FacilitySchedulingDirect User Manual
Contents
1. 5 Duplicate This status indicates that the request has already been entered Below is a look at the Schedule Request page CEES tocout nee Sloan County Schools u My Requests Work Request Schedule Request Inventory Request Trip Request Help SEARCH KNOWLEDGE BASE New Schedule Normal Schedule Recurring Schedule Irregular Schedule Single date e Daily e Single date e Multiple dates e Weekly e Multiple dates Same Monthly Multiple location areas e Same Rooms areas location areas PEENTE I Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff As you can see there are three types of schedules you can submit 1 Normal Schedule 2 Recurring Schedule 3 Irregular Schedule We ll cover each type of schedule one at a time so that we can discuss in depth how each one works 10 Normal Schedule This type of schedule is for any single event that will occur once or on multiple dates It also covers events that occur in the same Area Location For this particular type of schedule you can pick up to twenty individual dates Normal Schedule Single date Multiple dates Same Location area Click on the Normal Schedule section of the New Schedule page shown above You will be taken to the New Schedule page2. By Y Event Title WI Location W Password Tentative Booking Through Date Y Organization who will be using the facility Select an Organization you ve entered previously from the drop down box provided or enter a new organization in the field provided beneath Organization Organization ype Contact Name First Name if not already listed in Contact Name Last Name Email Day Time Phone Evening Phone Cellular Phone Billing Address Document Number PO Number Insurance Information Company Policy No Coverage and Coverage Dates Events This is where you ll select the Area Room and Dates Times for your irregular schedule See SchoolDude Says below 15 I SAYS If you need to add more than three Date Times Locations for this event simply fill in your first three and continue through the form as written below and click Save at the bottom when you are finished this is because you can t complete the fields that follow this section on the form once you save the schedule so you must complete the form first and then save it The page will refresh as described below and the words Your Schedule has been saved will show in red at the top of the form Scroll back down to the New Event section of the page to continue adding three more dates times locations for this event Then click the Save button directly beneath the New Event section The page will refresh as before and you will be taken back to the
3. Schedule Request My Requests Settings and Help tabs In the following sections each tab will be explained You ll see what they contain and how to use them Work Request Schedule Request YF Inventory Request Trip Request YF My Requests Welcome To submit your request complete the following form III The Settings Page Before we get started making scheduling requests lets take a moment to check out the Settings page which contains your information as entered by the Adminstrator during the Account Setup process if you set up your own account this page will show the information you entered e Click on the Settings tab at the top of the page e If your facility owns more than one SchoolDude product you will see the following My Settings page Sloan County Schools Work Request Schedule Request Inventory Request Trip Request ASSIGNMENT SEARCH KNO My Settings Maint Request IT Request Schedule Request Inventory Request Trip Request EN oe Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff e Click on the Schedule Request link marked above by the green arrow e This will take you to the My Settings page for FSDirect which looks like this see the following page Sloan County Schools CEES Locout He
4. required information First Name M Last Name V dude Email Address V Idude geewiz com Phone Number Pager Cellular Phone Note This information will be saved after you submit your first request New users are not saved until their first request has been submitted Conditions of Use Privacy Policy Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff e Fillin your first and last name as well as any other contact information you wish to include e Click Submit 8 You should then be taken to MySchoolBuilding com the page where all Requesters start once they are in the system Welcome aboard The MySchoolBuilding page you are looking at should look like this depending on what SchoolDude products your educational facility owns Sloan County Schools CIT Locout He p S Work Request Schedule Request Inventory Request Trip Request My Requests ASSIGNMENT SEARCH KNOWLEDGE BASE Welcome To submit your request complete the following form MV indicates required information Step 1 Please be yourself click here if you are not Laura Dude First Name Last Name Email Phone Pager Cellular Phone Step 2 Location V Select Location v Area Area Room Number Select Area v U Yes remember my area entries for my next new request entry Step 3 Sele
