Navigation

Navigating Through 25Live

The Top Navigation Bar is Always Available

alt text: The top navigation bar in 25live includes from left to right the 25live home button, link to the Event Form, Tasks, name of person logged in, and access to More options.

The consistent navigation component in 25Live is the top navigation bar. Return to this handy area to access the main parts of the application, search, and access other areas of 25Live.

Access Your Favorite Objects and Views Faster By Customizing Your Dashboard 

screenshot of top navigation bar and the widgets:  Quick Search, Your Upcoming Events, Express Scheduling, Recently Viewed, Find Available Locations, Your Starred Locations, and Your Starred Location Searches.

The best way to improve your productivity in 25Live is to customize your home dashboard. With smart customization, you can quickly create events, access starred/favorite objects in one click, and quickly access saved searches. 

You Can Use Multiple Browser Tabs 

This version of 25Live allows for multitasking in multiple browser tabs. You can also open events, locations, resources, reports, and any other objects in multiple browser tabs for convenience. 

Additional Tips to Get More Out of 25Live

  • Take advantage of Search 
    • With three search modes (Quick, SeriesQL, and Advanced), it’s often faster to search for what you need rather than to browse.
  • Use the Recently Viewed dropdown menu 
    • Near the top navigation bar’s search box is a Recently Viewed dropdown menu that will show objects you have viewed within the current session.
  • Expand panels 
    • Look for the chevron symbol in panels that indicates content that can expand or collapse. 
  • Look for drag-and-drop features
    • Many areas of 25Live, such as the home dashboard and availability views provide opportunities to quickly drag and drop objects where you need them.
  • Utilize inline editing
    • The event details view offers convenient inline editing features (some features may be dependent on the 25Live security role that you are in).

Using the Top Navigation Bar

The navigation bar is always present across the top of the 25Live interface to give you convenient access to the most used sections of the application: 

alt text: The top navigation bar in 25live includes from left to right the 25live home button, link to the Event Form, Tasks, name of person logged in, and access to More options.
  • 25Live
    • The link to return to your home dashboard in 25Live.
  • Event Form
    • The link to the online form used to create events.  
  • Tasks
    • The link to the Tasks section where you can search for tasks, complete your tasks, and create new tasks. 
  • Username 
    • This message indicates the name of the currently logged in user. 
  •  More
    • An expandable menu that provides you with additional links and options.

 The More Menu

The expanded More menu offers easy navigation to the following:  

  • Home: 25Live 
    • The link to return to the home dashboard of 25Live. 
  • List (see Browsing Personal Views)
    •  Access to a list view of your saved searches as well as starred items.  
  • Calendar(see Browsing Personal Views)
    • Access to a calendar view of your saved searches as well as starred items. 
  •  Availability(see Browsing Personal Views)
    • Shows location availability for starred locations and saved and public location searches.  
  • Search(see Searching for Events, Locations, and Organizations)
    • Easy access to the main search view with options to search for events, locations, organizations, and tasks.
    • List, calendar, and availability views are available.
    • Advanced search options provide more targeted results.  
  • Reports
    • Access to run reports, email, export and save, print, and more.
  •  25Live Scheduling 
    • Use this link to go to the mobile-friendly, basic scheduling version of 25Live. 
  • Preferences
    • Provides the ability to edit your date and time preferences. 
  • About
    • Access to contact your institution’s 25Live administrator.
    • Current release notes for 25Live. 
    • Copyright information, privacy policy, and browser recommendations

Additional Navigation Elements

Just under the top navigation bar, there are additional navigation elements to help you quickly get to sections. 

alt text: Additional navigation elements are Go to Search, the Recently Viewed pulldown menu, and Help.

Below the top navigation bar are additional, helpful elements including a search link and quick access to recently viewed items.  

  • Go to Search
    •  This link takes you to the main search screen where you can search for events, locations, organizations, and tasks. 
  • Recently Viewed
    • This dropdown menu contains a list of the last objects (events, locations, and organizations) you’ve viewed in this session.  
  • Help
    •  Link to these help topics. You may also seek additional help if needed.

