For an Invitation Round type, several items need to be completed before scheduling can start.
All Chapter invitations must be submitted. Verify by going to the Round > View Reports > Chapter Submit Status.
PNM invitations need to be accepted. This can be done in one of two ways.
PNMs log into their CampusDirector account and accept/decline their invitations.
The admin can use the Accept All and mass-accept all invitations on the PNMs' behalf.
Below is an example of a PNM logging in to accept their invitations.
Go to the Round > Tools > “Accept All” for the Admin to Accept All. Select the ACCEPT ALL INVITATIONS button.
Once these three items are complete, go to the Round > Schedule Events.
If any PNMs will be released, the Manage Released PNMs section will populate. DO NOT release PNMs until after you schedule; these women might be flexed onto an invite list by the RFM Specialist. If so, this option might disappear after scheduling.
At the bottom of the screen, you control which chapters participate in each Round Event. Unchecking a box means the chapter will not receive a schedule for that Event.
The final options are:
Schedule PNMS with only one event to any event: Scheduling normaling, making each event size equal for the chapter.
Schedule PNMS with only 1 event to the first event: All PNMS with only 1 chapter, the PNM will be scheduled for that chapter in Event 1.
Schedule PNMS with only 1 event to the last event: All PNMS with only 1 chapter, the PNMs will be scheduled for that chapter in the Last Event Number.
A PNM's schedule should have minimal breaks: This will group all the PNMs chapters to the middle of the day. This will often make Event sizes uneven for the chapters.
You can click the 'Schedule Events' at any time to go to the PREVIEW Schedule Events screen. This is where you can verify all the event sizes for your chapters.
Once event sizes are as needed, click the 'Save Events' Button to create the schedule.
After events are saved, a Schedule Audit Trail will appear. If there are any errors, they will appear here.
Once you finish Scheduling, you will need to Finalize the round to make schedules visible to Chapters and PNMs.