5. sorry it s a bit too long to show here where you will fill out the following fields Booked By W Event Title Area WI Location Building W Rooms W Event Dates enter them in the box or select from the calendar provided W Start Time Y End Time Setup Begin ime Breakdown End Time Y Duration Check Availability Tentative Booking Through Date Y Organization who will be using the facility Select an Organization you ve entered previously from the drop down box provided or enter a new organization in the field provided beneath Organization Organization ype Contact Name First Name if not already listed in Contact Name Last Name Email Day Time Phone Evening Phone Cellular Phone Billing Address ll e Document Number e PO Number e Insurance Information Company Policy No Coverage and Coverage Dates e Select any required Maintenance or IT Services and include a description of the service needed in the Service Description box provided Keep in mind that if you enter a Required Service by checking its check box you will be REQUIRED to enter a service description before your scheduling request can be saved Number Attending Number of Adults Number of Children Number of Extra Chairs Number of Parking Spaces Other Needs M1 Enter your Password Click Save gt You will see the words Loading schedule as you wait for the new page to load When it s
6. top of the page where you can continue this process if necessary e Select any required Maintenance or IT Services and include a description of the service needed in the Service Description box provided Keep in mind that if you enter a Required Service by checking its check box you will be REQUIRED to enter a service description before your scheduling request can be saved Number Attending Number of Adults Number of Children Number of Extra Chairs Number of Parking Spaces Other Needs Click Save gt You will see the words Loading schedule as you wait for the new page to load When it s finished loading your schedule and the page opens you will see your schedule as you just entered it with the words Schedule has been saved in red at the top of the page Your Schedule ID number will also be showing at the top of the schedule 16 V My Requests Keep Track of Your Scheduling Requests Sloan County Schools Go to Quick Links LOGOUT HELP Work Request Schedule Request Inventory Request Trip Request My Requests ASSIGNMENT SEARCH KNOWLEDGE BASE HELP My Maint Requests My IT Requests My Schedule Requests My Inventory Requests My Trip Requests My Maint Requests aa Note Once the request is assigned to someone for approval you no longer ONew Request can edit the request You can click on the current assigned person name to send email and re
7. DIRECT FacilitySchedulingDirect User Manual Requester Guidelines Version 2 0 SchoolDude com Inc SchoolDude Support Phone 1 877 883 8337 Email support schooldude com Table of Contents DSS CONN SUS ee Re ee l I Welcome to FSDirect Now What ae l U E n 1 E A E E E E S E E E E EENNEEREENEEEE HER 6 UE De NO OG en ee ee nea 7 IV Tone le un Reg er ee ee 9 Ys RE eu 17 SETET D TAD a a EA E E E E 19 Requester I Welcome to FSDirect Now What A quick word on how to get started MySchoolBuilding com is where you as a Requester will go to make all of your new scheduling requests There are two ways that a Requester can be entered into the system e The Administrator can add the Requester into the system e The Requester can add themselves into the system If you are a new Requester you haven t been entered into the system before follow these steps to set up your Requester name and enter yourself into the system l Goto www myschoolbuilding com 2 You will see the following page with your school s name and logo in the upper left hand corner Sloan County Schools Welcome To begin please enter your email address below Email Address _ Powered by Conditions of Use Privacy Policy Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff 3 Enter your email address in the space provided Click Submit 4 As you are anew Requester you will then see the f
8. LP Work Request Schedule Request Inventory Request Trip Request My Requests p ASSIGNMENT SEARCH KNOWLEDGE BASE HELP My Settings Please be yourself click here if you are not Laura Dude M indicates required information First Namely Last Namely Laura Dude Email Address Idude geewiz com Phone Number Pager Cellular Phone Cl Check here to override FSD email notifications Password PA Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff e Make any changes you wish to make enter your password at the bottom and click Submit OR e To continue without making any changes simply click the Back button at the top of your page or click the Tab of the page you wish to go to next If you have made changes the page will refresh to bring up the same page only now the words My Settings Saved will appear in red at the top ofthe page Proceed by clicking the Tab of the page you wish to go to near the top of the screen IV The Schedule Request Page What It Contains and How to Use It To reach the Schedule Request page simply click on the Schedule Request tab at the top of the page See the red arrow below Work Request YW Schedule Request st 9 Trip Request Welco
9. OGOUT HELP Work Request Schedule Request Inventory Request Trip Request My Requests ASSIGNMENT SEARCH KNOWLEDGE BASE HELP My Maint Requests My IT Requests My Schedule Requests My Inventory Requests My Trip Requests My Schedule Requests Click E to sort table by that column Search for Search this results for 9 Show All Add New Schedule Sort Schedules by Organization ABCDEFGHIIKLMNOPQRSTUVW X YZ All FSSchedule ID py Status pJ Location ry Recurrence fy Schedule Fees Title fs Active Schedule py Room Total Invoiced py No of Events ry Organization py Total Collected ry Declined Reason fy No Events on record Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff As you submit scheduling requests they will be added to the list on this page The schedule name will be highlighted in red and serves as a link that you can click on at any time to view your scheduling request Keep in mind however that you will NOT be able to make any changes to a schedule request once it has been approved even if it hasnt been activated by the Administrator yet 18 VI The Help Tab If at any time you find you need help with any questions you may have about FSDirect or any other SchoolDude products that your facili