Using and Customizing Your Home Dashboard

Your Dashboard Features Elements

The 25Live dashboard uses element sections to give you quick access to commonly used objects. You can customize the placement of the elements and hide those you don’t wish to see. The default dashboard includes all the available elements in their expanded view. 

alt text:  List of Quick Search items, from top to bottom:  Search Events, Search Locations, Search Resources, Search Organizations.  Each option has a box to type specifics and a magnifying glass to the right of the box.
  • Quick Search
    • Use the search fields to perform a very basic search for objects.
  • Find Available Locations 
    • Use the search fields to perform a very basic search for objects.
  • Create an Event 
    • A simple, easy to find button used to go straight to the online event request form. 
alt text: Additional items on the Dashboard include a list of Your Upcoming Events and of Your Event Drafts.
  • Your Upcoming Events
    • Allows quick access to saved events for which you are the Requestor or the Scheduler. 
  • Recently Viewed 
    • Shows the most recent events, locations, and organizations you have viewed in this session.  
  • Tasks 
    • List of tasks on today’s agenda that are outstanding, flagged, or assigned by you.
  • Your Starred Event Searches
    • Shows saved event searches you have starred as favorites.
    • Click on the search titles to run the search.
    • Unstar any favorites you want to remove from the element section.  
  • Your Starred Location Searches
    • Shows saved location searches you have starred as favorites.
    • Click on the search titles to run the search.
  • Your Starred Reports
    • Shows reports you have starred as favorites.
    • Click on the report title to go to its options screen and run the report.
    • Unstar any favorites you want to remove from the element section.
  • Your Starred Events
    • Displays a list of events you have starred as favorites.
    • Click on the event title to go to its details.
    • Use the edit icon to edit the event. NOTE: you cannot edit an event after a location has been assigned to it, but you can edit an event that is still waiting for a location assignment.
    • Unstar any favorites you want to remove from the element section.
  • Your Starred Locations
    • Displays a list of locations you have starred as favorites.
    • Click on the location title to go to its details. 
    • Use the create icon to create an event using this location.
    • Unstar any favorites you want to remove from the element section. 

To Collapse or Expand a Dashboard Element Section

Each element section has an arrow (or chevron) con in its upper-right corner. Click the icon to toggle the element to collapse or expand the content. 

Customizing Your Home Dashboard View 

Use the Customize Dashboard link at the bottom-right of the page to open the customization view. Your view will scroll to the top of the page to the revealed customization controls. 

alt text:  instructions to customize your dashboard by dragging and dropping sections such as Your Starred Reports, Your Starred Resource Searches, Your Starred Event Searches, Your Starred Events, Your Starred Resources, Tasks, and Your Event Drafts. Includes a button to Reset the Dashboard and a Done button in the top right corner of this segment.

Within the shaded customization controls section, there are written instructions to remind you how to move elements in and out as well as an option to Reset Dashboard. Use the Done button to close the customization controls. 

To Move Elements 

As you hover your mouse over the title of an element, the mouse cursor will change to a crosshair icon . Click on the title of an element to move it. Drag the box to the desired position, then release it. 

💡 Tip: Available Spaces are Outlined. 

alt text:  a greenish tinted box indicating where you can enter information

Outlines will appear as you drag the element over available spaces. If you are finished moving elements, use the Done button to close the customization controls. 

To Add or Remove Elements 

You can hide an element from view (remove it from your dashboard) by clicking its title and dragging it into the shaded customization control area. 

The customization control area displays titles of elements that have previously been hidden from view. Simply drag any element by its title back onto the dashboard to restore it. Outlines will appear as you drag the element over available spaces. If you are finished moving elements, use the Done button to close the customization controls.

Using Favorites and Starred Items

Starring your favorite events, locations, organizations, and contacts gives you quick access to the objects you work with most often.

  • A filled star icon next to an item indicates the item is currently a favorite.
  • Tap or click the filled star  icon to remove that object from your favorites.  
  • Tap or click the empty star icon to add that object to your favorites.

Starred events, locations, organizations, and contacts are available in a default predefined group listed in the Saved Searches choices in the Search section.

Contacts may be starred and unstarred, but only during event creation/editing. You may also star event types as favorites. 

Security Note: The ability to star items of interest is available only to users who have signed in and are 25Live schedulers/users.

Browsing Personal Views

25Live provides you with three default personal views where you can see a list, calendar, or availability grid of your starred events and locations and saved searches. 

Personal Views

Use the More menu in the top navigation bar to get to your personal views. 

alt text:  Options that appear under the More button in the top right corner allow you to navigate to List, Calendar, Availability, Search, Reports, User Setting

Choose from:

  • List
  • Calendar
  • Availability 

Viewing Your Main Event List 

The List view shows your starred events by default, but you can also use the top dropdown list to view saved search lists. List items are presented in a list within a table. There are several controls and options available to change the results, order, and view of search results. 

Viewing Your Main Event Calendar 

The Calendar view shows your starred events by default, but you can also use the top drop-down list to view saved search lists. This view displays an easy-to-read grid of days on which events take place. This view also allows you to create events in the displayed locations by using the create event icon in the calendar grid.

