Tag: How to use In/Out Schedule Board

Depending on how you choose to configure it, the Schedule Board tracks and displays the in/out status of all users in either the SharePoint User Information List OR a Contacts list created by the Schedule Board site template.

• If configured to use the User Information List, the Schedule Board will always include available status information for all users on the list.

But if you configured In/Out Schedule Board to use a Contacts list, you must manually add and remove users to and from the list.If you’ve chosen this option to manage your Schedule Board contacts via the Contacts List, use the following procedure to access the list, where you can add and remove users as needed.

Step	Action	Result
1.	Navigate to your all site contents and select the Contacts list you are using.	In SharePoint 2013, your lists are considered Apps, but they contain the contacts.
2.	To add a new contact	In order to track in/out status, the Schedule Board requires a valid login ID to be associated with each user. If you know the exact name of the person you are adding, enter the name into the User Login Id field, and click the Check Names icon. If this doesn’t return a match, or you don’t know the exact name of the person for whom you’re looking, click the Browse icon, and use the standard Select People screen that appears to search for the appropriate valid user name. When you’re done filling out the required fields, along with any additional information you want viewable from the Schedule Board, click OK. Your new contact will now be available to list on the Schedule Board.
3.	To remove an existing contact:	Move the cursor to the contact you want to delete, and click Delete Item from the drop-down menu that appears. If you are sure you want to remove this person from the Contacts list, click OK to confirm. The contact will no longer be available to list on the Schedule Board.

The My Status page displays a quick summary of your current status, including your return time. While it is included in the site template, the My Status web part used on this page can actually be added to any site, allowing access to the In/Out Schedule Board information from outside of the Schedule Board site.

From this screen, users can:

• View current in/out status and any related comment text
• Update their status by adding new schedule items to the In/Out Calendar List or editing existing ones

The Home page on the In/Out Schedule Board site displays an overview of all users’ current status, as well as related information that can be toggled on or off from the tool pane, such as location, department, return time, and the like.

From this screen, users can:

• Sort the user list by any column by clicking its heading
• Group the user list by dragging any column heading into the title bar
• Reorder columns dragging any column heading into a new location
• Export the entire list to an Excel or Word document
• Update their status by adding new schedule items to the In/Out Schedule Board Calendar List

The Calendar page on the In/Out Schedule Board site displays the current and future status for all users or the users of any single department. Visitors to the page can view an individual’s status over the course of a single day, work week (5-day), full week, or month, or edit existing schedule items on the In/Out Schedule Board Calendar List.

From this screen, users can:

• View the current and future in/out status of any single user or a group of users (based on “Department”, or another user-defined grouping)
• View and update all items assigned to a single user
• View color coded status by day, 5-day week, full week, or month

The My Status Web Part allows you to view and alter your status at any time, from any site that contains the Web Part. By default, it always displays your current status, comment, and return time – however, these options can be changed from the tool pane configuration.

To create a new calendar item: