Advanced Scheduling

Privileges

Users with SRP or SRP (full control) privilege or Admins.

How to Access Advanced Scheduling (the Activity Scheduler page)

While Admins have an Advanced Scheduling link in the Edit Activity pop-up by default, access for users of other privileges may vary. 
Find out about the various ways your users can access the Activity Scheduler on this page.

Privileges

SRP (Scheduling and Resource Planner)

Users with this privilege can:

  • access, edit, or delete events that are independent of (not assigned to) any Activity

  • schedule events in the Calendar module, and assign them to a running Activity shared with them.

    The user automatically gains access to the Activity's Advanced Scheduling option by assigning an event to a running activity.

  • print or send calendar views (Daily/ Weekly/ Monthly) in email

Important

SRP users can only create events for Activities that have been shared with them for reading and writing.
Also, events scheduled by an SRP user must be approved by an SRP (full control) user or an Admin.

SRP (Scheduling and Resource Planner) full control

Full control users can:

  • access, edit, or delete any event in the Calendar (independent of the Share settings of the Activity)

  • schedule events in the Calendar module, and assign the events to any running Activity (independent of sharing).
    The user automatically gains access to the Activity's Advanced Scheduling option by assigning an event to a running activity.

    Events scheduled by a full control user are approved by default, and the user can approve events scheduled by an SRP user.

  • print or send calendar views (Daily/ Weekly/ Monthly) in email

Combine the SRP or SRP (full control) privileges with the Activity Manager privilege to grant access to the Advanced Scheduler through the Edit Activity pop-up window.

Advanced Scheduling is also available for Calendar events. See How to Access the Activity Scheduler through the Calendar.

About Advanced Scheduling

Advance Scheduling goes beyond blocking off chunks of time in the Calendar to reserve rooms to complete specific Cases on specific dates. With Advance Scheduling, you can plan the structure of your Activity-related event down to the minute, set up automatic recording, and even collect the availability of the Activity participants.

Necessary steps of Advanced Scheduling 

Step

Related help link

Determining the date and starting time of the event

How to Add New Events in Activity Scheduler

Creating timeslots (within at least one round)

How to Set Timeslots

Selecting a station (room) as the location of a single Case

How to Set Stations

Assigning learners and SPs (if applicable)

How to Assign Learners to Scheduled Events

How to Assign SPs to Scheduled Events


Optional features

Sending date request and date availability emails to learners and SPs

Sending Learner date request emails

Reviewing date requests (if sent out and answered)

Reviewing Date requests

Reviewing assignments

Generating Assignments
Reviewing Assignments

Sending notification emails to learners and SPs

Sending Notification emails

Each Case is carried out on a Station, essentially a room assigned to the specific scheduled event.
Rooms have cameras, but simulators, intercom devices, and workstation computers can also be configured.
You can set up these devices on the relevant tabs of the System module.

'Stations in Advanced Scheduling' is a different concept within LearningSpace than 'Stations' (a specific computer that can be linked to a room and used for data entry by any designated participant of an Activity). Learn more on the Stations Settings page.

Data entry only allowed from manually authorized workstations

The 'Data entry only allowed from manually authorized workstations' restriction (available on the Options tab of the Edit Activity pop-up window):

  • If enabled, the Activity and its Cases will only be accessible from the computer(s) assigned to the rooms where the Cases are scheduled.

    Easy Login

    If you are using Legacy Login, your users can access Easy Login on the workstation computers they log in to.

  • If not enabled - the Activity and its Cases can be accessed from any computer.

    NOTE: Scheduled events always overwrite RNSA settings.
    This means that recording will start and stop in a room according to schedule - if one is present in that room simultaneously with the RNSA - and RNSA settings will be ignored by the system at that time.

For further information, visit our Advanced Scheduling - How to pages and view our Activity Manager Training Videos.