Events & Activities: Where to create an Event

Events & Activities: Where to create an Event

Purpose Statement

This guide provides a comprehensive overview of all available locations for creating events within the Events and Activities module. Understanding the multiple event creation access points enables users to efficiently create events from whichever interface they are currently using, supporting flexible workflow approaches and streamlined event management across different module sections.

Background Information

The Events and Activities module provides multiple access points for event creation to accommodate different user workflows and interface preferences. Whether users are working in the Activities Log, reviewing calendar information, or managing events directly, they can create new events without navigating away from their current workspace.

Each event creation location offers the same fundamental functionality with two primary options: creating completely new custom events or using pre-configured templates for consistent recurring activities. This flexibility ensures that event creation is always accessible and efficient regardless of the user's current task or location within the module.

Required Permissions

Based on the system permissions structure, users need the following permissions to create events from any location:

Required for Basic Event Creation:

  • Events > General > Events
  • Events > General > Event - Create Event Entry

Required for Template-Based Event Creation:

  • Events > General > Add Event From Template

Required for Accessing Different Creation Locations:

  • Events > General > View Activities (for Activities Log access)
  • Events > General > View Daily Log (for Daily View access)
  • Events > General > View Record (for full interface access)

InfoNote: Permissions remain consistent regardless of which interface location is used to create events. The same event creation capabilities are available from all access points.

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Step-by-Step Guide

Event Creation in Activities Log - List View

  1. Access Activities Log List View
    • Navigate to Events and Activities module → Activities Log then select the "List" view tab




  2. Create Events from List View
    • New Event: Click the "Create Event" button to build a completely new event from scratch
    • Template Event: Click "Add from Template" to create an event using pre-configured template settings



Event Creation in Activities Log - Daily View

  1. Access Activities Log Daily View
    • Navigate to Events and Activities module → Activities Log then select the "Daily" view tab




  2. Create Events from Daily View
    • New Event: Click the "Create Event" button for custom event creation
    • Template Event: Click "Add from Template" to use existing template configurations
    • This location is ideal when planning daily schedules and activities




Event Creation in Activities Log - Calendar View

  1. Access Activities Log Calendar View
    • Navigate to Events and Activities module → Activities Log then select the "Calendar" view tab




  2. Create Events from Calendar View
    • Click on any specific date in the calendar interface
    • A popup window will appear with event creation options
    • New Event: Select option for creating a new custom event
    • Template Event: Select option for creating an event from a template
    • This method automatically sets the selected date as the event date




Event Creation in Event List

  1. Access Event List Interface
    • Navigate to Events and Activities module → Event List




  2. Create Events from Event List
    • New Event: Click the "Create New Event" button for completely custom event creation
    • Template Event: Click "Add New Event from Template" to use pre-configured templates


Best Practices

Do's

  • Choose the creation location that best matches your current workflow and task focus
  • Use template-based creation for recurring events to maintain consistency and save time
  • Take advantage of calendar view date selection for intuitive event scheduling
  • Use Event List for comprehensive event creation sessions requiring detailed configuration
  • Coordinate event creation location choice with your typical module usage patterns

Don'ts

  • Don't assume all creation locations have different capabilities - functionality is consistent across locations
  • Don't overlook template options when creating similar events repeatedly
  • Don't navigate unnecessarily between sections just to create events - use the most convenient location
  • Don't forget that calendar view automatically sets the selected date for new events
  • Don't miss opportunities to streamline workflow by choosing optimal creation locations

Tips & Recommendations

  • Bookmark or remember your preferred event creation location for routine workflow efficiency
  • Use calendar view for visual date planning and immediate event creation on specific dates
  • Leverage template creation for events that occur regularly with similar configurations
  • Consider creating events from the Daily View when planning day-specific activities
  • Use Event List creation when you need immediate access to comprehensive event management tools
  • Train team members on all available creation locations to improve overall departmental efficiency

Troubleshooting & FAQs

Q: I don't see event creation buttons in some Activities Log views. What could be wrong?
A: Event creation buttons should appear in all Activities Log views (List, Daily, Calendar) if you have proper permissions. If buttons are missing, you may lack "Event - Create Event Entry" or "Add Event From Template" permissions. Contact your administrator to verify your event creation permissions.

Q: When I click on a date in Calendar view, why don't I see the event creation popup?
A: The popup should appear when clicking on any date in Calendar view. If it doesn't appear, try clicking directly on the date number rather than empty space, or refresh the page. Also verify that you have appropriate permissions for event creation in the calendar interface.

Q: Is there any difference between events created from different locations?
A: No, events created from any location have the same functionality and configuration options. The creation interface and resulting events are identical regardless of whether you create from Activities Log List, Daily, Calendar, or Event List. Choose the location based on convenience and workflow preference.

Q: I can create new events but don't see template options. Why might this be?
A: Template options require specific permissions and depend on having templates configured in your system. If you don't see "Add from Template" options, you may lack "Add Event From Template" permission, or your department may not have event templates set up yet.

Q: Can I create events for past dates using these interfaces?
A: The ability to create events for past dates depends on your system configuration and permissions. While the Calendar view allows date selection, your department may have policies preventing backdated event creation. Check with your administrator about past date event creation policies.

Q: Which creation location is fastest for creating multiple events?
A: Event List is typically most efficient for creating multiple events as it provides the most comprehensive event management environment. However, if the events are for specific dates, Calendar view with date clicking might be more intuitive. Choose based on whether you're creating date-specific or general scheduling events.

Related Articles

  1. Events & Activities: Event List Overview
  2. Events & Activities: Activities Log List Overview
  3. Events & Activities: Activities Log Daily Overview
  4. Events & Activities: Activities Log Calendar Overview

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