Activities: Creating New Event / Attendee Tab

Activities: Creating New Event / Attendee Tab

Purpose

  1. To explain the Attendee tab when creating a new event.

Related Articles

  1. Methods to Create New Event within Activities
  2. Activities: Creating New Event / Event Tab
  3. Activities: Payroll Summary Tab
  4. Activities: Setting a Recurring Event

Video




Directions



1. Click on Activities.


Click on Activities



2. Click on Activities Log or Events List.
Create New Event can be found within Activities Module in multiple locations.

  1. Activities Log:

    1. Calendar View - select on the date or anywhere within an open area of the date you want to create an event.

    2. Daily View - select the Create New Event tab located below Modules.

    3. List View - select the Create New Event tab under the advance search features.

  2. Events List: select to Create New Event under the advance search feature.


Click on Activities Log or Events List



3. Click on Create New Event.


Click on Create New Event



4. Click on Attendee.


Click on Attendee



5. Assign user / Sign Up Eligible.

  1. Assign user: Event Creator assigns personnel to the Event.

  2. Sign Up Eligible: Once the Event is created personnel can sign up for that event.






6. Click on Add Attendee.


Click on Add Attendee



7. Adding Attendees by Search.

The dropdown allows user to add from:

  1. All System users

  2. From the Scheduler

  3. Rank

  4. Shift

  5. Unit

  6. Station

  7. Group


Adding Attendees by Search



8. Search an individual by using the Available Users.



All System Users



9. Select the attendee/s to add to the event with the check box then select the right arrow to add them into the Event Attendee column.



Adding an Attendee



10. If using the dropdown choices, the creator can bulk select attendees.

Choose from the dropdown then select on which group to add to the event. Select the right arrow to add to the Event Attendee column.


If using the dropdown choices the creator can bulk select attendees.



11. An attendee can be removed by either the trash can icon or bulk remove with the check boxes then select on the left arrow.



Removing an Attendee



12. Click on Yes / No.

First Due will confirm if you want to delete.






13. Click on Save.

This will save the attendee/s to that event.


Click on Save



15. Select Save.

NOTE:  The event can be saved with or without selecting the payroll summary when an agency is utilizing this feature.


Select Save




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