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Reminder: Security Permissions

What you can see and do in this application depends on the security permissions associated with your 25Live user account. In addition, if your user does not have permission to view Contacts (Basic 7.0 in Series25 Group Administration) the default scheduler for a location may not be visible. If you can't access something you think you should be able to, contact your 25Live Administrator.

The name of each resource in 25Live is a link you can use to view its details. Each resource view also has sub-sections for:

  • List
  • Availability (Daily)
  • Calendar
  • Audit Trail

Standard controls 
Image: These standard controls are available in all details view sub-sections.

Each sub-section has controls for:

  • More Actions:  An expandable section with resource actions
  • Refresh:  To pull a fresh view of the data
  • Help:  To access more information about this view

You can also edit the name of a resource from the top summary section of its details views.

Use the star icon (Star empty) next to the resource name to add it to your favorites.

To View Resource Details

Resource Details
Image: The Details sub-section displays a variety of resource information.

After clicking on a resource’s name from any screen, the summary details view shows by default. In this view (depending on your institution's options and your user's security permissions), you may be able to see information under headings for:

  • Comments
  • Categories
  • Inventory (with dated stock totals)
  • Default Instructions
  • Related Resources
  • Attributes (which can include images)

How to Edit Resource Name From the Details View

For users with appropriate security permissions, inline editing is available to edit the Resource name from the top, summary area of the details view.

Editing button to change object name
Image: The Edit button is next to the short resource name in the details view.

Use the edit icon (Edit icon) to open the editing text field. Type your changes, then use the Save button.

Type to change object name
Image: When in editing mode, you can Save or Cancel.

The Cancel button will close the editing text field.

Using the More Actions Display

More Actions section closed and expanded
Image: Open the More Actions display by tapping or clicking on the expansion menu. Collapse it again using the "Collapse" link. 

Use the More Actions menu link to expand all of the options available for Resources.

You can close the display using the Collapse link.

This display provides the ability to Create Event, which will begin an event in the Event Form using this resource.

How to Edit Resource Details

Many details can be quickly edited inline from the details view, including text-based fields, image fields, and more.

Using Edit Mode

Edit Mode toggle in details views
Image: Details views feature a toggle to allow inline editing.

Use the Edit Mode toggle at the top of any event, location, resource, or organization details view to turn on or off the ability to edit fields inline. When the toggle is on, edit icons appear next to many fields. Turn the toggle off to protect fields from accidental edits.

Inline Edit Formal Names of Objects

Hover cursor to edit
Image: Hover your cursor over the field to reveal the editing
option.

The formal name field for locations, resources, organizations, or contacts can be edited by hovering your cursor over the name to reveal the editing icon (Edit icon) option.

Inline Editing Text-Based Fields


Image: Use the edit icon to change text-based fields inline from the details view.

For text-based fields, use the edit icon Edit icon to enter the editing mode, make changes, then use the Save button. The Cancel button is available to exit editing mode without saving changes.

Editing multi-line text fields
Image: Multi-line text fields can also be changed using the edit icon.

The same edit icon Edit icon appears next to multi-line fields, like addresses, to allow editing.

Editing Comment Fields

Plain text comment field
Image: Plain text comment fields are found in event details.

Some comment fields are large text fields and can only display plain text, such as those used in event details.

Rich text comment field
Image: Location and Resource comment fields accept HTML and/or rich text.

Some comment fields use rich text editors for inline editing that can render styles, images, and some HTML (such as links or embedded elements). Examples of uses include adding emphasis to text, images of resources, or 360 degree views of locations. Look for the rich text menus and controls to tell if the field accepts styled elements.

Inline Editing Image Fields

Image attached to custom attribute in Event Details
Image: If you need to edit an image attached to a custom attribute, use the Edit link.

Image attached to custom attribute can be edited inline by using the Edit link above the image. Remove the image with the X link above-left of the image.

Inline Editing Drop-down Menu Fields

To edit any fields in Details views displayed as a drop-down menu, simply tap or click on the menu then scroll to select a choice. Some fields, such as Event Type, contact roles such as the Scheduler and Requestor, and Organization use a search field to make selecting your choice easier. 

dropdown search field for inline editing
Image: Some fields use a dropdown search field to allow inline editing.

Changes will be saved immediately upon closing the menu.

Inline edit default location layout
Image: Default location layouts can also be edited inline with a dropdown menu.

Inline Editing of Attached Files


Image: You can add or remove attached files from the details view.

To remove listed attached files, use the X icon. However, be aware that removing files is an immediate and irreversible action. Use the Choose File button to attach additional files to the event.

Inline Editing Multiple Selections (such as Categories)

Use the Add link in the Event Categories section to reveal a category list with checkboxes. Select as many as are needed then use the Done button to save your changes.

Inline Editing of Toggled, Date-Based, Text, and Select Fields

Many fields have toggle or date controls, such as Custom Attributes.

Demonstration of toggled and date field inline editing
Image: Use the Yes/No toggles to edit values, and use the date picker to change dates.

Fields with a yes/no choice can be set on or off using the sliding toggle. When adding a new custom attribute, you must set the toggle before the attribute is saved as added. Simply tap or click on a date to select a new date. Type values into text fields. Select from dropdown lists. Changes will be saved immediately.

Inline Editing Custom Attribute with Discrete Dropdown Options

Inline editing discrete dropdowns on custom attributes
Image: Attributes with discrete dropdown options can be inlined edited.

Administrators can define discrete dropdown options for user defined event custom attributes of the text type in System Settings. To change options, choose from the list. Changes will be saved immediately.

Editing Relationships

Adding resource relationship inline
Image: There are a few simple steps to add relationships to a resource.

