How do I plan an event?

Planning an event is really easy, especially once your Template is complete. Go to the Plan | Events screen and follow the instructions listed below:

  1. Select + New Event. If you want to edit an existing event, search for it and double click on it’s Name

  1. From the New Event screen, select [...]. From the pop up dialog box, choose the Site for the event

  1. Select the Template that you are going to use as a starting point for your event from the drop-down list

  1. Select the Event Date, External Reference and any Notes. Be aware that you can only schedule one event a day per site. If you try to schedule more than one event, an error message will be shown when you try to save the event

  2. Select Save

  1. The Event Planning screen will now load up. Press ˅ to expand and ˄ to hide the event details

  1. Select to make the event visible on the Employee Portal

  1. Select to Save the event details

  1. If you’d like to modify the Template and add extra roles select +Add Role

  1. To create an additional team, select +Add Team

  1. To manually move from the “Planned” Stage automatically through the “Processing” Stage onto the “Operational” Stage, select Complete Planning