signing in to 25live pro - csusm · signing in to 25live pro please note: 25live users are granted...
TRANSCRIPT
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Signing in to 25Live Pro
Please Note: 25Live users are granted access after they have attended a training. For a calendar
of training dates please visit the Events & Conference Services website.
http://www.csusm.edu/events/support/training.html
Open 25live with either the Firefox or Chrome Web Browser.
25Live Pro URL: https://25live.collegenet.com/pro/csusm
Once there Click on the “Sign
In” Link at the top of the page,
located toward the right side.
Un-Signed in View of 25live
A pop up will prompt you to sign
in with your campus username
and password.
Please Note: There are terms and
conditions, that by signing in, you
are agreeing to. You can click the
“Terms of Service” link for a copy.
25Live will automatically update with password changes.
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You can verify that you are
signed in by the appearance of
your name in the top right where
the “Sign In” link was located
previously, as well as the
appearance of the “Event
Wizard Link”.
Signed in view
Click on the “Event Wizard” Link
at the top of the page. This will
open the Event Request Form.
Event Request Form
The following will detail each of the sections of the Request form itself. Any item with a
red asterisk is a required field and must be filled in before moving to the next page.
Event Name:
Enter the name of your reservation. A
concise and identifiable name can help
you search for your reservations later. It
can be up to 40 characters in length.
Event Title:
The text in this field will be displayed on
our campus calendars. It will allow you
to expand on your Event Name and it is
case sensitive.
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Event Type:
There are 3 Event Types to choose from.
Meeting Only – Basic meeting in
a room that has existing set up.
ECS will not contact you.
Campus Self Service - Gives you
the opportunity to coordinate
events without the need of an
ECS Event Planner.
Campus Full-Service – An ECS
Event Planner will coordinate with
you on all aspects of a successful
event.
* The following locations MUST be
reserved as Campus Full Service
events: USU Ballroom, Fields,
McMahan House, and Reading
Room (KEL 5400).
Selecting the appropriate Event Type is extremely
important. Please contact ECS at x8800
if you are unsure.
Primary Organization:
Select the Campus Department hosting
the event. It is typically your own
Department.
When starting out, the Search
tool is the best for finding your
Organization/Department.
Once you select it and it appears
on the right, you may want to
“Star” it so it will display at the top
of the list the next time you
create an event.
Event Head Count:
You are only required to fill in the
“Expected Head Count” value
for the event.
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Event Description:
This is the one and only field where you will enter the EVENT DESCRIPTION. The description is
important because it helps your audience to learn more about your event. If you have other events
that are similar then the description will set them apart. You may also insert links to your website or
RSVP sites. If your event is a simple department meeting for on campus personnel, then you may not
need an event description. This field is not required.
Featured Events Calendar
An option later on in the request form is to have your event elevated to the “Featured Events
Calendar”. If you select this, your event must have a description that contains information about
who to contact, any charges for the event, as well as whom the event is intended for. If you have
published a description in other locations it would be ideal to use that description here. Since
Featured Events Calendar requests are reviewed by the Communications Department it could help
them be more aware of the importance of your event with a good description.
Event Reoccurrence
This section will present you with two
options for your event occurrences.
If No is selected, it will move you
on to the next page and it will
NOT present options to add
additional dates.
If Yes is selected, it will present
options to add additional dates
after you have entered the first
date.
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Selecting a Date:
For both single and reoccurring events,
this option will be presented for you to
select your first day and time.
If you are going to select multiple
days, there will be another page
for you to input subsequent
dates.
This time will be displayed on the
calendars and visible to the
public.
ONLY ENTER THE FIRST OCCURRENCE
Pre/Post Event Time:
If you need extra time before or after your event for prep time or clean up, click YES to the
Additional Time questions. A section will appear allowing you to reserve extra time before or after
your event for pre-event set up or post-event clean up. This is helpful if you want to arrive early to
decorate before the event begins. The additional pre/post event time WILL NOT be displayed on
the campus calendars.
