# Advanced Scheduling

:::info
**Privileges**

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

:::



:::warning
**How to Access Advanced Scheduling (the Activity Scheduler page)**

While Admins have an **Advanced Scheduling** link in the [**Edit Activity pop-up**](/doc/3126dc43-868d-4922-8c32-8c7aa7a73438) 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**](/doc/how-to-access-the-activity-scheduler-l5XKZ3pYK5).

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/22af459a-a598-420a-94c1-9dee92e12b75/76910337.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=b8e31386129f46ee6001fb42e4855a57fb8372ca011bdb4b7f6cad98804a652f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =659x376")

# Privileges

## SRP (Scheduling and Resource Planner)

Users with this [**privilege**](/doc/privileges-wnjrx8qPWS) 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**](/doc/how-to-share-activities-with-activity-managers-and-srp-users-YvWgi4WqxA).

  
:::info
  The user automatically gains access to the Activity's Advanced Scheduling option when they assign an event to a running activity.

  :::
* Print or send **calendar views** (Daily/ Weekly/ Monthly) in email  


:::warning
**Important**

**SRP** users can create events only for Activities that have been [**shared with them**]() for both 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**](/doc/privileges-wnjrx8qPWS) can:

* access, edit, or delete any event in the **Calendar** (independent of the [**Share**](/doc/07a89fc6-0f8f-4156-bd09-fa9cdc611bf1) settings of the Activity)
* Schedule events in the **Calendar** module and assign them to *any* running Activity (independent of sharing).  
  The user automatically gains access to the Activity's Advanced Scheduling option when they assign an event to a running activity.

  
:::warning
  Events scheduled by a full-control user are approved by default, and the user can also approve events scheduled by an **SRP** user.

  :::
* Print or send calendar views (Daily/ Weekly/ Monthly) in email  


:::tip
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.

:::


:::tip
**Advanced Scheduling** is also available for **Calendar** events. See [How to Access the Activity Scheduler through the Calendar](/doc/how-to-access-the-activity-scheduler-through-the-calendar-2ImwYSeuE4).

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/c6fe9069-6e5b-4f07-a560-beb9a8815b56/137658446.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=429509ff7c37f1241bb6ac72cd74bad78fa84e5c9f0bb69d6ff52d1b248f33fd&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)



:::tip
For more details, see [How to Understand Concepts within Advanced Scheduling]().

:::

# About Advanced Scheduling

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

## 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](/doc/how-to-add-new-events-in-activity-scheduler-Nnd8NOn2DC) |
| **Creating timeslots** (within at least one round) | [How to Set Timeslots](/doc/how-to-set-timeslots-2Dz30DMuyB) |
| **Selecting** **a** **station** (room) as the location of a single Case | [How to Set Stations](/doc/how-to-set-stations-0muKYWlDYJ) |
| **Assigning learners** and SPs (if applicable) | [How to Assign Learners to Scheduled Events](/doc/how-to-assign-learners-to-scheduled-events-1prezwooBD)[How to Assign SPs to Scheduled Events](/doc/975da556-0e9b-4bf1-bae2-58f9eac9401e)  |

  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/a8259442-c37d-48eb-adf6-f2e213053a75/137658447.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=fb9561dd9e1a3574aba54dfa9825c0e73277e06a96fd1c10f813cd96fe274b26&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

## Optional features

| Sending **date request** and **date availability emails** to learners and SPs | [Sending Learner date request emails](/doc/advanced-scheduling-6uw4GlWcNY) |
|:----------------------------------------------------------------------|:------------------------------------|
| Reviewing **date requests** (if sent out and answered)                | [Reviewing Date requests](/doc/how-to-assign-learners-to-scheduled-events-1prezwooBD) |
| Reviewing **assignments**                                             | [Generating Assignments](/doc/how-to-assign-learners-to-scheduled-events-1prezwooBD)<br>[Reviewing Assignments](/doc/how-to-assign-learners-to-scheduled-events-1prezwooBD) |
| Sending **notification emails** to learners and SPs                   | [Sending Notification emails](/doc/advanced-scheduling-6uw4GlWcNY) |



:::info
Each [**Case**](/doc/case-manager-QdAIr4bLwJ) **is carried out on a Station, essentially a room assigned to the specific scheduled event**.  
[**Rooms**](/doc/rooms-tab-ps5MTFHIAS) 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**](/doc/system-manager-ar9EDnlVcL) module.

:::


:::warning
**'**[**Stations in Advanced Scheduling**](/doc/stations-in-advanced-scheduling-DbvzvWxUZV)**'** is a different concept within LearningSpace than **'**[**Stations**](/doc/stations-settings-wf9eO8UwgJ)' (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**](/doc/stations-settings-wf9eO8UwgJ) page.

:::


### Data entry only allowed from manually authorized workstations

The *'*[**Data entry only allowed from manually authorized workstations'**](/doc/46c8826b-5f2c-4f2d-a1a8-3f5772b0fb4a) restriction (available on the [**Options **](/doc/options-tab-zQSKY4ChC4)tab of the [**Edit Activity**](/doc/3126dc43-868d-4922-8c32-8c7aa7a73438) pop-up window):  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/73d092c4-626a-45b4-b8e7-193b98596633/76910339.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=829a700f04418cd5a689eb36e6302ac1477af1f1616e9e9eb696ce280231b0f3&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =667x407")

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

  
:::info
  *Easy Login*

  If you are using [**Legacy Login**](/doc/login-and-dashboard-RUgPhfwowz), your users can access [**Easy Login**](/doc/how-to-set-up-automatic-user-forwarding-to-data-entry-VU5vVTY5HD) on the workstation computers they log in to.

  :::
* **If not enabled**, the Activity and its Cases can be accessed from **any computer.**

  
  
:::warning
  ***NOTE***: Scheduled events **always overwrite** [RNSA](/doc/rnsa-how-to-reserve-a-room-without-scheduling-BkpJkdhEpm) 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.

  :::


:::tip
For further information, visit our [Advanced Scheduling - How to](/doc/advanced-scheduling-how-to-UJCDK89q5K) pages and view our [Activity Manager Training Videos](/doc/activity-manager-training-videos-v7AzArcYms).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)