Knowledge Base/Official Insight Help/Calendar

Calendar Events

Justin Ruffell-Ward - Insight Support
posted this on December 09, 2010 20:09

The calendar on your web site provides a personalised and up to date diary for each member - showing details of each event, contact information for the organiser, and even a map on how to get to the venue!

 

This guide explains how to manage the events in your calendar.

Creating a new Event

  • If you haven’t logged into the web site already, do so now. Click the Login link at the top of the home page and enter the login name and password as supplied.
  • Once you have successfully logged in, click the web office link at the top of the home page.
  • Select a usergroup user group folder associated with the event you are creating.  For example if you are adding a youth meeting click on the Youth group folder. Alternatively you may create an area specifically for storing all your events and then sub-divide that into different event categories. Because this second method isn't based on groups that have a membership associated with them, however, you won't therefore be able to display events only to a select group of people.
  • Select the Events tab to display the calendar.
    Events tab not available?  This will either be because you have not selected a user group (user groups are the usergroup yellow folders) or because you don't have the necessary permission to publish events in this group. Contact your site administrator to grant you the Events Web Office permission to you for the area of the site you require it within.

By default, every event taking place which you have permission to edit will be displayed. Those events that do not belong to your current group are “greyed out” as illustrated below:

 

calendar events

 

Today’s date is highlighted with an orange box.  If you wish to see only those events which belong to your group click the show selector at the top of the calendar and select events for this group only.

  • Locate the date when you wish to add a new event; use the arrow-leftand arrow-rightbuttons to move backwards or forwards one month at a time, or use the jump to selector to move directly to a particular month.
  • Click the add button on the appropriate date.  The event details window will be displayed shortly afterwards.
  • Enter a title, details, a location name and, if available, the postcode where the event will be held (note: you must supply a valid postcode in order to provide a location map).
    Note:If your postcode doesn't acurately reflect the location of the event on the map you can manually plot the location on the map using the Set map directly link.
  • If necessary click the select button to change the event contact or remove to display no contact for the event.
  • By default the start and end dates will contain the date on which you selected the add button.  If either of these are incorrect enter a new date now; use the calendar-date-control button if required to select a date using the interactive calendar.
  • Enter the start and end time of your event or tick the all day event option if appropriate. If this event occurs regularly you may also wish to use the recurring event option to enter a number of events in a single process:
    • Use the occurs every selector to choose how frequently the event takes place. If required, select a day when event reoccurs (by default this will be the day when the first event takes place).
    • Finally select the date on which the final event in the series takes place.
    Note: If some of the events in the series take place on a different date, or have a different location you can edit the details of each event individually once the series has been created.
  • Click the select button, next to the Extra link label, to link the event to an existing article or group if necessary.
  • Use the access permissions selector to restrict who can see details of the event. See "Setting the visibility of content" for more details about the visibility options.
  • Click the OK button to complete the process.  The events view will be updated to show the new event.

Editing an Existing Event

You can edit the details of an existing event as follows:

  • Display the events view using the method described above.
  • Click on the title of the event you wish to edit; if the title is “greyed out” the event is located in another group and the Web Office will jump to that group in order to enable the editing facilities.
  • The event details window will be displayed; edit the details of your event as described in the previous section.
  • If this event is part of a recurring series click the apply changes to all events if required.
  • Finally, click the OK button to commit your changes and return to the events view.

Event Rotas

The event-rota symbol after a title in the events view indicates that rota duties are associated with this event.  Click on the symbol to display the event rota – a list of people performing tasks at this event.

tipTips

  • It's important to think about who is the event relevant to? You should restrict an event's visibility to group's members only if they are the only people who will be interested in the event. This will keep user's calendars more personalised and therefore less cluttered.  

 

Comments

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Doug Addison

Is there plans to allow more than 6 months of events to be displayed on a list view? My website visitors tend to miss future events because Endis requires that they go to Monthly View to see more than 6 months (I book a year in advance)

February 10, 2011 02:35
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Justin Ruffell-Ward - Insight Support
Endis

You can display up to a years worth of events in the "Calendar component", is that what you're referring to?

February 11, 2011 12:17
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Jennie Cloherty

Hi Justin,

With the 'tags' option on events, I'm wondering if it is possible to insert the 'event component' into an article with it linked to specific 'tags' instead of linked to a specific group? For example, I have 1 event that I'd like to keep under a specific region 'group', however I'd also like it to come up under a specific person's article to note that event is one they are speaking at. This example actually affects about half of our calendar events!

Thanks.

