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Planning how your workshops will be presented and organized in Workshop Scheduler is important. What roles people in your group have should be carefully considered.

Step-by-step guide

Review the Terminology in this Documentation

1. Determine who will be the Community Administrator(s). This person creates workshops and workshop sections and likely publicizes workshop events. (In these instructions “you” will be the Administrator.) Note that a department or office may have more than one Workshop Community, and users from different offices may share a Workshop Community. See the list of existing Communities in the top left dropdown on the web page: http://workshops.appstate.edu

2. Determine the Workshop Leaders (instructors) who currently conduct workshops.

Any Leader who will be responsible for setting up workshops, workshop sections, and taking roll for the workshop in the system should be given Community Administrator
Anyone with an ASU Log-in ID can be added as a Leader in the Community (but this does not associate the necessary Administrator credentials).
A Leader will be included in email notifications set up to contact the Leader of a Workshop.
A Community Administrator does not necessarily have to be a workshop Leader; but a Leader should have Administrator credentials to use the features of the system.
A Leader without Administrator credentials will have no access to Workshop Administration.
The Workshop Administrator, while not necessarily a Community Administrator, is the default Leader for Sections of the Workshop.

3. Request the creation of a Community for your department by creating a Technical Support incident. In the Incident Description field:

include a name for your community that clearly identifies the types of workshops presented by the community (maximum 40 characters);
include the ASU log-in ID (name part of email address) for the Community Administrator(s).

OR you can be added to an existing Community by having an existing Admin make the request.
Community Administrator privileges must be applied to your Banner ID before you can log in as Admin. This process may take a day or two, so plan accordingly.

4. When you receive notice that your Banner record has been updated with the Workshop Scheduler Community Administrator privileges, you may begin to set up the Community and add workshops. One Administrator should be responsible for setting up the Community, Workshop Types, and maintaining consistency among the Workshops (by creating them, or at least reviewing them all).

To log into the Workshop Scheduler, go to http://workshops.appstate.edu in a web browser.
In the top right corner of the screen select the Log In
Use your ASU User ID and Password to log in.
If you have authorization as a Community Administrator (step 3 above), you will see the link for Admin after your name in the top right corner of the screen.
Select the Admin link to display the Workshop Administration screen.
Leaders without Admin privileges can edit their profile after logging in and accessing the My Profile screen here: http://workshops.appstate.edu/admin/myprofile.aspx

5. See the topics in this manual for details to complete these steps:

Edit the Community properties, and add one or more Leaders
Create at least one Workshop Type
Add a Workshop to the Workshop Listing
Add a Workshop Section
Publicize your workshop

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Step-by-step guide

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