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Use events within the rotas

You can use events within the rotas with the correct configuration.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

If you have Events enabled on your system and you're looking at using it to its full advantage, there are a few things that will need to be configured before you can start using this. There are 4 main bits within Events that need configuring, these 4 things are:

All of the above are access from the same area on the system, Settings, Module Settings and then Events.

Location

The location is where the event will be taking place.


Category

What type of event are you going to be adding to the rota?

This is defined with the category that you setup within your settings.


Event resources

The resources can include food, beverage, equipment etc.


Event resource types

The resource types are what will be sitting within the event resources. For instance, if you have a resource called Food, within the food resource, you can add what types of food you would be looking at distributing at this event.


Create an event

Once you have finished configuring the settings of your events, you can then proceed to adding the event to your rotas. This can be done by following the below steps:

  1. Click My Team and then click Rotas.

  2. Click Event Templates and then Add Event Template.

  3. Fill out all of the fields you can see and click Save. You can click back into the event once you have saved and financial data if required.


Select the template just created

Now that you have created the template, you will need to click into the events tab along the top and follow the below:

  1. Click Organisation and select the section the event is taking place within

  2. Give the event a name and date.

  3. Unselect Blank template, once you have unselected this you will be able to select the template you have just created.

  4. Click Save.

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