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Configure Event Notifications

Event Scheduling Chapter 4: Using the Event Scheduling M...

Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab and expand the course you would like to edit by clicking on its name. Click on the name of the event you would like to edit. In the left-hand menu, click Notific...

Add Attendees

Event Scheduling Chapter 4: Using the Event Scheduling M...

Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab and expand the course you would like to edit by clicking on its name. Click on the name of the event you would like to edit. In the left-hand menu, click Attend...

Configure Who Can Book

Event Scheduling Chapter 4: Using the Event Scheduling M...

If the attendees selected for the event (in the previous step) are individuals, you can use the Who Can Book tab to configure employee self-service for bookings. Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab and e...

Upload Documents to an Event

Event Scheduling Chapter 4: Using the Event Scheduling M...

Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab and expand the course you would like to edit by clicking on its name. Click on the name of the event you would like to edit. In the left-hand menu, click Docume...

Configure Costing Structures

Event Scheduling Chapter 4: Using the Event Scheduling M...

Administrators can add costing structures to events. The cost description categories are specified on the linked training intervention. The costs are then defined using the Event Scheduling module. Add costs to the training intervention Click the gear icon ...

Update Attendance for Events

Event Scheduling Chapter 4: Using the Event Scheduling M...

Attendance can be updated for each attendee at each event. Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab.  Expand the event for which you would like to update attendance. Click to access the attendance records ...

Update Attendees' Overall Completion Status

Event Scheduling Chapter 4: Using the Event Scheduling M...

Attendees’ overall completion status can be updated for each event. Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab.  Expand the event for which you would like to update the overall completion status. Click to ac...

View Costs per Attendee

Event Scheduling Chapter 4: Using the Event Scheduling M...

Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab.  Expand the event for which you would like to view the per-attendee costs. Click to access the overall status for the event. Click the arrow icon next to an att...

View Historical Attendance

Event Scheduling Chapter 4: Using the Event Scheduling M...

Hover over the sidebar menu, then click Event Scheduling. Navigate to the List View tab. Expand the event you would like to view the attendance history for. Click the history icon to view the event's attendance history. The pop-up window displays th...

Using the Calendar View

Event Scheduling Chapter 4: Using the Event Scheduling M...

The following section demonstrates what end users see in the Event Scheduling module. Hover over the sidebar menu, then click Event Scheduling. The Calendar View tab will open. If an employee has been booked for an event, the event details will show in th...

Using the List View

Event Scheduling Chapter 4: Using the Event Scheduling M...

Hover over the sidebar menu, then click Event Scheduling. Click to navigate to the List View tab. This page shows all events within your date range filter. Use the search bar to search for specific courses or events. Use the calendar icon to change th...

Scan QR Codes for Events

Event Scheduling Chapter 4: Using the Event Scheduling M...

The QR code scanning feature lets event attendees quickly log their attendance. Hover over the sidebar menu, then click Event Scheduling. Click to navigate to the Scan QR Code tab. Once an attendee has been booked on an event, they will receive an emai...

How to Book Myself on an Event

Event Scheduling Chapter 4: Using the Event Scheduling M...

Employees can use the self-booking service to book themselves on open events. Hover over the sidebar menu, then click Event Scheduling. When on the Calendar View tab, click +BOOK MYSELF ON MULTIPLE EVENTS. Use the date filter to view events within a sp...

How to do Approvals

Event Scheduling Chapter 4: Using the Event Scheduling M...

Manager approvals Some events require manager approval for attendees. Upon submitting a request to attend an event, the attendee’s manager will be notified by email. Additionally, when navigating to the Dashboard, the manager will see a new request on the...