As a requestor you only need to add the “Pre-Event” or “Post-Event” times.
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Reoccurrence Options:
Once you have entered the first occurrence, the
next page will give you these five options:
Ad Hoc: With this option you can pick any
range of dates. HIGHLY RECOMMENDED!
Daily Repeats: For events that will repeat
daily, or in a pattern other than weekly.
Weekly Repeats: For events that will repeat
on a weekly basis
Monthly Repeats: For events that will repeat
monthly.
Does Not Repeat: This option is for an event
on a singular date.
Date Selection Guidelines:
Academic spaces (computer labs and classrooms) follow the “First 3 weeks Rule”. They
cannot be requested until the 4th Monday of any semester, unless they occur during U-
Hour. Requests submitted before the 4th Monday of the semester will be denied and a new
reservation can be submitted on the 4thMonday. (U-hour takes place on Tuesdays &
Thursdays 12:00pm-12:50pm)
Separate reservations by month and therefore, by year.
Reservations can only be created for one time slot. If you have multiple time slots then you
will need to make separate reservations.
Please do not span midnight for repeating events.
NO Academic Spaces (classrooms or computer labs) may be booked for events during Finals
Week.
Ad Hoc Repeat Options:
Once you have selected an option, for
example the Ad Hoc option, 25Live will
bring you to the next page to add dates.
If this option does not best suit your
meeting pattern, use the drop down
menu to select a different type of
reoccurrence. Otherwise, click your
preferred dates on the calendar.
Please only select dates within the same
month AND calendar year.
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Selected Dates:
When you have compiled your dates,
feel free to add comments you deem
necessary per date. Otherwise it is fine to
leave these fields empty.
Find and Select EVENT LOCATIONS:
There are four options to search for a location. Search by Location Name or Your Starred Locations
are the most common ways to find locations. The Advanced Search offers pre-defined searches by
building, room features, type of rooms, etc.
To select a location simply click on it and it will be moved to the right side of the screen indicating
that this is a location you wish to request. If it is one you prefer you might wish to Star it.
More Than One Location: You may add more than one location to your event if you wish by simply
clicking another location to add it to the right side of the screen.
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Starred Locations:
Once you have starred locations, a
yellow star icon will appear next to the
location the next time you see it. You
can search by short name or just by
room number. (i.e. CRA, KEL, 2300, 5400)
Search by Location Name:
If you need a more detailed search of all
available locations use the second
option of Search by Location Name.
Saved Searches
25Live stores all of your starred and
previous searches you have
implemented that can be found in the
Saved Searches.
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Advanced Search
If your event has a specific need, like
head count or smart technologies, these
filters can be applied in the Advanced
Search.
Location Icon Meanings:
If you have used 25Live previously, and starred a location, your starred location will appear in the
Starred locations option. Next to the reservation options you will see one of three icons next to them
relating to their availability:
A Green Check Mark to indicate that it is available for all of your dates and times.
A Red Triangle will indicate that it is NOT available. If you have multiple dates, a red
triangle may indicate one of your date selections is unavailable but other dates may still be
available.
A Brick Wall will symbolize a room you will not have permission to request, but another
party may have the ability to schedule for you. Please read the Location Comments.
Important Location Information:
Certain locations on campus will have rental fees for the usage of the room. i.e. USU,
McMahan House (Great Room, Library, Retreat, Courtyard), Kellogg Library Reading Room
Other locations will require a secondary approval for spaces by a second entity outside of
ECS. i.e. Arts 111, USU, UVA/ Quad …
While CSUSM offers a wide varity of locations to reserve, there are some options that are
under restrictive use.
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Custom Event Attributes:
This section is intended as a preliminary risk assessment as well as a tool to help ECS understand the
scope of your event. If you selected a “Meeting Only” event type, you will not see any options here.
However, if the event type selected is “Campus Self Service” or “Campus Full Service”, you will now
be asked a series of Yes/No questions to help ECS determine which services you will need. Please
answer all of them.
