Events (Admin)

The Events screen in the Admin Panel allows admins to create a new event, edit existing events, and delete existing events. Admins can access this screen from the following locations:

  • Admin Panel: Create a new event or edit an existing event in any community

  • Community admin screen: Create a new event or edit an existing event in a selected community

Settings on the Events admin screen

The following settings are available on the Events admin screen:

Setting

Description

Setting

Description

Create a new event

Click to create a new event.

For more information, see Creating a new event.



Search for an event

Type any of the following details to filter upcoming and historical events:

  • Event name

  • Location

  • Host name

  • Tags

Community

Type a community name to only display upcoming and historical events from that community.

This setting is not available if you accessed the Events admin screen from a community.



Hide Upcoming events (#)Show Upcoming events (#)

Click Show Upcoming events (#) to display all upcoming events on the company instance or selected community.

Click Hide Upcoming events (#) to hide all upcoming events on the company instance or selected community.





Show Historical events (#)Hide Historical events (#)

Click Show Historical events (#) to display all historical events on the company instance or selected community.

Click Hide Historical events (#) to hide all historical events on the company instance or selected community.

Settings for each upcoming and historical event

The following settings are available for each upcoming and historical event:

Setting

Description

Setting

Description

Duplicate

To create a duplicate of the event:

  1. Click the Duplicate icon for the event.
    The Duplicate event screen for the event appears. Settings in the About the event and Occurrence(s) sections are carried over from the original event.

  2. Make changes to the settings where necessary and click Next.
    Settings on the second page, including attachments, are not carried over from the original event.

    For information on the available settings, see Creating a new event.

  3. Click Save.
    The duplicated event appears on top of the upcoming events list. 
    Applicants associated with the original event are not associated with the duplicated event.

View report

Click to go to the Events report creation screen.

For more information, see Reporting.



Edit

Click to edit event details.



Delete

To delete an event and associated occurrences from the events list:



  1. Click the Delete icon for the event.
    The Delete event with occurrences screen appears.

  2. Click Confirm.
    The event and associated occurrences are deleted from the events list.
    To reference deleted events in reports, enable Include deactivated entities when creating an event report.

Show occurrencesHide occurrences

  • Click Show occurrences to display all occurrences for the event.

  • Click Hide occurrences to hide all occurrences for the event.

Settings for each occurrence within an event

The following settings are available for each event occurrence: 

Setting

Description

Setting

Description

Applicants

Click to go to the Applicants (#) tab on the occurrence management screen.

Share



To share the occurrence with all members of the community the event was created in or specific users across the company instance:

  1. Click Share.
    The Share screen appears.

  2. Click one of the following buttons:

    • Community: Shares the occurrence with all members of the community the event was created in.

    • Users: Shares the occurrence with a specific user or users across the company instance.

  3. If you are sharing the occurrence with Users, in the Add user(s) name here field, enter the name of one or more users.

  4. If necessary, in Add a personal message (optional), enter a message to be sent to users with the event notification they will receive. The notification each user receives depends on their individual notification settings.

  5. Share the occurrence using one of the following methods:

    • To share the occurrence instantly, click Share.
      The occurrence is shared with the selected communities or users.

    • To schedule a date and time to share the occurrence:

      1. Click the Calendar icon.

      2. Enter a Date and Time.
        The Share button becomes the Schedule button.

      3. Click Schedule.
        The occurrence will automatically be shared with selected community or users at the scheduled date and time.

Duplicate

To create a duplicate of the event:

  1. Click the Duplicate icon for the occurrence.
    The Duplicate event screen for the occurrence appears. Settings are carried over from the original occurrence.

  2. Make changes to the settings where necessary. For information on the available settings, see Creating a new event.

  3. Click Save.
    The duplicated event occurrence at the bottom of the occurrences list.



View report

Click to go to the Events report creation screen.



Edit

Click to manage the occurrence.



Delete

To delete an occurrence from the events list:

  1. Click the Delete icon for the occurrence.
    The Delete occurrence screen appears.

  2. Click Confirm.
    The occurrence is deleted from the events list.
    To reference deleted occurrences in reports, enable Include deactivated entities when creating an event report.

Managing occurrences

The occurrence management screen allows admins to reconfigure occurrence details, such as host information and dates, and manage applicants.