Reminder: Expand Your View to Related Locations

You can use the Related Locations checkbox to expand the displayed results. 

To Change the Start Date of the Calendar View of Search Results 

alt text: Date range for the date picker, with date examples

You can also use the arrow buttons at the top of the calendar grid to shift the dated display backward or forward in time. 

Viewing Your Main Location Availability 

alt text: View of monthly calendar grid for August 2024, with arrows to left and right to move to next months, drop down arrows for the month and year field to select a different month or year, and a Select Today option under the grid.

The Availability view shows your starred locations by default, but you can also use the top drop-down list to view saved search lists. The view consists of three main parts:

  • Availability toolbar at the top 
  • List of locations along the left with the option to star or unstar each  
  • The availability grid with the display of hours along the top of the grid
    • This view allows you to not only view availability for specified hours on a single date, but also see utilization and create events for the displayed locations or resources during the hours in the grid by using the create event  icon in the grid squares. 

Change the Date Displayed in Availability View  

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

Change the Hours Shown in the Grid

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

Understanding the Availability View 

In the Standard view mode, the squares representing blocks of time in the availability grid are color-coded to signal different statuses of events. 

alt text:  The Availability color legend is a list, from top to bottom that includes:
Default Event Green
Related Event Orange
Pending Event Purple (striped with grey)
Requested Event (Color May Vary) is green grey striped
Draft Event (Color May Vary is green grey checkered
Blackout Grey - dark grey
Closed Hours Grey - light grey
Class Orange  - darker than related event orange
Meetings Turquoise
External Events light purple

Event Management

Creating Events & Event Setups

You must be signed in with your Carleton username and password to create an event. As the creator of an event, you may be performing either of these roles:

  • The Requestor — the person with limited permissions to complete the event, who can expect, for example, that location assignments (and the event itself) might be submitted to others for completion.  Most staff, faculty, and student organization representatives at Carleton will fall into this role.   
  • The Scheduler — the person with specific security permissions to save the event to the database and assign locations (and possibly request certain locations). These individuals at Carleton College are often referred to as space owners and are responsible for managing specific locations listed in 25Live. 

Accessing the Online Event Form 

You can start creating an event by taking one of the following actions:  

  1. Event Form button in the top navigation bar
  2. Express Scheduling section in the dashboard
  3. Available locations starting with a required time or location
  4. Create Event icon in Calendar view
screenshot of 25Live dashboard
calendar view in 25Live scheduling system

Stepping Through the Event Form 

1. Date and Time 

Specify the date and times of the first occurrence of the event. If your event occurs on multiple days, you’ll describe how it repeats in the next section.

alt text: For your event, enter date, beginning and end time.  Other notifications include whether the event begins and end on the same day (check box checked by default), how long it lasts, a Cancel, Preview, and Repeating Pattern option, and the Save button.

You have the option to create a single occurrence of a multi-day event by using the checkbox for This event begins and ends on the same day. When the box is unchecked, you can choose an End Date, however, be aware that if this is a repeating event every subsequent occurrence will have the same multi-day duration. You should only be unchecking this box when your event surpasses midnight. If your event is repeating for multiple days, you’ll need to pick a repeating pattern.

2. Choose How Your Event Repeats

If your event has more than one occurrence, select how the event repeats. 25Live allows you to create repeating events/meetings defined as either ad hoc/random dates or as a pattern (daily, weekly, monthly).

  • Tap or click on dates on the calendar to create random (or ad hoc) repeat occurrences.
    • You can also add additional, random dates after selecting and defining a pattern.
  • Or use the Repeating Pattern button to select the pattern type (including ad hoc dates) and complete its options, then use the Select Pattern button to save your choices.

If you need to remove all repeat occurrences, use the Repeating Pattern button then choose Does Not Repeat.

alt text: Choices in the Pattern Picker pulldown are Does not Repeat, Ad hoc, Daily, Weekly, Monthly.

3. Select Location(s) 

To help you view information more efficiently, you can expand or collapse the Locations section by using the up and down arrows.

Select one or more favorite (or starred) locations, or search for suitable locations by location name, saved search, or advanced search by adding additional search parameters.  If you’ve searched, choose one or more available locations for your event. As you search for them, 25Live checks automatically for the availability of location(s) at your specified dates/times.

You can choose whether to Auto-Load Starred searches or not. It’s often easier to start with a Saved Search, or you can perform a search for suitable locations by location name. Remember, you can type in a building code, such as AGH or WCC, to bring up a list of locations in that building if you don’t know the specific location you want or you aren’t sure of the full location name.

alt text:  Auto-Load Starred has a toggle for No and Yes.

