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EMS Software, LLC

Configuring Calendar Formats

You can configure calendar formats, which determine the data items that are printed for an event on the Event Calendar report, for example, Group, Event Time, and Event Location.

To configure calendar formats

1. On the EMS menu bar, click Configuration > Administration > Calendar Formats.

The Calendar Formats window opens. This window lists all the calendar formats that are currently configured in your EMS database.

Calendar Formats window

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2. Click New.

The Calendar Format dialog box opens. The Calendar Format tab is the active tab.

Calendar Format dialog box, Calendar Format tab

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3. In the Description field, enter a name or description for the new calendar format.

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The description can be a maximum of 30 characters, including spaces.

4. Optionally, to filter events so that the information for only those events that meet one or more filter criteria are printed on the Event Calendar report, select Set Filter to open four additional tabs—Building, Statuses, Event Types, and Group Types—and then do the following:

Calendar Format dialog box with Set Filter selected

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• Open the Buildings tab, and on the Available list, select the building, area or view, or CTRL-click to select multiple buildings, areas, and/or views, and then click the Move button (>) to move the selected statuses to the Selected list.

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If the appropriate building, area, and/or view is not available, you can configure it. See Configuring Buildings, Configuring Areas, and/or Configuring Public Views”.

• Open the Statuses tab, and on the Available list, select the status, or CTRL-click to select multiple statuses, and then click the Move button (>) to move the selected statuses to the Selected list.

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If the appropriate status is not available, you can configure it. See Configuring Statuses”.

• Open the Event Types tab, and on the Available list, select the event type, or
CTRL-click to select multiple event types, and then click the Move button (>) to move the selected event types to the Selected list.

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If the appropriate event type is not available, you can configure it. See Configuring Event Types”.

• Open the Group Types tab, and on the Available list, select the group type, or
CTRL-click to select multiple group types, and then click the Move button (>) to move the selected group types to the Selected list

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If the appropriate group type is not available, you can configure it. See Configuring Group Types”.

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5. Open the Fields tab, and on the Available list, select the field, or CTRL-click to select the multiple fields that are to make up the calendar format, and then click the Move button (>) to move the selected fields to the Selected list.

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The information is printed in the order in which the fields are listed from top to bottom in the Selected list. If needed, select a field and change its order by clicking Move Up or Move Down.

6. Click OK.

The Calendar Format dialog box closes. You return to the Calendar Formats window, with the newly configured calendar format automatically selected.