Event Calendar

Process:

The event calendar will open up to the current month and the current date highlighted.

NEW EVENT

Click  +Add New Event   and select from the options: Add New Food Bank Closure Date Event, New Physical Inventory Event, Add New Report Event or Add New Schedulable Resource Event.

ADD NEW FOOD BANK CLOSURE DATE EVENT

Create either a single event, a recurring schedule or use a schedule created from a template. If the food bank is closed the last Friday of the month for inventory you would create a recurring schedule. If there is a holiday/event coming up you can use the single event for the closure. Complete the required fields and click   Save.   

ADD NEW PHYSICAL INVENTORY EVENT

An inventory template can be created and used for future inventories. If selecting a stored template for the inventory another tab options Schedule displays. The template can be used for a future date or it can be used for recurring dates. Click on Schedule and the current month displays. Select the  +To Add Event   and a new page opens with 2 tabs:

Single Event tab

Select the Inventory count to use from the drop-down menu, then select a begin date/time, add a description for the inventory and then add the end date/time. Click  Save  and a message displays The record was saved successfully.

Recurring Schedule tab

Select the Inventory Count to use from the drop-down menu, then add a description, a begin date/time and an ending date/time (leave blank for an infinite time range), then complete the specific months, years, weeks, days, hours and minutes that the recurring inventory will occur then click   Save   and a message displays The record was saved successfully. 

  The year/day/hour/minute fields are required; for the hour and minute the best selection would be to choose Static and set the time for a time the food bank is closed for
  transaction processing. The bottom of the page displays when the inventory will happen based on the selections made.

ADD NEW REPORT EVENT

Single Event tab  Select the Report to use from the drop-down menu then select a begin date/time, add a description for the inventory and then add the end date/time. Click  Save  and a message displays The record was saved successfully.

Recurring Schedule tab

Select the Report to use from the drop-down menu, then add a description, a begin date/time and an ending date/time (leave blank for an infinite time range) then complete the specific months, years, weeks, days, hours and minutes that the event will occur then click   Save   and a message displays The record was saved successfully. 

ADD NEW SCHEDULEABLE RESOURCE EVENT

Single Event tab  Select the Resource to use then select a begin date/time, add a description and then add an end date/time. Click  Save  and a message displays The record was saved successfully.

Recurring Schedule tab Select the Report to use from the drop-down menu then add a description, a begin date/time and an ending date/time (leave blank for an infinite time range) then choose the specific months, years, weeks, days, hours and minutes that the event will occur then click  Save  and a message displays The record was saved successfully.