Notes:
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Campus Calendars :
Select the calendar that you wish to
publish the event to. Keep in mind that
the Event Description that was entered
earlier in the Event Wizard, will be the text
displayed on the calendar and visible to
the public.
Featured Events Calendar - If you select
this, your event must have a description
that contains information about who to
contact, any charges for the event, as
well as whom the event is intended for. If
you have published a description in
other locations it would be ideal to use
that description here. Since Featured
Events Calendar requests are reviewed
by the Communications Department it
could help them be more aware of the
importance of your event with a good
description.
PLEASE DO NOT enter any information or
descriptions in the Comments fields above.
Event Notes:
Any information that you would like to
convey to ECS about your event you can
place here. This includes information
about your setup, or if you would like
special instructions or information.
Once you have finished all of your
event’s inputs, the final page will NOT
have a submit button. On the last page,
the Next button will be disabled. From
here, please click the save button and
personally record your confirmation
number for reference.
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Reminders
We recommend using Firefox or Chrome browsers, not Internet Explorer.
“First 3 Weeks Rule”: Which states that academic spaces cannot be requested until
the 4th Monday of any semester, unless they occur during U-Hour. This applies to ALL
academic locations such as classrooms and computer labs.
• Finals week: Academic classrooms and computer labs are unavailable for meetings
or events.
Group your reservations by month and therefore by year.
Look at the location details for information about: Restrictive use, secondary
approval, rooms with rental fees (i.e. MMH, USU Reading Room).
Always provide your event reference number when contacting Event and
Conference Services (i.e. 2014-AABBCC).
Submission Deadlines
Meeting Only – Minimum of 3 business days prior to the event date.
Campus Self Service – Minimum of 3 weeks prior to the event date.
Campus Full Service – Minimum of 8 weeks prior to the event date for events
with alcohol or outside vendor (minimum 3 weeks if no alcohol or outside
vendors)
How do I edit my event reservation?
If your request is in Draft state, you may make changes to the time,
location(s), event custom attributes, etc.
Once your reservation is in a Confirmed, Tentative, Denied, Cancelled State,
you will no longer be able to edit the reservation. At this point you may
email us at [email protected] or [email protected] to make the
changes. Always include the event name and reference number.
Event and Conference Services Office Location: Commons 201
Hours
Monday to Friday: 8:00-5:00pm
Saturday: Closed
Sunday: Closed
Mapping Address
333 S. Twin Oaks Valley Rd.
San Marcos, CA 92096
For 25Live and Event Assistance:
Email: [email protected] or at extension x8800
For Specific Event Related Questions:
Email: [email protected] or at extension x8800
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Quick Guide
The following guidelines outline the steps that must be completed to request an event.
Sign in with your campus username and password
Click on the “Event Wizard” tab.
Event Name: Very important to allow users to find your event when viewing calendars.
Optional – Event Title: Please fill in a title if you are selecting to publish your event to a
calendar, as the Calendar will display the Event Title, not the Event Name.
Event Type: It is important to select the appropriate Event Type. Please
Organization: This is the primary Organization/Department for the event and will
determine the pricing. This is typically your own Campus Department.
Expected Headcount: General scope and size of the event.
Event Description: The text displayed on the campus calendars. It should answer
questions such as who the event is for, and any extra information such as contacts,
web sites, or attendee restrictions.
Date/Time: If you need to reserve extra time before or after the Event Time, please use
the “Pre Event, and Post Event” times.
Location Selection: Search and select locations. The system will denote available
spaces (based on your date/time) with a green checkmark, and any NOT available
with a red conflict triangle.
Event Custom Attributes: Any additional information about your event to enable the
Event & Conference Services department to assist you in planning your event. For
quick and efficient processing of your event, please click “yes” or “no” to all of the
questions.
Optional – Campus Calendars: List of available campus calendars that you may
elect to post your event.
Optional – Event Comments: Any additional information that you would like to
provide about your event to the scheduler can be provided here.
Allow three days for approval/denial of general campus locations.
Allow five days for locations needing secondary approval. (i.e. USU or ARTS 111).