How to schedule events: step-by-step guide

This article provides a step-by-step guide to scheduling events for a round in CampusDirector.

Prior to Scheduling:

• Make sure the round is configured 

• Make sure the event dates and times are inputted into the round

• Make sure invitation numbers are entered (if a priority or invitational round). 

Scheduling an Open House Round 

1. Set Chapter Travel Order 

2. Set Travel Groups 

3. Save the changes before scheduling 

4. Click schedule events 

5. Double-check the preview that populates 

6. If it is good, click "save" -scroll to the bottom of the preview

Scheduling a Priority/Invitational Round 

1. Ensure all chapters have submitted their invitational list 

1. Round > Tools > Clear Chapter Submit Flags. All should have a timestamp. 

2. Ensure all PNMs have submitted their priorities 

1. Round > View Reports > Lost PNMs 

2. If a PNM is lost, they have not submitted their priorities 

3. Make sure to enter cancelled and excused PNM events. 

1. Round > Tools > Cancel or Excuse Event for PNM 

2. Make sure you “Save” your changes

4. Adjust Chapter Flex Lists - the RFM Specialists will handle this 

5. Click on Schedule Events to set up and run the schedule. Note that the first screen that appears after clicking “schedule” will be the preview screen. To save the events, you will need to click “save” at the bottom of the screen. 

6. Edit schedules for PNMs - here you can schedule individual PNM schedules 

1. Round > Tools > Edit Schedules > Select PNMs

7. Finalize Round - This will release the schedule to the PNMs and Chapters. Do not finalize the round if you do not want PNMs and chapters to see the schedule yet. If you only want chapters to see the schedule, turn off PNM logins. To do this, go to Setup > Site Setup > Configuration > scroll to the “Site Account Options”  box (second to last).