Get Create An Event From The Advanced Form The Advanced Method Of ... - Augustana

Creating an event using the Advanced Form at Augustana can streamline your event management process. This guide provides detailed, step-by-step instructions to help you navigate the form effectively and ensure all necessary information is included.

Follow the steps to complete the advanced event creation form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Navigate to the Events tab and select the Events option.
3. Enter an Event Name that accurately reflects the purpose of your event.
4. Select an Event Type from the available list to categorize the event.
5. Select a primary Contact for the event from the list of contacts.
6. Enter an Estimated Attendance number to help plan the event.
7. Optionally, check a box to designate the event as Private or Featured depending on your needs.
8. In the Meetings section of the form, click Add Meeting to schedule a meeting related to the event.
9. Enter a Meeting Name if it differs from the event name; otherwise, it will be populated automatically.
10. Select a Meeting Type from the list; this will also auto-populate based on your previous selection.
11. Input a Max Attendance number for the meeting if it differs from the event record; this informs your room search.
12. If no room assignment is required for the meeting, remove the Room Required selection to allow completion without a room.
13. Enter the dates and times for the meeting, specifying any recurrence information if applicable.
14. Add any relevant notes that need to accompany the meeting(s).
15. Click Add Meeting(s) to include your meeting(s) in the meeting list on the right side of the form.
16. Repeat the steps as necessary to build a comprehensive list of all additional meetings you wish to schedule.
17. Once all meetings are added, click Save to preserve your event information.
18. In the Meetings section, check the box next to each meeting to which you wish to assign a room.
19. Click Assign Selected to continue with the room assignment process.
20. If needed, select a saved filter from the drop-down list to refine your search for available rooms.
21. Optionally, click Edit Filter to modify the criteria, then click Search Rooms to view your options.
22. If new filter settings were chosen, click Save Filter to retain these parameters for future use.
23. Provide a name for the saved filter in the Manage Filters panel and select the box to ‘Set as Default’ if desired, then click Save.
24. Click on the cell under each meeting corresponding to the desired room(s) you would like to schedule.
25. Click Assign to confirm the room bookings.
26. Enter any notes or comments pertaining to the event for future reference.
27. If you wish to notify attendees, click Send Event Summary, adding any comments or additional email addresses as needed.
28. Click Send to finalize the notification.
29. This will return you to the previous screen. Click Save to complete the event setup process.

Start creating your events online now by following these steps.