Manage Events

This outlines how to manage Events in Back Office.

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Subjects      ▼

• What Is Required?
• Events
  • How To Create An Event
  • How To Delete An Event
  • How To Edit An Event
• Sessions
  • How To Create A Session
  • How To Delete A Session
  • How To Edit A Session
• How To Manage The Events Portal

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How To Create An Event      ▲ ▼

An Event can be created using the Back Office Event Records menu option. To do this:

• In the Events Records screen:
  • Select the Event option from the New button's drop down list to open the New Event Screen:
    • Enter a ID that is appropriate for the Event.
    • Enter a Name for the Event.
    • Set the From/To dates and Start/End times.
    • Ensure the Status is set to the appropriate option.
    • Select the Locations button to select the Locations in which the Event will be held. At least one Location must be selected.
    • If needed select the Notes button to enter any notes pertaining to the Event that maybe relevant.
    • Select the OK button to add the new Event.
    • Respond appropriately to the prompts generated as a result of the creation of the Event.
  • Once the Event has been created and if the Venue is making use if the Events Portal feature, then select the Portal button opposite the newly created Event in the grid to configure the settings for the Events Portal. Refer to the How To Manage The Portal Settings subject for more information.

Example of the creation of an Event in Back Office. This example includes configuring the Event for the Events Portal.

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How To Delete An Event      ▲ ▼

An Event can be deleted using the Back Office Event Records menu option. To do this:

• In the Events Records screen:
  • Select the Event in the grid to be deleted.
  • Select the Event option from the Delete button's drop down list.
  • When prompted for a confirmation to delete, select the Yes button.
  • Select Save to save the changes.
  • The deleted Event should no longer appear in the grid.

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How To Edit An Event      ▲ ▼

An Event can be edited using the Back Office Event Records menu option. To do this:

• In the Events Records screen:
  • Select the Event in the grid to be edited. Do as follows for the columns that contain a:
    • Button - For example, Portal Settings:
      • Select the button to open the relevant screen and edit as required.
      • Select Save to save the changes.
    • Drop Down List - For example, Type and Status:
      • Select from the drop down list the option required.
      • Select Save to save the changes.
    • Value - For example, Host ID, Event and From/To dates:
      • Select the required cell multiple times until such time that the value is editable.
      • Edit the value in the selected cell as required.
      • Tab out of the cell.
      • Select Save to save the changes.

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How To Create A Session      ▲ ▼

A Session can be created using the Back Office Event Records menu option. To do this:

• In the Events Records screen:
  • Select the Event in the grid for which a Session is to be created.
  • Select the Event Session option from the New button's drop down list to open the New Event Session Screen:
    • Enter a ID that is appropriate for the Session.
    • Enter a Name for the Session.
    • Set the Session's From/To dates and Start/End times.
    • Ensure the Status is set to the appropriate option.
    • Select the Locations button to select the Locations in which the Session will be held. At least one Location must be selected.
    • Select the OK button to add the new Session.
    • Respond appropriately to the prompts generated as a result of the creation of the Session.
  • Once the Session has been created and if the Venue is making use if the Events Portal feature, then select the Portal Status button opposite the newly created Session in the grid to configure the settings for the Events Portal. Refer to the How To Manage The Portal Settings subject for more information.

Example of adding a Session to an already existing Event in Back Office. This example includes configuring the Session for the Events Portal.

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How To Delete A Session      ▲ ▼

A Session can be deleted using the Back Office Event Records menu option. To do this:

• In the Events Records screen:
  • Select the Event in the grid for which a Session is to be deleted.
    • In the Event Session Section select the Session that is to be deleted.
    • Select the Event Session option from the Delete button's drop down list.
    • When prompted for a confirmation to delete, select the Yes button.
    • Select Save to save the changes.
  • The deleted Session should no longer appear in the grid.

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How To Edit A Session      ▲ ▼

A Session can be edited using the Back Office Event Records menu option. To do this:

• In the Events Records screen:
  • Select the Event in the grid for which a Session is to be edited.
    • In the Event Session Section select the Session that is to be edited.
    • Do as follows for the columns that contain a:
      • Button - For example, Locations, Areas, Portal Status:
        • Select the button to open the relevant screen and edit as required.
        • Select Save to save the changes.
      • Drop Down List - For example, Process Status:
        • Select from the drop down list the option required.
        • Select Save to save the changes.
      • Value - For example, Host ID, Name, From/To dates and Start/End times:
        • Select the required cell multiple times until such time that the value is editable.
        • Edit the value in the selected cell as required.
        • Tab out of the cell.
        • Select Save to save the changes.
    • Select the Event Session option from the Delete button's drop down list.
    • When prompted for a confirmation to delete, select the Yes button.
    • Select Save to save the changes.
  • The deleted Session should no longer appear in the grid.

End of article.      ▲