Exception Template: Create, View, Edit, Delete, Apply

An exception template is a set of predefined scheduling events that are named and saved for subsequent or repeated use in future exceptions.  These can be useful if you have irregularly scheduled activities that change the occupancy of an area or space at a predictable time and duration.  For instance, if a particular conference occurs several times per year at different locations but outside of the normal occupied hours you could create an exception template called "Conference" and apply it as needed each time the conference is scheduled to the area in which the conference will be held.

 

To create an exception template:

  1. Go to Actions and Settings |  Exception Templates.
  2. Click Create a New Exception Template. The Create Exception Template page appears.
  3. Create each exception event by defining the event type and start and stop times where applicable, and clicking Add for each.
  4. Click Finish after all events are added.

 

To view and edit an exception template:

  1. Go to Actions and Settings | Exception Templates.
  2. Click on the name of the exception template. The Exception Template Summary page appears containing all viewable information about the exception template.
  3. Click Edit to edit template.
  4. Make changes to the events in the template as desired.
  5. Click Save.

 

To delete exception templates:

  1. Go to Actions and Settings | Exception Templates.
  2. Select the exception templates.
  3. Click Delete. The exception templates will no longer appear in the list, but deleting the template has no effect on any exceptions previously created by applying it.

 

To apply an exception template:

  1. Go to Actions and Settings | Exception Templates.
  2. Select the exception template.
  3. Click Apply.  A series of pages begins.
  4. Complete each page in the series and click Finish at the last page.

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