How to find an event

This article explains the various tools that you can use to locate a specific event in the system.

Overview

Locating events in the system is something that you will need to do over and over, each and every day you use the system.   You really don’t want to memorize thousands of event ids, so we have built several tools in the system to help you find events.  There are three primary ways to locate events in the system:

  1. Use the Find Event  drop down, located in the menu bar.
  2. Use the ‘Find Events’ tool (on the dashboard and in the menu under Events).
  3. Use the ‘Event Book’ tool (on the dashboard and in the menu under Events).

 

Find Event

Find Event is located in the menu bar and allows you to quickly access the last 5 events that you have opened or recently created.  You can also enter an event id to ‘open’ the event.  That can be useful if you’re on the phone with your customer and they have access to their confirmation, which prominently displays the event ID. 

Find Event

Event Book

The event book will display a graphical representation of room usage for a given building and date. This allows you to quickly scan the day’s events.  Hovering over the event bar will display more information about the event.  Double-clicking on a bar will open that specific event.

Event Book

 

Find Events

Find Events is a powerful tool that lets you search for events with certain attributes.  Examples of the types of searching you can perform with Find Events are:

  • Find all events for today (or any date range)
  • Find all events in a specific building (or list of buildings)
  • Find all events that have a status of ‘confirmed’ (or list of statuses)
  • Find all events for a particular Organization
  • Find all events that have an event type of ‘Meeting’ (you select one of more event types)
  • Find all events that have catering

You can filter the list of events by: Date Range, Buildings, Statuses, Organizations, Room Types, Event Types, Owners and Service Providers.  You can use any and all of the filtering to narrow the list of events that is returned.  A more complex example might be ‘show me all meetings (Event Type) for next month (Date Range) being held in the Student Center (Building) that have Catering (Service Provider).’

Find Events

After pressing the Search button you will see the follow screen:

Find Events - Results

From this screen you are able to sort the results by clicking on a column heading and you are able to further filter the results by using the Search for a Booking search field at the top of the results grid.  You can open a booking by clicking on one of the rows in the results grid.