If performing a keyword search, you can use the Search Filters dropdown menu to add additional search parameters, such as Categories, Features, Layouts, and Capacity.

alt text: Search Filters has a downward pointing arrow for more options.

Check the Hide Locations with Conflicts or Enforce Headcount boxes to narrow results.

alt text:  Hide Conflicts and Enforce Headcount check boxes allow for a narrower search.

Use the Conflict Details link to view more information about location conflicts. 

alt text: If a room appears on the list as Unavailable, the link Conflict Details will give more information about conflicts.

The links on location names allow you to view location details so you can determine if the location you are requesting is actually appropriate for your event. 

Use the Reserve button to make selections. You may choose one or more available locations for your event. The location(s) you select will appear below the Locations Search section.  A selected location appears as a pending assignment in event details and in the location availability grid until you save the event.

alt text: If a room appears in the room list as available, it will have None for Conflict Details and a green Reserve button in its first column.

Location Occurrence Editing

25Live allows you to adjust settings per occurrence for each requested or reserved location. After adding a location, collapse the search, then use the View Occurrences link to add instructions, specify layouts, and additional options. 

4.  Enter Basic Information

Enter an Event Name and select an Event Type. The Event Name is how the event will appear in searches. Some fields in this section will search ahead as you type in them. If any of these fields are required, they are labeled as such. 

alt text:  For the request, use the Event Name - required, to give the event a name, for example Commencement 2025.
alt text: For the Event type - required, use the dropdown to choose an existing type, for example Commencement. The software will autofill if the type exists.

5. Enter Cost Center/Department and/or Organization 

Select the cost center responsible for the event by searching for the organization name. If your reservation is personal please select Personal Events.

alt text: Search organizations to assign a cost center.  For example, if this is a personal event, select Personal Events.

Campus Services

Note: If you cannot find your Cost Center, please select “Cost Center Not Listed.” You will be prompted later in the form to provide your cost center number.  

Additional Cost Center – Department / Organization (If necessary) 

alt text: For a more detailed cost center assignment, use the Additional Cost Center options for Organization.

6. Enter Expected Headcount

Please enter the expected attendance for the event. The expected attendance will be used by 25Live to find locations that can hold your event.  

7. Enter Resources 

Resources are defined as equipment or services that are not associated with a specific location. This is where you need to enter your set-up information. This MUST be completed ten days prior to the event. 

Select the resource(s) for your event from your list of starred resources or search by resource name. Multiple resources may be requested.

Resources are defined as equipment or services that are not associated with a specific location. This is where you need to enter your set-up information. This MUST be completed ten days prior to the event. 

Select the resource(s) for your event from your list of starred resources or search by resource name. Multiple resources may be requested.

Tips: To select resource(s) needed for your event – 

Select Search Filters drop-down menu and select Categories. 

You will need to select All Resources. This will allow you to see all available resources. 

It is important that you add a number to each resource that is needed for the event(s). 

alt text:  an example of a resource list that includes different types of tables, chairs, coat racks, compost bins, easels and tripods, extension cords.  The first column is editable to indicate how many you need.  The second column is a Reserve button to select. The third column is the item, the 4th column how many are available, and the 5th if there are any conflicts.

After that you will need to select Reserve.

The resources you selected will show up below. Please enter instructions in the box located next to the resources. 

Note: If the search does not return the expected result, try limiting the search term to a keyword in the resource name.

8. Upload Setup Sketch and/or Other Files 

Please use this field to attach any relevant documents to the event request (e.g., custom layout diagrams or other attachments to assist service providers with your event). Using the Upload a File button. 

 9. Add Comments & Notes 

Here you can add comments and notes about your event. 

alt text: Additional Comments and Notes Instructions include: Please use this field to provide additional instructions or event information OR Please use this field to enter any other relevant information for this event request, including:
purpose of meeting/event, details and description of activities taking place during the event, particular seating arrangement needs, any equipment needs, such as access to AV equipment (e.g., projector, computer and/or screen), specific building and room preferences, and any additional information that might be helpful in scheduling your event.
A textbox is for providing the information.

10. Save Your Event 

Use the Save button to complete event creation. The Cancel button will not save changes. The Cancel button is always available at the bottom of the Event Form alongside Preview and Save, but be aware that using Cancel will not save any completed fields or changes.

