Add Event Details

• Hover over the sidebar menu, then click Event Scheduling.

• Click to navigate to the List View tab, then click +EVENT.

• Enter a name for the event.

• To create a learner record for attendees, link a training intervention from the Training Intervention Library using the Course field. If a learner record should not be created, provide a name for the course and tick the Free text checkbox.

• From the dropdown menu, select the event’s coordinator.

• From the drop-down menu, select the event’s training provider.
• Use the search bar to easily find the training provider in the list of dropdown menu items, then click on the training provider’s name.
• If the training provider is not listed in the Master Data Library, provide a name for the training provider and tick the Free text checkbox.

• Attendance can be automatically marked by selecting the number of minutes after each session. To do this, tick the Automark Attendance after the Event checkbox.

• From the dropdown menu, select the physical venue and the room.

• Virtual channels, such as Teams or Zoom, can be selected from the drop-down menu to present this event online.

• Enter the minimum and maximum number of attendees allowed, as well as the number of waitlist spots for this event.
• Click the toggle button to count only physical venue bookings when considering booking limits for an event.

• Configure the booking and cancellation deadlines.
  • Enter the number of days before the event during which bookings will be accepted.
  • Click the toggle button to set the status to include non-working days.
  • Enter the number of days before the event during which cancellations will be accepted.
  • Click the toggle button to set the status to include non-working days.

• Use the text boxes to describe the intended target market for this event and to list any terms and conditions.

• Select the event status, such as Draft, Confirmed, Finalised, or Cancelled.
  • Only confirmed events will be displayed in the Calendar view.

• Use the drop-down menu to select a pre-configured workflow process for the event’s approvals.

• Click the toggle button to set the status to require administrator approval.
  • If an administrator’s approval is required, any event scheduling administrator can approve an attendee’s registration request.
• Click the toggle to set the status to require manager approval.
  • If a manager’s approval is required, then the employee’s training manager will be notified. Event scheduling administrators can override manager approvals.

• Choose the date, time range, and facilitators for the event. Multiple facilitators can be selected for a single event.

• If the event spans over multiple days, another session can be added by clicking on the copy icon.

• To delete a session, click the dustbin icon.

• Additional details about the event can be captured in the Extended Details section. From the drop-down menus, select Classification, Category, Region, and Course Type (which administrators previously configured as master data).

• Additional comments about the event can be entered in the text box.
• An external URL can be provided for attendees to complete a survey.
• Click SAVE when you are finished or click CANCEL to discard your edits.