Locations and resources can have defined relationships to other locations and resources, which can be added through inline editing in details views.

Adding related location inline
Image: Steps for adding related spaces for a location are very similar.

Use the Add Relationship button to start. Select the relationship type, then search to find the related item. Save your choices with the Done button. To remove a relationship, use the X next to the related object.


Resource Detail Sub-sections

Viewing the Resource List View

The List view shows you a list of events associated with this resource within a table, starting on the selected date (which defaults to the current date). There are several controls and options available to change the list date, columns, and order.

To View Additional Pages of Items in List View

Pagination controls
Image: Use controls at the bottom of the list to navigate and change how many items are displayed per page.

There are navigation controls at the bottom of the list where you can go to the next page, the last page, or jump to other pages of items. You can also choose how many items display on each page.

To Sort Items in List View

Most columns in the list table can be used to sort items. Simply click on the column title to see if the column is sortable. If so, the data sorts in ascending order. Click again to sort in descending order.

Column headers
Image: The column that the items are sorted by will display in bold.


To Choose Which Columns Display in List View

Column controls
Image: Choose Columns button.

Use the Choose Columns button to reveal a list of all available table columns. Check the boxes next to any you wish to display.


To View Additional Details of Items in List View

Clickable titles
Image: Any search result information that is underlined will link to more details.

Click on the names of events, locations, resources, and organizations to go to each item's details view. Any piece of information in the table that links to more details is underlined.

Viewing the Resource Availability (Daily) View

The Availability (Daily) view consists of three main parts:

    • Availability toolbar at the top 
    • Left sidebar where dates are displayed, spanning 30 days from the selected date 
    • The availability grid with top column headers that show hours for the selected date, and a vertical bar advances across the grid (updating every 2 minutes) indicating the current time to help differentiate past and future events


Image: Use the checkbox to Include Requested (or Draft or Preference) reservations in the grid.

Availability grids have the ability to display Drafts/Requested Reservations/Preferences on the grid. To view, use the Include Requested checkbox in the toolbar at the top of the grid.


Color coded availability view example
Image: In the above example the “Sponsored” event is shown in green. Another event that day is shown in orange, indicating the resource is unavailable due to a relationship.

The assigned and/or total numbers for the resource are displayed with the name in the grid. The grid uses color codes to indicate availability and the status of events using this resource. Use can also the Legend button to view a guide to the colors. The default colors include:

    • Blank/White:  Available
    • Gray:  Closed hours, based on the resource’s open/closed hours
    • Black:  A blackout hour
    • Green:  A normal event with occurrence start and end times
    • Light green:  Setup/pre-event or post-event/takedown time before and/or after an event time
    • Orange:  Resource unavailable due to a relationship unless additional unused quantity exists
    • Purple/Gray Slashes:  Pending resource reservation

The availability grid also allows you to create events using the displayed resource for specific hours/days by using the create eventicon in available grid squares.

Administrators can add custom colors for availability grids in the Systems Settings section.

To Change the Date Displayed in Availability View Search Results

Calendar date choice in availability view
Image: Clicking on the date opens the date picker.

To choose a new date (other than the previous or next), click on the date text to open the date picker. Use the arrows on either side of the date to go to the previous or next date.

To Filter By Days in Availability (Daily) Views for Individual Resources 

The availability toolbar at the top features a Days button that allows you to adjust the view to only include certain days of the week in the grid.

To Change the Hours Shown in the Grid

Slider control demonstration
Image: Use the slider controls to change the hours displayed in the availability grid.

At the top-left corner of the availability grid are controls for changing which hours are shown along the top of the grid. Click on the control icon Slider control icon to open the Hours display. Move the sliders along the line to adjust the hours shown in the grid.

To Change the Availability (Daily) View Mode

Use the Separated/Overlapping/Edit Mode dropdown menu to select how you view events that might overlap in the display, such as shared space events or bound events. Choosing Separated shows every event within each square of the grid distinctly. In Edit Mode you can make changes, such as Delete and Copy. If you select the Overlapping View Mode then Edit Mode, you can drag and drop events within the grid.


Image: You can drag the event block to a new date and time in the Schedule availability grid.

In the Daily view Edit mode, the availability grid allows you to change the event date and time by dragging the event's colored block within any available grid squares. Check the "Snap To Grid" checkbox above the grid to restrict times to half-hour blocks, or uncheck the checkbox to freely move the event to any time.

Right-click menu options in edit mode
Image: Right-click an event title to display editing and viewing options.

You may also right-click on a regular event title (in green) to display editing and viewing options for that event.

Tip: Quickly Scroll To Top

When navigating availability grids, you can use the Scroll to Top () icon in the bottom-right corner to quickly go to the top of the grid

Viewing the Resource Calendar View

The Calendar view shows you an easy to read grid of days on which events take place associated with this resource. This view also allows you to create events in the displayed locations by using the create event Create event icon icon in the calendar grid.


To Change the Time Span Displayed in the Calendar View

Calendar view controls
Image: Use the time span controls to choose how many days display in the Calendar view.

You can choose from three different time span settings in the Calendar view:

    • 3-Day
    • Week
    • Month

To Change the Start Date of the Calendar View

Date controls
Image: Use the date picker to choose which dates to display in the Calendar view.

You can click on the date to reveal a date picker. Choose the start date of your 3-Day, Week, or Month display of dates.

Use the arrow Arrow buttonsbuttons at the bottom of the calendar grid to move the dated display backward or forward.

Viewing the Resource Audit Trail

The Audit Trail view shows a list of actions performed with this object available to users with sufficient permissions.




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