Additional Event Creation Tips:   

  • Typically, you can only create requests within the term that you are currently in. If your request is several months away, it may not be responded to immediately.  Each space owner has different timelines for when spaces are available to be reserved.  While your request may not be responded to immediately, it is waiting in the queue in the order it was received. Academic classrooms requested for non-academic events can only be responded to after each term class schedule is finalized.
  • The event reference number is displayed when the event is saved, and you are viewing event details. You can use this later to quickly find the event again.  
  • If your event has multiple occurrences, you can customize location assignments by removing the selection from specific date(s) or by specifying location layout by date.  
  • After saving your event, the notifications box will display the location or locations you have requested as well as the message, “Your request has been successfully submitted.  Your event is not confirmed until you receive a confirmation email from the campus scheduler. Your request will be reviewed by the campus scheduler or who will either assign or deny the location.”

Creating Repeating Events

A repeating event is an event with multiple occurrences. Occurrences may be specified in a pattern (for example, daily or weekly) or as ad hoc (random) selections. For example, the weekly Convocation program. It repeats every Friday, in the Chapel, from 10:50 a.m. to 11:50 a.m. 

To Create a Repeating Event

1. Start the event creation process.

Use the Event Form link in the top navigation bar of 25Live and fill out the required fields that precede the event repeat section. See Creating Events for more information. 

2. Indicate this is a repeating event by clicking on the Repeating Pattern button.

Click on the calendar below to add dates or click the Repeating Pattern button to select a date pattern. If you click on the Repeating Pattern button, you will then be prompted to select the type of repeating pattern you desire. 

alt text:  Indicate a Repeating  Pattern by selecting the first date from the calendar grid and clicking Repeating Pattern.

3. Choose the type of repeat. 

Open the dropdown menu to choose the type of repeat for your event.

  • Ad Hoc Repeats (individually selected dates) 
  • Daily Repeats
  • Weekly Repeats
  • Monthly Repeats 

4. Complete repeat options.

Complete options that appear for your chosen repeat type. For ad hoc repeat, choose all required dates for your event. For daily/weekly/monthly repeats, complete options for the date this event either repeats through or ends after.

alt text: All Date Occurrences gives the instructions:  You may select which occurrences to be included in your availability checks and searches.  Adding an item in search will only add it for the occurrences selected below.
Choices include: Include only missing locations, include only missing resources, view included, + add occurrence.
You can then Remove specific instances through this screen.

All the occurrence dates for your repeating event will display below the options. When editing an event, you can use this list to mark individual occurrences as Active or Canceled. For ad hoc repeats, you can also use this list to remove any occurrence after the initial occurrence.

5. Finish the event creation process.

To finish creating your repeating event, complete the remaining fields, then save the event. See Creating Events for more information.

Viewing Event Details

Reminder: What you can see and do in this application depends on the security permissions associated with your 25Live user account.

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

  • Details 
  • Occurrences
  • Calendar 

Each subsection has controls for:  

  • More Actions with options to:
    • Add/Remove from Favorites 
    • Copy this Event (See Copying Events)
    • Manage Related Events (See Creating Event Relationships)  
  • Refresh: to pull a fresh view of the data 

To View Event Details 

After clicking on a linked event name, the main details view is displayed. An event summary with the event name, event state, event reference, dates (including repeat occurrences), and location(s) for the event. You can refresh the summary using the refresh icon the upper-right of the summary area.  

alt text:  Event summary includes the event name, e.g. Convocation 24/25, the event state, e.g. Confirmed, the event reference or unique identifier, and the date, time and location, e.g.Fri Jan 10 2025 10:50 am - 11:50 am
Repeats some weeks on Friday through 5/16

In this view, you may also be able to see information under headings for:

  • General 
    • This section has all of the basic event information 
  • Tasks Completed 
    • List of task statistics with a link to “View this event’s Task List” 
  • Event Relationships
    • If any related events with links to view those events’ details  
  • Event Categories  
    • Categories associated with the event 
  • Custom Attributes
    • List of custom attributes for this event  
  • Event Info
    • Outline of additional event information including the owner, creating date, and reference number 
alt text: The Details screen provides general information (event name, event type, requestor, scheduler, headcount expected and registered), completed tasks (approvals, assignments and to dos), event relationships, event categories, custom attributes, and event info (event owner, creation date, reference and where it is sorted)

Each heading section can be expanded or collapsed using the expand/collapse icon in the heading bar.

Other Event Details Sub-Sections/Viewing Event Occurrences

In the Occurrences view you can see the Event Occurrences as well as more granular details of locations (and layout of each) assigned to each occurrence.  

To View Individual Occurrence Details 

alt text:  Under the Occurrences tab, you find event preferences (selected preferred locations) and event occurrences with date, start and end time, and additional details like multiple locations.

