The occurrence management screen allows admins to reconfigure occurrence details, such as host information and You can manage and reconfigure event occurrences including the general details, host information, dates, and manage applicants and attendees.
Admins can access the occurrence management screen from one of the following locations:
From the occurrence screen, click Manage Event.
From the
...
On the Events admin screen, on list of upcoming or historical events, click Show occurrences for the event you want to manage.
A list of occurrences for the event appears.On the list of occurrences, click the edit icon for the occurrence you want to manage.
The occurrence management screen for the event appears.
...
The following tabs are available when managing an event occurrence:
Child pages (Children Display) | ||
---|---|---|
|
About tab
Click the About tab to reconfigure occurrence details, such as spaces and start & end dates.
...
Warning |
---|
If you want to make changes to any configurations on the About tab, you must click the Save button on the top-right of the screen before clicking another tab. |
Applicants
...
tab
The Applicants (#) tab allows you to manage registrations to attend the occurrence, including being able to bulk import users to an event using a CSV. The table below lists the available settings, depending on your event configurations.
...
Setting | Description | ||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Search for a user | Enter the name of a user to filter the Attendees list. | ||||||||||||||||||
Add users | To add users to attend the occurrence:
| ||||||||||||||||||
Invite users | To share the occurrence with specific users:
| ||||||||||||||||||
Notify users | To send a notification to all users on the Attendees list:
| ||||||||||||||||||
Export CSV | Click to export information about all users in the Attendees list to a CSV file. | ||||||||||||||||||
Import CSV | You can upload a list of attendees to both past and future events using a CSV. Click Import CSV and upload the file from your computer.
Importing users to past events You can import users to events that have happened in the past, marking them as attended or not. When doing this, the following headers must be included:
Importing users to future events You can import users to events that are due to take place at a future date. When doing this, the following headers must be included:
When importing users to both past and future events, the FuseID, E-mail and Username headers must always be included, however, you can choose to only include data for one of these particular columns - leaving the other columns empty. For example, you might only list each user’s username as shown below, leaving the other two columns (FuseID and E-mail) blank, and those users will still be imported to the event successfully:
| ||||||||||||||||||
Event creator / Manager sign off / Specified approver | If Sign off required is enabled on an occurrence, a column exists for each of the sign-off types enabled on the occurrence.
To approve a registration:
To decline a registration:
| ||||||||||||||||||
Did the user attend? | After completion of the event, click one of the following buttons to mark user attendance:
| ||||||||||||||||||
Training duration | If the user attended the event, use the Hours and Minutes dropdown lists to specify the amount of time contributed towards training for each attendee. | ||||||||||||||||||
Notify users | To send a notification to an individual user:
| ||||||||||||||||||
Remove user | To remove a user from the occurrence:
|
Waitlist
...
tab
The Waitlist (#) tab allows you to manage registrations to attend the occurrence. The table below lists the available settings, depending on your event configurations.
...
Setting | Description | ||
---|---|---|---|
Search for a user | Enter the name of a user. | ||
Add all waiters | To add all waitlisted users to the event:
| ||
Notify all waiters | To send a notification to all waitlisted users:
| ||
Add user to event | To add individual waitlisted users to the occurrence:
|
| |
Notify user | To send a notification to a waitlisted user:
|
Remove user | To remove a user from the waitlist:
|
Withdrawals
...
tab
Click the Withdrawals (#) tab to view all users who have withdrawn from the occurrence. The table below lists the information available for each user listed on the Withdrawals (#) tab.
...
Information | Description |
---|
Information | Description |
---|---|
Withdrawn | Name of the withdrawn user. |
Withdrawn after deadline | Indicates if the user withdrew after the registration deadline passed. |
Withdrawal date | Date the user withdrew. |
Reason for withdrawal | If the user withdrew after the registration deadline passed, they were required to provide a reason for withdrawing. If applicable, the reason is listed here. |