< !!! INTERNAL USE ONLY !!! >
Not for distribution directly to end user
Overview
This article will give a comprehensive guide to the event scheduling process
Audience
Faculty and Staff
Procedure
Initial Event Request
- Any CCBC employee can submit an event request through 25Live; it is not restricted to specific roles.
- The person submitting the request is referred to as the Scheduler for tracking and ticket creation purposes.
25Live Confirmation and Forwarding
- 25Live does not automatically generate email confirmations.
- Instead, Donna Leach or Tiffany Rosario (event coordinators) manually forward the 25Live event details (typically as an email with an attached PDF) to the Helpdesk mailbox for processing.
- Occasionally, other individuals submit tickets or emails directly to the Helpdesk without involving 25Live.
- Issue: This bypasses Tiffany and Donna, meaning they may not be aware of the event, which can lead to coordination issues.
Ticket Creation and Required Information
When creating a ticket for an event request, the following information must be included in the Event Form:
Mandatory Fields:
- Requestor:
- The Scheduler (who submitted the 25Live request) is entered as the Requestor.
- The "Notify Requestor" box should be checked to ensure the Requestor receives updates.
- Event Name:
- The exact title of the event from the 25Live email or PDF (e.g., Joint Council).
- Description:
- Include a detailed summary of the event, referencing any specific requests or notes from the email or attachments.
- Example:
"Event requires a microphone and camera. Please submit a SchoolDude request for room layout and reference confirmation #2024-ACSZVV."
- Attachments:
- Upload relevant files, such as:
- The 25Live confirmation PDF.
- Room diagrams or layouts (e.g., U-shape layout).
- Location:
- Specify the event location (Campus, Building, and Room).
- If the location is not listed:
- Leave the building off but ensure the campus is selected.
- Start Date and Time:
- Enter the start date and time of the event.
- End Date and Time:
- Enter the end date and time of the event.
Handling Follow-Up Notes and Updates
- Adding Follow-Up Notes:
- Any follow-up emails or notes related to the event are added to the ticket as comments.
- Example: If an email mentions, "I moved 1.9 to the boardroom as requested and approved," this note should be included as a ticket comment with context.
- Notifying Contacts:
- After adding the update, notify all contacts and the requestor using the ticket system’s notification feature to ensure everyone is informed.
- Make sure to notify Donna Leach and Tiffany Rosario as well
- Editing Ticket Details:
- For updates that involve changes to the event (e.g., new location, adjusted time, or additional resources), edit the existing ticket details to reflect the most accurate information.
- Adding New Contacts:
- If follow-up emails include additional recipients (not already listed in the ticket), add these individuals as contacts to the ticket.
Special Cases (Multiple Dates or Campuses)
- Events with Multiple Dates:
- For events that span multiple dates (e.g., recurring meetings like Joint Council on 1/9, 1/23, 2/6, etc.), separate tickets are created for each date.
- This ensures clear tracking and avoids confusion for the AV team when managing resources for specific dates.
- Events Across Multiple Campuses:
- If an event takes place across multiple campuses (e.g., Essex and Catonsville), a separate ticket is created for each campus.
- Tickets are routed to the appropriate campus-specific queue to ensure the correct AV team handles the request.
- Reasons for Splitting Tickets:
- Splitting tickets by date and campus is critical to:
- Avoid confusion for the AV teams.
- Ensure requests are correctly assigned to the team responsible for that campus or specific date.
Finalizing the Ticket and Escalation to the Event Queue
- Steps Before Escalation:
- Before escalating the ticket to the event queue, the following must be completed:
- Ensure all required fields are filled out (e.g., event details, dates, location, requestor).
- Add any relevant notes to the ticket.
- Include all contacts (e.g., schedulers and email recipients) to ensure proper communication.
- Important: If additional notes or updates come in after the ticket has been escalated, locate the existing ticket and add the new information to keep it up to date.
- Escalation Process:
- The AV responsibility field automatically populates to route the ticket to the appropriate Events group.
- Key Point: Ensure the campus location is correct, as this determines the proper routing to the correct queue and AV team.
- Follow-Up After Escalation:
- No special follow-up or confirmation is performed unless requested by the requestor.
- If the requestor asks for a follow-up, the person who receives the request is responsible for ensuring it is addressed.