The Event Occurrences section provides arrows to expand/collapse occurrence details. As shown above, use the arrows on the title line of the event occurrences list to expand/collapse all occurrences, and use the arrows on each line to expand/collapse individual occurrences.

When expanded, each occurrence displays extra details including start and end times, setup and takedown times, locations and layouts, and special instructions.

Viewing the Event Calendar 

The Calendar view shows you an easy-to-read grid of days on which this event takes place. This view also allows you to create events by using the create event icon in the calendar grid. 

alt text: Under the Calendar tab, we see a calendar grid set to display one week, with the event (Convo) listed on Friday with its time and locations. Pencil icons and edit functions are visible in multiple places.

To Change the Start Dates of the Calendar View 

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

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

Copying Events

Security and Permissions Notes

  • You need to have security permissions that allow you to access and copy the original event and create a new event — simply put, you must be the creator of the event, or have been given permission by the creator of the event in order to copy or otherwise modify the event. 
  • You must have security permissions for the location(s) associated with the originating event for those to be copied into your new event. 

If you cannot access or copy an event you think should be available to you, contact your system administrator at scheduling@carleton.edu 

To Copy an Event 

1. Search for the event to copy

Search for the event you want to copy, then click the event name to open the event details view. 

2. Choose to Copy Event

alt text:  The event detail contains the event name, its status (e.g., confirmed), its identifier, date, time, and location. Options, under this information, from left to right include:  Edit Event, Copy Event, Create Task, Print Report, Email Event, Create Event, Subscribe, Collapse.

Choose Copy Event from the More Actions menu in the event details view.  You can also copy an event from the What’s Next section displayed when you save a new or edited event by using the Copy button. 

When you choose to copy an event from the Event Details tab (with appropriate security permissions), you will see a Copy Related Events dialog box.

alt text:  When you select Copy Event, you learn if an event is related (for example, Emply Holiday Party is not in a related event set).  You can choose a start date and check on Occurrence Mapping.  At the bottom of the screen is the Copy Only This Event button.

You have the option to copy only this event or to copy the event and relate it to other events to create a related events set. If the event you are copying is already in a related events set, you can see its related events in the dialog box and choose to copy any of them or to create a new set. See Creating Event Relationships and Copying Related Events for more information.

3. Edit your copied event

The event request form loads with many fields pre-populated for you from the originating event. In the event editor, go through each tab and field to verify which details you want to retain and which you need to edit for the copy. Be sure to “touch on” every field to be sure you’re getting the results you want.  

In addition, along with many other event details, the dates/times from the original event are retained in the event copy, so location requests may be flagged as conflicts with the original or removed.  You will need to specify new dates/times and you may need to search for and request the location(s) again.

4. Save your copied event

 When you’ve finished making changes, use the Save button to save the event and open a set of options for continuing.

If the original event was starred as a favorite, the copy is automatically starred too. You can unstar the event in the Event Options displayed when you save the copy.

Copying Related Events

Related events, ones that are associated with a main scheduled event. 

Security and Permissions Notes

  • You need to have security permissions that allow you to access and copy the original event and create a new even — simply put, you must be the creator of the event, or have been given permission by the creator of the event in order to copy or otherwise modify the event. 
  • You must have security permissions for the location(s) associated with the originating event for those to be copied into your new event. 

If you cannot access or copy an event you think should be available to you, contact your system administrator at scheduling@carleton.edu 

When you copy an event that is in a set with other related events, you’re given the option of copying just the current event as a new, unrelated event or to copy the current event and relate it to the set the original event is in. If you choose the latter, a new tab is created in the Event Wizard for each copied event. You can copy related events from two places in 25Live Pro:  

  • From the Event Wizard summary of More Event Options displayed when you save an event

OR 

  • When you’re viewing an open event 

Tip: You can expand a Calendar view of an event to show all its related events. Select Show Related Events in the event view navigation bar.

Note: Copying Events Doesn’t Automatically Copy Their Relationships.

Copying related events doesn’t automatically copy the relationships unless you choose the “Copy and Relate to Set” option. You’ll need to establish the relationships after you’ve saved the new events created from the copies, as described below. 

To Copy Related Events 

1. Access the Copy function. 

  • With one of the events in the related set open, choose “Copy Event” from the More Actions menu 

OR 

  • Select “Copy” in “More Event Options” immediately after editing and saving an event (with relationships) in the Event Wizard (if you have appropriate permissions). 

