Creating and Editing Calendar Events

The TSO Life Engagement Platform allows you to create and maintain activities programming through our Calendar feature. Please navigate to the Engagement Dropdown → Calendar → Filters (and then filter by specified care type).

Creating a Custom Calendar Event

Method 1: Using the Create Event Button

  1. Click the Create Event button.

  2. Fill in the Required Fields (indicated with *):

    • Title: Choose a clear and concise title. Use the Description box for more details.
    • Recurrence: Specify how often the event repeats:
      • Does Not Repeat: One-time event.
      • Daily: Occurs every day (e.g., Chair Yoga @ 9 AM).
      • Weekly: Occurs weekly on the same day (e.g., Happy Hour every Friday @ 4 PM).
      • Bi-Weekly: Every other week (e.g., Table Games every other Tuesday @ 3 PM).
      • Weekdays: Monday-Friday (e.g., Morning Meditation @ 8:30 AM).
      • Monthly: Once a month on a specific date (e.g., Townhall on the 1st @ 11 AM).
      • Day of the Week (Monthly): Specific day each month (e.g., Food Council on the 2nd Wednesday @ 12:30 PM).
      • Yearly: Once a year (e.g., Christmas Tree Lighting on Dec. 24 @ 5 PM).
    • Starts At: Set the start date and time. Adjust the default date if necessary. For All Day Events, check the box.
    • Event Type: Select the category that best reflects the activity (e.g., "Social" for Happy Hour). This impacts the Inclusion score.
    • Care Level: Confirm or select the appropriate care type based on filters.

  3. Fill in Other Fields (optional):

    • Description: Details about the event (255 characters max).
    • Location: Leave blank, select from existing locations, or create a new one.
      • To create a new location: Type the name → select "Add item."
    • Dimension: (If applicable) Related to community wellness. Leave blank if not applicable.

  4. Select Create.

Method 2: Choosing a Suggested Event

  1. Access Activity Suggestions from the sidebar.
  2. Filter by:
    • Group size
    • Resident
    • Quality of Life dimension
    • Activity type
    • Additional filters for unrepresented or new residents.
  3. Drag the suggested event to the desired timeslot.
  4. Update the fields as needed.
  5. Select Create.

Editing Events

  1. Click on the event you wish to edit.
  2. Click the Pencil button in the event information window.
  3. Make the desired changes.
  4. Click Update to save changes.
  5. Choose the appropriate edit option:
    • Only this Event
    • This Event and Forward
    • All Events (overrides all occurrences; use cautiously).