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Bedework Staff Training Manual

Use Trello board to track and repeat all steps outlined, every quarter: https://trello.com/b/Ubl0FEDg/quarterly-events-process-bedework

Request Changes from Managers

Send email to distribution lists: library branch managers, library main managers, library admin, Jenny Ellis, Jenny Lane, Allison Price

Hi Everyone!

We are ready to add events for the [Winter/Spring/Summer/Fall] quarter to the events calendar. In preparation, we want to provide Bedework calendar training for anyone at your location who needs an introduction or refresher. 

Please send me the names of employees who should attend online Bedework Orientation; and reserve off-desk time for them for one of these online sessions. Once practice assignments are complete, they will be added to your location.
[Thursday, July 13. 3:00 p.m. CDT]
[Friday, July 14. 09:30 a.m. CDT]
Please notify me, if you have a new submitter at your location. (See List)

Alert me, if there are any staff-submitters no longer at your location. I will update their access.

Due to vacancies and transfers, we are not removing anyone based on depth this quarter. Please notify Kyle Cook if you have any staff who are:
* are a new submitter at your location. (See List) 
* are no longer at your location; he will change/evoke their access. (See List)
* would like to attend calendar training sessions, as a refresher.

I will notify individuals and managers about the dates for [March, 2022] event submission training sessions.  Please contact me with any questions.
(attach list of current submitters)

Move/Delete/Add Submitters (Update Based on Managers Response)

  1. Add usernames to Bedework Users, Groups.
  2. Remove usernames in Bedework Users, Groups.
  3. Update the Bedework Submitters List with current list staff locations.
  4. Note staff who need training in the Training list.

Schedule Quarterly Training Event Dates

  1. Email the branch managers to confirm the list of Bedework submitters for a location (above).
  2. Move users to new Bedework groups based on response from managers.
  3. Post notice to Intranet for all library staff.
SUBJECT: Please Begin Adding Events for Next Quarter to Library Calendar (Bedework)

Please add all confirmed events for the {Fall quarter, SEP-OCT-NOV, 2023}. There is no deadline, no print publication. Please add within the three month increments (Dec Jan Feb / Mar Apr May / Jun Jul Aug / Sep Oct Nov). Do not add events scheduled more than nine months ahead.

It is best to add regular recurring programs as early as possible. We use this process to confirm whether event series are continuing into the next quarter. This allows Marketing-Communications adequate notice for publicity. Do not list any events on social media or public communications before they are added to the events calendar.

  Events Calendar Admin Login: https://events.library.nashville.org/caladmin

  Bedework User Guide: https://nashville-public-library.github.io/bedework-docs/

    Guide combines all directions you need to fill out the 'Add Events' form

  Copy an Event: https://nashville-public-library.github.io/bedework-docs/orientation/copy-event/) 

    Instructions for repurposing existing event for next quarter

 Let us know if you would like to attend a 30-minute Bedework Calendar orientation as a new submitter, or as a refresher. We will send you an invite to our upcoming WebEx demonstrations.

Library Closed Dates: Sep 4, Nov 10, 11, 23, 24

Please check your location’s information on the following webpages. Email Kyle Cook and Jenny Ellis, to let us know of any changes to these listings.

     Story Time: https://library.nashville.org/event/story-time  
     Book Clubs: https://library.nashville.org/event/book-clubs 
     Studio NPL: https://library.nashville.org/events/studio-npl

Plan Quarterly Training

  1. Choose orientation date/time
  2. Arrange for meeting room or online space.
  3. Send a Calendar meeting request to all students, with location or login instructions.
  4. Make new user accounts in hawtadmin and Bedework users (see Bedework Manual)
  5. Create New Users in Bedework
  6. Add them to Web services group, to use for practice
  7. Log new user accounts in
https://metronashville.sharepoint.com/:x:/r/sites/NPLWebDevelopment/Shared%20Documents/Bedework%20Staff%20Submitters%20Account%20Creation%20_%20Management%20Checklist.xlsx

Prepare for Quarterly Training

  1. Make example entries for the trainees to add to Bedework using examples in the saved Word Document, Bedework Events Calendar Entry Worksheet
  2. Prepare any handouts or follow-up emails (usernames, passwd)
  3. Make any notes you see that need to be updated
  4. Prepare orientation Notes

Perform Orientation

Take attendance for each session

Homework

Graduation