2. Choose what you want to copy. 

You have three choices in the “Copy Related Events” window that’s displayed:

A. “Copy Only This Event” – Opens an Event Wizard with some fields prepopulated from the originating event. 

B. “Copy and Relate” – Copies your event and relates the new event to the same set.  

C. “Copy and Create New Set” – Creates a new related event set including your newly copied event and those you subsequently select. 

3. Modify and save each copied event via the Event Wizard.

Tip: Ways to Quickly Establish Relationships 

When you save a copy of an event, on the Event Wizard success page you can choose to relate the copy to the event copied from or, when the other copies have been saved, to quickly establish relationships among them as needed.

Searching & Reference

Searching for Events, Locations, and Organizations

Using the Dashboard Quick Search 

Your home dashboard in 25Live features an array of customizable widgets, including Quick Search. This widget allows you to search for events, locations, and organizations.

alt text: List of Quick Search items, from top to bottom: Search Events, Search Locations, Search Resources, Search Organizations. Each option has a box to type specifics and a magnifying glass to the right of the box.

Type in one or more keywords for the type of object you want to search for and use the search button(s) to continue. Your search results will display in the search section.  

Performing a Keyword Quick Search

Navigate to the Search section by using the Go to Search button in the top navigation bar on every page of 25Live. There is also a Search link in the More menu in the top navigation. The Search section defaults to the Quick Search mode.

To Perform a Keyword Quick Search 

1. Choose the search type. 

Using the dropdown menu, you can choose to search for Events, Locations, Resources, and Tasks. 

lt text:  Choices, including Events, Locations, Organizations, Resources, and Tasks are displayed for the Select Object area.

2. Enter keywords.

 If you’re not searching for tasks, enter one or more keywords. Examples of keywords – 

  • Events – Convocation, Commencement 
  • Locations – Leighton 303, Sayles 251
  • Organizations – Campus Services, Office of Intercultural Life 
  • Resources – Projector, Piano 

3. Run the search.

Use the Search button or your Enter or Return key to view your search results. 

Adding Filters 

Just as you did for simple keyword searches, navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the More menu in the top navigation. 

1. Filtering your search results.

After typing keyword(s) into the search field, use Cabinets, Organizations, Types, Categories, Roles, States to narrow down your search results. 

2. Choose a filter area. 

Under the Search bar, find the filter options, from left to right: Cabinets, Organizations, Types, Categories, Roles, States. Between the Search bar and the filters are the Reset, Save as, and Search buttons.

Each listed filter area is a link you can use to show a list of filter choices.

3. Select filters.

Select as many filters as you need (or use the Select All link). Use the Select None link if you want to clear your choices.

Under the Search bar, find the filter options, from left to right: Cabinets, Organizations, Types, Categories, Roles, States. Between the Search bar and the filters are the Reset, Save as, and Search buttons.

Tips: Selecting Search Filters

  • Selecting too many filters may yield too few results to find what you’re looking for. It’s best to initially select fewer filters, then add more as needed.
  • Some areas provide a drop-down menu and/or an Only Favorites button to narrow filter choices.
  • Other areas (such as Capacity when searching for Locations) require you to enter values. 

4. Add other filters or close the display. 

Close the filter display, and repeat to add more filters from other areas.

5. Run the search.

Use the Search button or your Enter or Return key to view your search results. 

Using Advanced Search Options 

Just as you did for simple keyword searches, navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the More menu in the top navigation.

To Perform an Advanced Search 

1. Switch to the Advanced Search section.

Use the Advanced Search link to reveal the advanced search area. 

alt text:  the toggle for Quick Search and Advanced Search has moved to the Advanced Search position.  The Query allows you to add Criterion with, for example "and" as an parameter.

2. Add search criteria.

The Add Criteria button shows a drop-down menu with the items available to build your search. Add as many criteria as needed.

Tip: Don’t Add Too Many Criteria

Selecting too many criteria may yield too few results to find what you’re looking for. It’s best to initially select fewer, then add more as needed. 

3. Complete options for each criterion.

Check and complete any fields for operators, relationships, or other details in each criterion block you add.

alt text:  The Advanced Search allows to include Features you can Select, e.g. classroom features like Blackboard or Projector.

 4. Use operators if you wish to add more criteria. 

There are operators between each criterion block. You can adjust each to indicate whether the relationship between each item should be “and” or “or.”

alt text:  In Advanced Search, the two options for Conjunction are "and" and "or".

5. Run the search.

Use the Search button to view search results.To clear your advanced search, use the X symbol and/or checkmarks to remove criteria, or use the Reset link.

Viewing Contact Details

Contact names of users who are schedulers, requestors, and other roles appear in 25Live if you have permissions to view them. 

