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 |
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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:
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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 |
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Duplicate | To create a duplicate of the event:
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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:
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Show occurrences / Hide occurrences |
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Settings for each occurrence within an event
The following settings are available for each event occurrence:
Setting | Description |
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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:
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Duplicate | To create a duplicate of the event:
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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:
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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:
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.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 |
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Search for a user | Enter the name of a user to filter the Attendees list. |
Add users | To add users to attend the occurrence:
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Invite users | To share the occurrence with specific users:
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Notify users | To send a notification to all users on the Attendees list:
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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.
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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:
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Did the user attend? | After completion of the event, click one of the following buttons to mark user attendance:
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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:
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Remove user | To remove a user from the occurrence:
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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 |
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Search for a user | Enter the name of a user. |
Add all waiters | To add all waitlisted users to the event:
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Notify all waiters | To send a notification to all waitlisted users:
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Add user to event | To add individual waitlisted users to the occurrence:
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Notify user | To send a notification to a waitlisted user:
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Remove user | To remove a user from the waitlist:
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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 |
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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. |