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Facilities Scheduling FS Direct for Requestors

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Page 1: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Facilities SchedulingFacilities SchedulingFS Direct for RequestorsFS Direct for Requestors

Page 2: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Facilities SchedulingFacilities Scheduling

Checking AvailabilityMaking a new scheduleView the calendar

Checking AvailabilityMaking a new scheduleView the calendar

Page 3: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

Put your best foot forward and begin your schedule by checking what is available.

Click on the “Schedule Request” TabSelect your location, rooms, and dates.

To choose multiple dates or rooms, hold down the Cntrl Key on your keyboard and click the rooms/dates you would like.

Put your best foot forward and begin your schedule by checking what is available.

Click on the “Schedule Request” TabSelect your location, rooms, and dates.

To choose multiple dates or rooms, hold down the Cntrl Key on your keyboard and click the rooms/dates you would like.

Page 4: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

Page 5: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

Select your date and times.You can use the check availability

button under the date or the time (or both).

Select your date and times.You can use the check availability

button under the date or the time (or both).

Page 6: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

You can use the check availability button under the date or the time (or both).

Do not use “View Bookings”.

As a requestor this will not show you everything that is happening, using the “check availability” button will!

You can use the check availability button under the date or the time (or both).

Do not use “View Bookings”.

As a requestor this will not show you everything that is happening, using the “check availability” button will!

Page 7: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

This screen will pop-up.

Note the time frame asked for is a light creamy yellow, and both days are shown.

This screen will pop-up.

Note the time frame asked for is a light creamy yellow, and both days are shown.

Page 8: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

According to the legend above, this view tells us that 11/8 has an organization-wide “School Event Scheduled”

You can view the calendar to see what it is.

In this case it is Conferences.

According to the legend above, this view tells us that 11/8 has an organization-wide “School Event Scheduled”

You can view the calendar to see what it is.

In this case it is Conferences.

Page 9: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

According to the legend, 11/15 has multiple bookings from 7-8 pm (red X’s); both rooms requested are scheduled during those times.

According to the legend, 11/15 has multiple bookings from 7-8 pm (red X’s); both rooms requested are scheduled during those times.

Page 10: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Checking AvailabilityChecking Availability

We can see that 11/8 is available from 7-9 pm

So, at this time we could go ahead and make our schedule for

7-9 pm on 11/8 only, OR choose other dates/rooms/locations.

We can see that 11/8 is available from 7-9 pm

So, at this time we could go ahead and make our schedule for

7-9 pm on 11/8 only, OR choose other dates/rooms/locations.

Page 11: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new scheduleMaking a new schedule

Now that we know when the rooms are available,

lets go ahead and make a new schedule for 11/8, from 7-9 pm.

Now that we know when the rooms are available,

lets go ahead and make a new schedule for 11/8, from 7-9 pm.

Page 12: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new scheduleMaking a new schedule

Your title should be short and sweet.

Please include the building initials, and for Administration, also the room initials.

Your title should be short and sweet.

Please include the building initials, and for Administration, also the room initials.

Page 13: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new scheduleMaking a new schedule

To select more than one room, such as the board room front and back, press the Ctrl key on your keyboard and click on the desired rooms.

To schedule the whole building, click ALL the rooms.

To select more than one room, such as the board room front and back, press the Ctrl key on your keyboard and click on the desired rooms.

To schedule the whole building, click ALL the rooms.

Page 14: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new scheduleMaking a new schedule

The duration should be equal to your meeting time, plus set up and take down.

-Please DO NOT USE “spans over” to indicate the number of days you want to schedule.

Tentative scheduling should be used sparingly, or not at all.

The duration should be equal to your meeting time, plus set up and take down.

-Please DO NOT USE “spans over” to indicate the number of days you want to schedule.

Tentative scheduling should be used sparingly, or not at all.

Page 15: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new scheduleMaking a new schedule

When in-district use is scheduled, chose WWPS for the organization.

This will populate a drop down list.

If you do not see the event’s contact name on the list, choose “Other Contact Name” at the bottom of the list and fill in their name and essentials.

The same is true for out-of-district

organizations.

When in-district use is scheduled, chose WWPS for the organization.

This will populate a drop down list.

If you do not see the event’s contact name on the list, choose “Other Contact Name” at the bottom of the list and fill in their name and essentials.

The same is true for out-of-district

organizations.

Page 16: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new scheduleMaking a new schedule

When in-district use is scheduled, you can leave the Insurance Information blank.

When out-of-district- Current Insurance information is REQUIRED FROM EVERYONE!

When in-district use is scheduled, you can leave the Insurance Information blank.

When out-of-district- Current Insurance information is REQUIRED FROM EVERYONE!

Page 17: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new scheduleMaking a new schedule

Please use the climate control service request whenever your event is after 4 pm or on a non-school day.

Please use the climate control service request whenever your event is after 4 pm or on a non-school day.

Page 18: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new schedule- Asking for Services

Making a new schedule- Asking for Services

If you check a service- you must type in what service you need.

This request goes to the appropriate person in the form of an email.

If you do not ask for it here- you will not get it!

If you check a service- you must type in what service you need.

This request goes to the appropriate person in the form of an email.

If you do not ask for it here- you will not get it!

Page 19: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Making a new schedule- Make your event visibleMaking a new schedule- Make your event visible

Fill in the number attending your event- or your best guess

Make sure your event is visible on the public calendar so everyone can know about it.

Your password is “eventsup”

(Not case sensitive). -SAVE Your

Schedule!

Fill in the number attending your event- or your best guess

Make sure your event is visible on the public calendar so everyone can know about it.

Your password is “eventsup”

(Not case sensitive). -SAVE Your

Schedule!

Page 20: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Your Schedule is saved!Your Schedule is saved!

Page 21: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Viewing the calendarViewing the calendar

From the “Schedule Request” tab, change to the “My Requests” tab.

Then choose “My Schedule Requests”

From the “Schedule Request” tab, change to the “My Requests” tab.

Then choose “My Schedule Requests”

Page 22: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Viewing the calendarViewing the calendar

To view the calendar by Month, click “Month Calendar”

To view the calendar by Month, click “Month Calendar”

Page 23: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Viewing the calendarViewing the calendar

Select the Location you wish to view or “Organization Wide” to see everything.

When you are ready click “Refresh Calendar”

Select the Location you wish to view or “Organization Wide” to see everything.

When you are ready click “Refresh Calendar”

Page 24: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Viewing the calendarViewing the calendar

Page 25: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Viewing the calendarViewing the calendar

When looking at the schedule we just made, we can see it is on the calendar, but has a red dot next to it.

According to the legend above, this means, “Requested, but not approved”.

This request is waiting for approval at the building level.

When looking at the schedule we just made, we can see it is on the calendar, but has a red dot next to it.

According to the legend above, this means, “Requested, but not approved”.

This request is waiting for approval at the building level.

Page 26: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Viewing the calendarViewing the calendar

If we click on the event itself, a new screen pops up with a synopsis of the event details.

If we click on the event itself, a new screen pops up with a synopsis of the event details.

Page 27: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

Viewing the calendarViewing the calendar

This is also where your “event description” will show up if you put one in.

This is also where your “event description” will show up if you put one in.

Page 28: Facilities Scheduling FS Direct for Requestors Facilities Scheduling Checking Availability Making a new schedule View the calendar Checking Availability

The end...The end...

Happy Scheduling!