Admins can access the occurrence management screen from one of the following locations:

From the Events admin screen:

  1. On the list of upcoming or historical events, click Show occurrences for the event you want to manage.
    A list of occurrences for the event appears.

  2. On the list of occurrences, click the edit icon for the occurrence you want to manage.
    The occurrence management screen for the event appears.

From the occurrence screen, click Manage Event.

About tab

Click the About tab to reconfigure occurrence details, such as spaces and start & end dates.

Applicants (#) tab

The Applicants (#) tab allows you to manage registrations to attend the occurrence. The table below lists the available settings, depending on your event configurations.

Setting

Description

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:

  1. Click Add users.
    The Add users screen appears.

  2. In the Add user(s) name here field, enter the name of one or more users.

    If the number of users exceeds the number of spaces available for the occurrence, the space capacity automatically increases.

  3. Click Add.
    The users are added to the Attendees list and receive a notification.

Invite users

To share the occurrence with specific users:

  1. Click Invite users.
    The Invite users screen appears.

  2. In the Add user(s) name here field, enter the name of one or more users.

  3. If necessary, in the Write message here field, enter a message to be sent to users with the event notification they will receive.

  4. Click Invite.
    The users are sent invitation notifications. If they want to attend, the users must manually register.

Notify users

To send a notification to all users on the Attendees list:

  1. Click Notify users button.


    The Notify users screen appears.

  2. In the Insert subject here field, enter summary of the notification message.

  3. In the Write message here field, enter the notification message.

  4. Click Notify.
    All users on the Attendees list are sent a notification, including users not approved to attend.

Export CSV

Click to export information about all users in the Attendees list to a CSV file.

Import CSV

Click to import users to attend the occurrence using a CSV file.


The CSV file must contain the following headers: 

  • FuseID: The ID of the user being added to the event. 

  • E-mail: The email associated with the user's Fuse account.

  • Username: The user's Fuse username. 

  • Attended?: Whether or not the user attended the event.

  • Pass/Fail?: If the user passed or failed.





Event creatorManager sign offSpecified 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:

  1. Click the tick button.
    The tick button becomes green.

  2. Click Save.
    The Events admin screen appears and the registration is approved.

To decline a registration:

  1. Click the cross button.
    The Decline application screen appears.

  2. If necessary, let the user know why you are declining the registration.
    The user receives a notification about the registration being declined.

Did the user attend?

After completion of the event, click one of the following buttons to mark user attendance:

  •  Click the tick if the user attended.

  • Click the cross icon user did not attend.

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:

  1. Click the Notify users button for the user.
    The Notify user screen appears.

  2. In the Insert subject here field, enter summary of the notification message.

  3. In the Write message here field, enter the notification message.

  4. Click Notify.
    The user is sent a notification.

Remove user

To remove a user from the occurrence:

  1. Click the Remove user button for the user.
    The Remove user screen appears.

  2. Click Confirm.
    The user is removed 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

Setting

Description

Search for a user

Enter the name of a user.

Add all waiters

To add all waitlisted users to the event:

  1. Click Add all waiters.
    The Add waiter(s) screen appears.

  2. Click Add.
    All waitlisted users are added to the event. Where necessary, approval requests are sent.

Notify all waiters

To send a notification to all waitlisted users:

  1. Click Notify users.
    The Notify waiters screen appears.

  2. In the Insert subject here field, enter a summary of the notification message.

  3. In the Write message here field, enter the notification message.

  4. Click Notify.
    All waitlisted users are sent a notification.

Add user to event

To add individual waitlisted users to the occurrence:

  1. In the Add user to event column, select one or more waitlisted users to add to the occurrence.
    The Add all waiters button becomes the Add [#] waiter(s) button.



    1. The Add waiter(s) screen appears.

    2. Click Add.
      All selected waitlisted users are added to the event. Where necessary, approval requests are sent.

Notify user

To send a notification to a waitlisted user:

  1. Click the Notify user button for the user.
    The Notify waiter screen appears.

  2. In the Insert subject here field, enter summary of the notification message.

  3. In the Write message here field, enter the notification message.

  4. Click Notify.
    The waitlisted user is sent a notification.

Remove user

To remove a user from the waitlist:

  1. Click the Remove user button for the user.
    The Remove waiter screen appears.

  2. Click Remove.
    The user is removed 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.