Event Tab 1: New Event

To create a new event:
1. Click on the Events bar in the table of contents.
 
2. Select Event.
 
3. Click the Add Event icon on the right side of the page beneath the Generate Report button.
    
4. A form for entering a new event will open with the New Event tab visible. Complete the fields as follows:
  • Department The Department field should already reflect the name of your department. However, if you have access to multiple departments, you may need to select the name of the Department from the drop-down list.
  • Event Type:  If there has been a default Event Type assigned for your department, it will be initially selected. If you wish to choose a different event type, select it from the drop down list. If you do not see the Event Type you need, contact 422 Support. If a default event has been created for the event type you select, most of the new event fields will be pre-filled with default values.
  •  Is Default Event: Check this box if you are creating a default event. A default event does not show on the registration calendar. A default event is a time-saving feature used to build templates that you will use on a regular basis for creating events. By making an event a default event, the values that you enter for many of the event details will be the default values for all subsequent events. Your department may have a default event for each Event Type you have defined. For more information, see Default Events.
  • Event Name: Enter a Name for your event. Keep in mind that the name of the event should fit easily into the format of your public event calendar.
  • Event Description: The event description, up to 7000 characters in length, will be the text that potential attendees will see when they go to register for an event. To allow potential attendees to view which Sessions are being offered and if they are at capacity on the Event Details page, simply add the Sessions merge field to the Event Description.
  • Short Description: The short description, up to 200 characters in length, will be the text that internal staff will see when they view the list of events from your internal event calendar.
  • Event Location:  From the drop down list, select the location of your event. If you do not see the Event Location you need, an Administrator can create a new Event Location.
  • Location URL: Upon selection of an event location, the Location URL will auto-populate with a link to information on your event, if one has been given. If not, type in the URL of your event location. The URL may be a Website that has information on the event location including map, directions and other transportation details.
  • Public Event, Featured Event, Active Event
    •  Check the Public Event checkbox if the event is to be published on your public event calendar. Anyone who visits your calendar page will have access to register for this event.
    • Check the Featured Event checkbox if you want this event to be displayed on the Featured Events page of your registration site.
    • Check the Active Event checkbox if the event is to be published on your public event calendar and to be able to accept registrations. An active event is used to specify those events which are current. Inactive events may be events that you have created, but do not yet wish to be made public or accessible to potential registrants.
    • Note that the Default, Public Event, Featured Event and Active Event checkboxes may be checked in combination with one another, and that the event's behavior changes according to the combination selected. The table below summarizes behavior for combinations of event attributes.

       

Checkboxes marked Yes or No

Where event appears

Default

Public

Featured

Active

Event Tab Name

Manual Registration Calendar

 Public Calendar

Featured List

No

Yes

Yes

Yes

Active

Yes

Yes

Yes

No

Yes

No

Yes

Active

Yes

Yes

No

No

No

Yes or No

Yes

Active

Yes

No*

No

No

Yes or No

Yes or No

No

Inactive

No

No

No

Yes

Yes or No

Yes or No

Yes or No

Default

No

No

No

  

  • *If an event is Private (non-Public) and Active, the event will not appear on the Public calendar. However, after saving the event record, a URL for the event's registration page will be generated and made available on the Follow Up tab of the event record.

4. Click Next to move to the next tab and continue setting Event options.     

Navigating the form:

  • Cancel - exits the event record without saving changes.

  • Next - moves to the next tab of information on the event form.

 
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