Event Scheduling
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      How to request survey-based availability

      Collect availability for a single event or multiple events at a time using 5 different collection methods!

      To create and collect survey-based availability:

      How to request survey based availability

      1. In the left-side toolbar, select EVENTS > SURVEY AVAILABILITY.
      2. On the top-right of the page, click on CREATE REQUEST FOR AVAILABILITY.
      3. Enter AVAILABILITY REQUEST NAME. 
        • For example, January Events or a single event name. 
      4. Enter SURVEY START AND END DATE.
        • This is the period of time the survey will be open to collect availability from your staff. The survey will need to be closed before generating an event schedule using staff availability. 
      5. Enter INSTRUCTIONS.
      6. Determine and select ALLOW MESSAGES and/or CONFIRMATION POP-UP options. 
        • ALLOW MESSAGES allows staff to communicate within the request to the managers who have been selected in the drop-down menu. 
        • CONFIRMATION POP-UP requires an employee to click acceptance, prior to viewing the request for availability.
      7. Enter a date range to generate a list of events to select to include in the survey availability request. 
      8. Click SEARCH EVENTS. 
      9. Under EVENT NAME, select the events to include by clicking on the checkbox next to the event name. 
      10. Determine how you would like to collect availability for each of your events.
        • ALL EVENTS ARE THE SAME allows you to use the same collection method for each of the events enrolled in your survey. 
        •  CHOOSE FOR EACH EVENT allows you to use a different collection method for each event enrolled in your survey. 
      11. For the event listed at the top of the page, select how employees will submit their availability. 
        • BY EVENT - Employees can only state if they are available for the entire event or not.
        • BY DAY - Employees can choose which day they are available to work.
        • BY DAY & POSITION - Employees can choose which days and positions they are available to work.
        • BY DAY & TIME - Employees can choose which days and times they are available to work.
        • BY DAY, TIME & POSITION - Offers the employee the most flexibility of when they can work.
      12. Click NEXT STEP.
      13. Click CREATE REQUEST FOR AVAILABILITY.
      14. Click VIEW THIS REQUEST.
      15. To request availability from staff, click on SEND TO ALL STAFF or select specific employees to collect availability from by clicking on the blue SEND button in the row of the employee name.