can click on the date to open a date picker. Choose the start date of your 3-Day, Week, or Month display of dates.

Use the arrow buttons at the bottom of the calendar grid to move the dated display backward or forward.

Viewing the Location Audit Trail

The Audit Trail view shows a list of actions performed with this object available to users with sufficient permissions.