Every "Event" has Event Meeting(s) and every "Event Meeting" will be a part of an Event. The Event is the parent record, and among other information, the key components identified are:
- Event title
- Customer Contact
- Event Type
The Event Meeting(s), identify the individual instances of an event and each one includes:
- Start Date,/End Date
- Start Time/End Time
- Assigned Room(s)
- Associated Resource(s)
Events can be accessed from the Events tab. Select the Events option to search and view the list of existing events.
The event list page includes two view options. Select the view option at the top of the list page to choose the preferred list view.
The event view will group multiple meetings of the same event into one record, whereas the meeting list view will show each meeting as its own record. For example, if an event has two meetings the event view will show a single record with summary information.
The Meetings view will show them each as separate entries.
To view more information about a specific event or meeting on the list, hover the mouse pointer over the hover icon just to the left of the event link.
To view and edit details, or utilize additional event features, click directly on the event or meeting link to open the full event form.
To search for specific records, enter keyword search criteria in the "Keyword" text box at the top of the filter panel. The keyword search option searches event/meeting name and reservation number. Enter the desired keyword information and click Search or press the Enter Key to view your results.
To limit the number of records being displayed you may also enter filter criteria in the panel on the left. You may select one or more of the available filter items as desired to further limit the event record list to just those records you wish to view.
My Events Filter
The My Events filter option on the Events list page provides a simple way of finding only those events and event requests originated by you. The list is pre-filtered based on the user’s login and displays only those event requests submitted by, or events created by, the user in question. Once an event is approved, the event approver becomes the owner. The event will not display for the event requester using the My Events filter option once the event is approved. It will display for the event approver. Use the checkbox to toggle this pre-defined filter on or off.
Search and filter criteria are combined as you enter more options. Filter criteria are retained and will continue to be displayed if you leave the event list and return. Click Search to retrieve your records.
Once the list is returned you may wish to change how the data is displayed within the list.
Sort the data by clicking on any of the column labels to change the way the list is sorted. Click again to reverse the sort order. An arrow is shown on the column to indicate the sort direction. Use the Control key when clicking to add additional sort levels.
To multi-sort columns, press and hold CTRL on the keyboard and click a second column header. You will see an arrow with the number 2 next to the column name. You may multi-sort up to 3 columns.
Customize the order of the columns displayed on the page by clicking and dragging a column to the desired position. Arrows will appear to indicate your position.
Define which columns you would like displayed on the list by clicking on the menu option for any current column and choosing "Columns". Check the box next to any column to add or remove it.