Event Management

The 'Event Management' tools allow nominated Contacts (i.e. not Admin Users) to manage the checking and tallying of the registered participants of an event.

Each Event can have one or more 'managers'. Managers are enabled via the Roster. 

Any Roster position can be set as a Manager role as follows:

From the Roster list view of the Roster > Manage page or Event > Roster page:
- check the tick box in the 'Can Manage' column next to each roster role that you wish to be able to manage the event

Or:
- click on the name of the Roster position on an Event
- check the 'Allow access to front end organiser view' option

When a Contact/Member is logged in to the Portal and viewing the 'My Duties' page they will see a 'Manage' button next to any event for which they have been set as a Manager.

Clicking this button will take them to the Event Management page.

The Event Management page defaults to display a list of Contacts for whom tickets have been booked (Participants) and a list of all Rostered volunteers.

The list of Participants can be filtered and sorted. Filtered lists can be exported as CSV files if required.

Participants can be 'checked-in' and/or you can add notes to record actions taken or expected.

They're also additional views appropriate for different manager roles. Data exports are tailored to each view but can be modified to include or exclude information.

IMPORTANT: Please ensure that anyone with manager access is aware of and willing to comply with your club's data policy.

Last updated 15:00 on 24 August 2024