Multiple processing of event dates
Edit event dates
Click on the appropriate area and the appropriate options are shown and you can change them. If the area turns to blue, you have done some changes. Otherwise set the check box No change, if you want to keep the options of the event dates.
Date and time
Starts on (date) & Ends on (date)
Determine how you wish to shift the selected event dates (days/weeks/months or years).
Starts at (time)/Ends at (time)
Determine the time at which the events on the given dates are to start.
Determine how you wish to shift the registration deadline for the selected event dates (days/weeks/months or years).
Define the language in which the events on the given dates are to be conducted.
Define, if the events are events requiring physical presence or virtual classrooms.
Also you can select, if you want to use an existing location or if you want to enter the address of a new location. Therefore click on the button Select location. A dialog window opens and it shows all available locations of your client. Select the favaored room of the location and then click on the button Select. Via Preview you can display the details of the location and the room.
You can change the status of the events by selecting Initiated or Active.
Participants & Quotas
Set a minimum and maximum number of participants for the previous selected event dates. Further you can set the number of slots of the waiting list.
Example for quotas:
You have a big event with 50 slots and you want to reserve for different departments. Select a criterion, for which you want to give a quota, for example: division. Under description you enter “Sales%” for example and a number of slots (10), which you want to reserve for employees from the division sales. Thus ten employees from the division sales% can register to this event and 40 slots are now available for all other divisions. If you want to register more employees to the division sales, you have to increase the quota.
You can create multiple quotas for an event date and you can use placeholder like % for description. This includes all divisions, groups etc., which begins with sales (sales north, sales south etc.).
External reference and reference type
Stipulate an external reference and an external reference type.
External references are used for organizing and for linking to other systems. This you can use for manual assignments and on using interfaces, for example: REST API. You can search for external reference in the advanced filter function.
The external reference represents a reference value like ID, serial number or name. The external reference type describes which reference it is and how to understand the reference value. This is very important, if there are different sources or types of references, which use the same reference values.
Reference type SAP customer number with the external reference 100234
Reference type SAP user ID with the external reference 000004
To send an e-mail attachment with the confirmation of registration e-mail, the invitation e-mail, the thank-you e-mail or the follow-up e-mail, click on the button Add an e-mail attachment and select the media, which should be sent as attachment. For each medium you can define, with which e-mail it should be sent.
All documents, which exist in the event dates, are shown. You can do changes on all properties simultaneously.
Determine the price for the event date.
Registration confirmation CC
Indicate who else should receive the registration confirmation (superior and/or an additional user).
Send attendance list
Indicate whether the attendance list (list of registered participants) for the event date is to be sent automatically to the coordinators and the main trainers. This list is sent on registration deadline by standard. You can also specify the sending date and additional recipients.
If applicable change a tag for the event dates.