Participant Schedule

Participant Schedule (Monthly)

The monthly participant schedule provides an overview of your team's assignments so you can easily see when people are booked or available, and easily see details about their assignments.

Access

Only Briefing Manager and Administrator access levels can see the Participant Schedule (Monthly) view. It is accessed via your navbar, under the 'Calendars' Link:

Assignment Grid

The assignment grid shows the assignment of all participants included in the list one month at a time. The people included in the view are determined by searches and filters that are applied. Click the month link or the arrows on either side to navigate to other months.

The color coding for the assignment grid is: 

Hover Details

Hover over a colored cell in the assignment grid to get more details on that particular assignment or personal block. 

Assignment Details include

• Name of Participant and Date of Assignment (In the header)
• Visit Name - Clicking on the Visit Name brings user to the visit's request form
• Paper Icon - Opens the visit summary modal
• Assignments - Each assigned role for the visit (Meeting Owner, Presenter, Facilitator, etc...) and assignment time is listed.

Filters

Use the filter picklists to narrow down results in the schedule grid below.

Click on the 'filter' button on the right hand side of the schedule to access the filter page:

You can apply multiple filters as needed, and only people who match all the filter criteria will appear in the grid below. Click the 'Apply' button to apply the filters.

Participant: Search for specific participants. You can add multiple names to this field.

Site: Only participant assignments at the selected sites will appear in search results.

Participant Type: Only participants assigned as the selected participant types will appear in the search results.

Speaker Class: Only speakers/presenters who have been classified under the selected speaker classifications will appear in the search results.

Only show participants with active assignments: Hides any people who do not have an assignment in the current view. (This is selected by default)

Saving Filters

Use the 'Save Preset' button to save a filter set you have created. This can be a combination of filters or a set of specific people you have search for. Each user can create their own set of saved filters, so only you will be able to see and use the filter sets you save.

You will be given the option to 'Save New' filter or 'Overwrite Existing' filter, then provide a name for the filter.

Loading a Saved Filter

Any filter sets you have saved will appear in the 'Presets' pick list. Select one from the list to have those filters immediately applied and the assignment grid updated accordingly.