Global Settings

Global Settings lets you define system terminology and system settings that apply to your entire instance of Nexus Scheduler, across all sites and visit types.

7 Minute Video going through each section and option. 

Edit Global Settings

The global settings screen is organized into several sections.

Edit Global Settings - System Terminology

1. This is the full name of your Briefing Program. e.g., 'Nexus Scheduler Executive Briefing Program'.
2. This is the acronym or abbreviated name for your Briefing Program. e.g., 'EBC', 'CVC', etc.
3. The From Name displayed in your inbox to indicate who the email was sent from.
4. Term for Nexus Scheduler users who will be managing incoming visit requests but who are not system administrators. e.g., 'Coordinator', 'Briefing Manager', 'Visit Consultant', etc.
5. Term for Nexus Scheduler users who will be requesting, owning, or hosting visits. e.g., 'Meeting Owner', 'Requester', 'Account Manager', etc.
6. Term for people who will be presenting agenda items. e.g., 'Presenter', 'Speaker', 'Discussion Leader', etc.
7. Term for items that appear on an agenda. e.g., 'Topic', 'Discussion Topic', 'Agenda Item', etc.
8. Term for visit or presenter surveys that can be distributed to visit attendees. e.g., 'Survey', 'Feedback Form', 'Evaluation', etc.

Edit Global Settings - Account Manager Settings

1. The cutoff period for Account Managers to update information in the request form, such as attendees, itinerary activities, etc.
2. Since incomplete visits hold a room in the center, this setting determines how long a visit can remain incomplete and tie up resources before it is automatically deleted.
3. Since hold dates tie up resources in the center, this setting determines how many dates a requester can hold simultaneously without completing the request form.
4. Since hold dates hold a room in the center, this setting determines how long a date can be held and tie up resources before it is automatically deleted.
5. Allow Account Managers to temporarily hold a date and a room without completing the full request form.
6. Hide the Availability calendar menu item from Account Managers.

Edit Global Settings - Reporting

1. Control which user access levels can run Nexus Scheduler reports. Options are Briefing Manager or Only Administrators. Note that Administrators have access to reports regardless of this setting.
2. Reports can group data by calendar year or fiscal year. Select the month that starts your fiscal year.

Edit External Survey Results Link

1. Control the URL for Survey Results
   
   

Edit Global Settings - Confidential

1. Include a check box in the visit request form to mark a visit as confidential and hide the visit name from calendars, reports, and other areas of Nexus Scheduler .
2. This is the label that will be shown in calendar and reports instead of the visit name for confidential visits (e.g., Private or Confidential).

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MISCELLANOUS

1. Decision on who can update the email address of an attendee

2. Site Type (Defined by Nexus)
3. Closed Opportunity - Toggle feature
4. Closed Opportunity - Date Range

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Branding

1. Load a logo that will display only in the EXTERNAL REQUEST FORM
2. Change the left hand logo across your organization

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Presenter/Discussion Leader

1. Discussion Leaders moved out of admin to platform visibility. Determine what audience has access to these records. 

2. Determine what level of access is granted to each audience cohort.