Creating and Managing Schedule Cards

Market: Federal/State/Local, House, Senate

Description: A schedule card is a document of a Member’s/ Boss’ schedule for the day. These instructions teach users how to create a schedule card and generating/sending it via email as needed.

Click the following link to be brought directly to the subtopic:

Schedule card emailed as regular background job

1.Navigate to Events > Reports.

2. Select Custom Calendar Card.

3. From the Calendar to Report On drop drown box, select the appropriate calendar.

4. Select the From Date and End Date the report is to be run on

5. Choose the Status to Report On radio button that best reflects the report to be run.

6. Choose the Location to Report on Radio button that best reflects the report to be run.

7. Check the Information to be Included boxes that best reflect the report to be run.

8. Click Run Report.

Schedule card Emailed as Regular Background Job

1.Follow Steps 1-6 above. Select Email Report.

2.Select the date you would like to first email to be sent.

3.In the Email Report To field add in the appropriate email address.

4.Select Submit Background Job.

5. Under Job ID select Make Recurring.

a.Repeat: How often the schedule cards should be emailed out.

b.End Date: When the schedule cards should no longer be emailed out.

c.Calculating Event Report Date: from the drop down menu choose current day or next day

6. Click Save.