10. ct Problem Type V asia OR Maintenance Technology Help Desk Help Desk Re Maintenance Help Desk Click here for Maintenance Emergency Contacts Click on the problem type below that best describes your issue pa Athletic Field A Audi J5 Cafeteri Ca etic Fields 4 io Visua J eria T rpentry 4 Climate Control Custodial Y Electrical Food Services Cd Heating Ventilation Air CS Lighting ko Office Supplies Plumbing 4 Conditioning Q R H Windows Maintenance Emergency F Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone No contacts listed Technology Help Desk Click here for Technology Emergency Con tacts Click on the problem type below that best describes your issue Select IT Problem Type Y Technology Emergency oO Check here if this is an emergency or call any of the emergency contacts below Contact Name Contact Phone Step 5 Requested Completion Date E A ce date is required Text is not accepted but you may leave it blank Click here for assistance in date entry Step 4 Please describe your problem or request V Step 6 Submittal Password V Forgot Password Sten 7 cauhmit II You Are Here Across the top of the page you ll notice several tabs These tabs are how you navigate to the information that you need and for the purposes of this manual we ll only look at the
11. finished loading your schedule and the page opens you will see your schedule as you just entered it with the words Schedule has been saved in red at the top of the page Your Schedule ID number will also be showing at the top of the schedule 12 2 Recurring Schedule To create a recurring schedule most of the information is the same as anormal schedule The only difterence is in defining event dates this section will be highlighted below in red Instead of defining an event date you can set a recurrence schedule for your request You can choose between the following choices v Daily Checking availability to schedule the event every day v Weekly Checking availability to schedule the event every X number of weeks on the selected day or days v Monthly Checking availability to schedule the event every month You can specify which day every X number of months or decide between various dropdown options such as the first Monday of every two months From the first drop down option you can select first second third fourth fifth and last From the second drop down option you can select day weekday weekend day and Monday Sunday The recurrence schedule will check the availability according to the schedule for the time between the start recurrence date and the end recurrence date Recurring Schedule are Daily Weekly aS Monthly Same F Location areas Click on the Recurring Schedule section of the Ne
12. me To submit your request complete the following form The Schedule Request page is where you will fill out and submit your schedule request forms Once submitted your request form will proceed on to the next person it has been routed to by the Administrator during the Account Setup process This could be the Administrator him herself who can not only approve a schedule request but can also activate it Or it could first go to one or a series of Site Administrators who will then decide whether or not to approve your request Based on their answer your request will proceed on down the path routed for it until it is assigned its final status A scheduling request can have one of five statuses during the routing process 1 Submitted This is the status that facility scheduling requests hold as soon as they are submitted and before any decisions have been made concerning their approval 2 Approved Indicates that the request has been approved However it may have only passed through one person and may not have met final approval and activation yet Only Administrators can activate a schedule 3 Canceled This is used when a schedule was active at one time and has since been canceled It is always a good idea to include the reason that the schedule was canceled in the Notes field 4 Declined The requested schedule has been declined by the Administrator or the Site Administrator We recommend listing a reason in the Notes field
13. ollowing page Sloan County Schools Welcome To begin please enter your email address below Email Address dude geewiz com We cannot find the indicated email address Please either correct the email address or enter your last name below if you are a new requester Last Name Powered by Conditions of Use Privacy Policy DUDE Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff 5 Enter your last name into the box provided Click Submit 6 Next you will be taken to the page similar to the one below Welcome To begin please enter your email address below Email Address Idude geewiz com Please select your name from the below list or select the not listed option O Ed Dude j edude geewiz com Fred Dude fdude geewiz com lO R Dude jdude geewiz com Zu Sam Dude sdude geewiz com will Dude wdude geewiz com My name is not listed Conditions of Use Privacy Policy Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff Your email address should already be entered into the box provided If it s not correct however enter it correctly Make sure that the circle next to My name is not listed has been clicked and contains a green dot Click Submit 7 The next page you are taken to will look something like this Sloan County Schools 5 p umem vi Indicates
