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In the Events window, you can view, modify, or delete event information. To add new events, use a scheduling wizard that best fits your type of event.

Viewing, Modifying, and Deleting Events

You can modify information for events that are not connected to an event package.

Useful Information

If an event is connected to a group of events, you modify them in the Event Packages window. For more information, see Set Up and Manage Event Packages.

 To modify an event
  1. On the Information tab, click Events.
  2. Locate the event record you want to modify.
  3. Edit any information you need to.

    Useful Information

    If you modify the facility, event date, start time, end time, setup time, or cleanup time, Facility Scheduler automatically checks whether changes conflict with other events. When you save your changes, a message notifies you of any conflicts.

  4. Click Save.

 

To delete an event, locate the event record you want. At the top, click Delete Event.

Changing Default Background or Text Colors

 To change default colors
  1. On the Information tab, click Events.
  2. Locate the event record you want.
  3. On the Event Calendars window, under Calendar Colors, make any necessary changes.
  4. Verify that the sample is the way you want the event to display on calendars.
  5. Click Save at the top.

Adding Charges and Payments

 To add charges and payments for an event
  1. On the Information tab, click Events.
  2. Locate the event record you want.
  3. In the navigation pane, click Charges & Payments.
  4. Complete the information fields, and enter the charge and payment details in the grid.
  5. Click Save.

Setting Up Requirements

 To set up requirements for an event
  1. On the Information tab, click Events.
  2. Locate the event record you want.
  3. In the navigation pane, click Required Items.
  4. Click Insert to enter the requirements.
  5. In the Requirements column, enter the requirement, or select it from the drop-down list. This is a keyword field and uses names from the Requirement Types keyword category.
  6. Select the Met check box if the requirement has been met.

    Tip

    You can flag certain requirement types to alert you when they are not met. On the File menu, click Keywords > Requirement Types, and select Alert Me When Not Met for each requirement you want to flag.

  7. Click Save.

Useful Information

You can also add requirements when you schedule an event.

Entering Remarks

You can add any event remarks, information for housekeeping, maintenance, or the kitchen, and web calendar remarks. Locate the event record, and in the navigation pane, click Remarks.

Entering Request Details

If someone requested this event, such as through an online event request, you can add details about it. Locate the event record, and in the navigation pane, click Request Details.



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