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.