14. quest changes on your request Search for Search this results for GO show all 1 0 of total 0 listed r Status rrLocation r1Action Taken pyComplete Date ryArea r Description FJRequest Date rrArea Number r Type No requests found for your email account GDude geewiz com Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff Follow these steps to view the scheduling requests you ve submitted e When you click on the My Requests tab at the top of the page you will be taken automatically to the My Maint Requests page shown above e Toreach your Scheduling Requests page click on the My Schedule Requests link at the top of the page shown by the red arrow below Work Request 9 Schedule Request Inventory Request 9 Trip Request My Reques My Maint Requests I My Schedule Requests My Inventory Requests Requests My Maint Requests Note Once the request is assigned to someone for approval you no longer can edit the request You can click on the current assigned person name to send email and request changes on your request Goaerh fnr I7 e Clicking on this link will take you to the My Schedule Requests page which looks like this before you have submitted any requests Sloan County Schools Go to Quick Links L
15. r a Required Service by checking its check box you will be REQUIRED to enter a service description before your scheduling request can be saved Number Attending Number of Adults Number of Children Number of Extra Chairs Number of Parking Spaces Other Needs W Enter your Password Click Save gt You will see the words Loading schedule as you wait for the new page to load When it s finished loading your schedule and the page opens you will see your schedule as you just entered it with the words Schedule has been saved in red at the top of the page Your Schedule ID number will also be showing at the top of the schedule 14 3 Irregular Schedule This type of schedule is for any events that are going to be in different rooms at different points during the same day or at different times and different locations on different days etc The New Events section of this form is the main difference between it and the other two kinds of schedules so we ve highlighted it in red just to further identify it for you Times are set by event you ll choose the event first and then the times locations etc Irregular Schedule Single date Multiple dates Multiple Rooms areas Click on the Irregular Schedule section of the New Schedule page shown above You will be taken to the New Schedule page again too big No room to show the whole thing where you will fill out the following fields W Booked
16. ty owns click on the Help tab You will be taken to the page below Sloan County Schools mp Loin LOGOUT HELP Work Request Schedule Request Inventory Request Trip Request My Requests ASSIGNMENT SEARCH KNOWLEDGE BASE HELP HELP MaintenanceDirect te 1 For questions or problems contact or call hy Contact Name Contact Phone No MaintenanceDirect contacts listed 2 Download MD Requester Manual ITDirect u 1 For questions or problems contact or call Contact Name Contact Phone No ITDirect contacts listed 2 Download ITD Requester Manual t 1 For questions or problems contact or call Contact Name Contact Phone 2 Download FSD Requester Manual InventoryDirect u 1 For questions or problems contact or call s Contact Name Contact Phone 2 Download IND Requester Manual Penara iy Work Request Schedule Request Inventory Request Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2006 SchoolDude com Inc All Rights Reserved Legal Stuff e On this page you will find contact names and phone numbers for all the SchoolDude products owned by your facility if your Administrator has entered them into the system If not there are links provided here also that will take you to the Requester manual for each SchoolDude product your facility owns 19
17. w Schedule page shown above You will be taken to the New Schedule page sorry still too long to show here where you will fill out the following fields W Booked By W Event Title Area WI Location W Rooms W Start Time W End Time Setup Begin ime Breakdown End Time Y Duration Tentative Booking Through Date WI Start Recurrence Choose the date on which you would like the recurring schedule to start by entering it in the empty box provided or selecting it using the small calendar icon that s available 13 e M Recurrence Pattern Will this schedule reoccur Daily Weekly or Monthly e M End Recurrence Enter the date on which this recurring schedule will end e Click the Check Availability icon to see if your date time slots are open for scheduling e D Organization who will be using the facility Select an Organization you ve entered previously from the drop down box provided or enter a new organization in the field provided beneath Organization Organization ype Contact Name First Name if not already listed in Contact Name Last Name Email Day Time Phone Evening Phone Cellular Phone Billing Address Document Number PO Number Insurance Information Company Policy No Coverage and Coverage Dates e Select any required Maintenance or IT Services and include a description of the service needed in the Service Description box provided Keep in mind that if you ente
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