February 24, 2011 14:16
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Justin Ruffell-Ward - Insight Support
Endis

It's not possible currently to filter events by their tags, although it's still worth tagging them as the advanced site search can search tags.

Filtering the calendar events by tags would be a great addition though. You could post it under feature requests to gain maximum momentum.

February 24, 2011 14:26
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Jennie Cloherty

Do you have any other suggestions for enabling 1 event to be listed under 2 headings??

I will definitely make it a request - thank you!

February 24, 2011 14:35
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Justin Ruffell-Ward - Insight Support
Endis

The only way would be to place the event in it's own group so you can display it in several different places without displaying other events.

February 24, 2011 14:38
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Steve Miller

Hi Justin,

There seems to be a function missing from the Calendar. I can’t find anything that will allow reminders to be set. The only reminders I can find are in Rotas. This seems to be a shortfall because we would like to set a Calendar event (for example a PCC meeting or a prayer meeting) and set a reminder for a group of users so they get a reminder email similar to Rotas giving them a reminder about the meeting. What would be useful is to be able to set a calendar event for a group and then set a reminder for all users linked to that group as well as being able to link that reminder to other users not part of the group if necessary. Or to simply set a calendar event and choose which users should have the reminder. Most other calendars I come across (Microsoft Outlook, Google, Hotmail, etc) allow reminders to be set.  Is this something that is planned for inclusion in your product or are there reasons why this is not possible. It seems to me a fundamental omission.

March 09, 2011 11:01
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Justin Ruffell-Ward - Insight Support
Endis

Events don't currently have reminders. Please post this in the feature request forum to gain maximum momentum for this feature.

Currently you could add reminders for an event through these methods:

1.Create a rota and add the events you want reminders for to the rota. You can add a whole group to a rota so everyone whose a member of that group at the time the reminders are sent will be emailed.

2.You can add an ical feed of the calendar to external calendars like Google calendar or Outlook. You can then ask to receive reminders for those events within those external applications (Google calendar even allows you to Set up your mobile phone to receive free SMS notifications). The downside of this method is the user needs to go through the steps to get reminders themselves. Instructions on adding the calendar ical feed to Google calendar here: http://help.shareinsight.info/entries/355068-export-your-web-site-events-using-ical

March 09, 2011 13:25
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Sarah Broadbent

I realise that for events to show on the front of the website they need to have been entered under the top category ('What we're up to'). Is there a way of changing the visibity of events entered under a group to 'visible to all visitors' please? If not, I could re-enter events and delete the 'grey' ones, but the problem I have is that we have events entered under a group ('Sunday Celebrations') with rotas attached - and it tells me the rotas will be lost if I delete the events! Help, please. At present our Sunday evening services are not showing on the calendar on the front of the website, as they were entered under a group instead of the top category!

with thanks, Sarah

April 19, 2011 13:32
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Justin Ruffell-Ward - Insight Support
Endis

Sarah, if your homepage layout is set to display all events from your site then it'll display your Sunday Celebrations. It sounds like it's incorrectly configured to show events from the current group.

If you need any further help please let us know.

April 20, 2011 12:20
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Sarah Broadbent

I can make everything show by moving events into the top category, but it would be better to configure it correctly. How do I do that? ie make all events 'visible to all' - that option is not available in groups other than the top one so that's what needs to change.

with thanks, Sarah

April 23, 2011 08:40
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Justin Ruffell-Ward - Insight Support
Endis

If you can't set an event to be 'visible to everyone' it'll be because the group itself isn't visible to everyone. If you're not sure how to change/check the group security setting then follow the instructions on 'renaming a folder' but instead of renaming it check the 'security' setting of the group.

If you still need help then please raise a support ticket.

May 03, 2011 10:21
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Gail Beckett

We have just started using the calandar facility on the website and are a bit confused.

Do we need to create an event on the calandar so that anyone who looks at our website see's the event but also in the background create a resource (book the room) so that no room conflict is created?

Also when one of our Youth Team created an recurring event it was set to pending in resources, now we are able to confirm the event can go ahead, is there any way of confirming the whole series rather than individually confirming?

thanks,

Gail

July 26, 2011 10:24
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Tess Powderham

Is it possible to make the Upcoming Events list run for more than 7 days? My problem is that, whilst the home page lists all groups events and therefore has several showing, some groups may only have a monthly event and therefore the box is empty.

Thanks

Tess 

March 14, 2012 20:11
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Paul Tostevin - Insight Support
ShareInsight

Hi Tess

I assuming you are referring to the calendar component - if so then yes - in the event section of the calendar component the default is 7 but this can be changed to the number of days you want.

Paul

March 19, 2012 13:17