To View Contact Details

For events, contact details are included for the Requestor and Scheduler.

1. View the details of an object.

When you view the details of an object, such as an event, location, organization, or task, contact names are often included.

alt text: Click on the name of the Requestor or Scheduler for more information including title (e.g. Campus Scheduling Administrator) and email address.

2. Hover over the contact name. 

To see any available details, hover over the contact name with your mouse cursor. The contact’s phone number or email address may be available.

Viewing Location Details

From the dashboard, search the location for any room number or building name. Examples would be Leighton Hall, Leighton Hall 303, or 303.

Click on the space you are looking for. 

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

  • List 
  • Availability (Daily)  
  • Availability (Weekly) 
  • Calendar
In each sub-section, the More Actions pulldown menu is at the top right of the screen.

Each subsection has controls for:

  • More Actions with the option to:
    • Add to favorites
    • Create an event in this location 
    • Print a report for this location  
  • Refresh: To pull a fresh view of the data 

To View Location Details 

After clicking on a location’s name from any screen, the Summary Details view shows by default. In this view, you may be able to see information under headings for:

  • Comments 
  • Layouts
    • Shows all layouts defined for this location, each layout’s instructions (if any), and each layout’s maximum capacity  
  • Images
    • Shows photos and diagrams of the layouts, if available 
  • Default Instructions 
  • Map
    • Links to Google Maps for the longitude and latitude of the location
  • Related Spaces 
  • Location Scheduler
    • With permissions, you can hover to view contact details
  • Categories
  • Features  
  • Attributes 
To View Location Details

Viewing the Location Availability Views (Daily and Weekly) 

The Availability views consist of three main parts:

  • Availability toolbar at the top  
  • Left sidebar:
    • Daily View: Dates are displayed, spanning 30 days from the selected date 
    • Weekly View: Hours are displayed for each day of the week of the selected date 
  • The availability grid with top column headers:
    • Daily View: The columns along the top show hours for the selected date 
    • Weekly View: Each column shows a day of the week containing the selected date, beginning with the preceding Sunday 
    • Example: If you choose Tuesday, the 3rd, the week displays beginning with Sunday, the 1st 
alt text:  Availability grid for the date range Septemeber 04-21 (first column), with hours of the day each having a column, starting with 7am, through 10pm

alt text: The weekly availability grid shows in the first row the days of the week, starting with Sunday, and in the first column the hours of the day from 7am-11pm.

The grid uses color codes to indicate availability and the status of events. View under the Legend button.

alt text: The Availability color legend is a list, from top to bottom that includes: Default Event Green Related Event Orange Pending Event Purple (striped with grey) Requested Event (Color May Vary) is green grey striped Draft Event (Color May Vary is green grey checkered Blackout Grey - dark grey Closed Hours Grey - light grey Class Orange - darker than related event orange Meetings Turquoise External Events light purple

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

To Change the Date Displayed in Availability View Search Results

alt text: View of monthly calendar grid for August 2024, with arrows to left and right to move to next months, drop down arrows for the month and year field to select a different month or year, and a Select Today option under the grid.

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.

Note: The Availability (Weekly) View Includes Additional Date Controls 

alt text:  Weekly view includes arrows to move to different views, a drop-down menu for Weeks to change the number of weeks displayed, with the default of 1, a Selct Days and a Legend button.

In the Availability (Weekly) View you can also use the controls in the top availability toolbar to choose how many weeks are displayed and which days of the week are shown.

To Change the Hours Shown in the Grid

alt text: In the Weekly Grid, top left corner, a slider allows for adjusting the hours displayed in the first column.

At the top-left corner of the availability grid are controls for changing which hours are shown, whether the hours are displayed along the top (in the daily view) or along the left side (in the weekly view). Click on the control iconslider symbol indicating you can change hours. 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 dropdown menu to select how you view events that might overlap in the display, such as open/close hours or bound events. Choosing Separated shows every event within each square of the grid distinctly.  You may also right-click on a regular event title (in green) to display viewing options for that event. 

Viewing the Location Calendar View

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

Reminder: Expand Your View to Related Locations

You can use the Related Locations checkbox to expand the displayed results.

To Change the Start Date of the Calendar View

alt text: Date range for the date picker, with date examples

You can click on the date to open a date picker. Choose the start date. 
Use the arrow buttons Arrow to left and arrow to right allow for date adjustment. at the bottom of the calendar grid to move the dated display backward or forward.


25Live has a built in Help page that you can access by clicking on the “Help” button in the top right hand corner of the site. You can also e-mail scheduling@carleton.edu with your question and/or request additional training.