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How to Navigate Events, under Booking, in Event Management (*)

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Prerequisite - See Related Article: How to Access Event Management

1 - Select EVENTS from under the Booking section in the left Navigation Bar.


 

2 - There are four filters at the top of the screen.   NAME, EVENT STATE, FROM, and TO.





2.1 - NAME - Type in the name of the of the event





2.2 - EVENT STATE - This is a drop-box that shows the various states that the event would be in.  (i.e. Accounting, Invoiced, etc. - not geographical state)




2.3 - FROM - The beginning date of the range for the event.





2.4 - TO - The ending date of the range for the event.


 

3 - Once you have filled in your filters, click on the blue SEARCH button.  (Note: if you want to clear your selections you can click the CLEAR button)


 

4 - You will see all the events, that fit your filters, will be listed below.


4.1 - There are filter buttons in each field if you need to further refine your findings.


 

5 - From this list you can go on to SITE SELECTION by clicking on the target icon.




See Related Article: How to Navigate Site Selection in Event Management


6 - From this list you can also Edit the book by clicking on the Edit icon.




See Related Article: How to Edit a Booking in Event Management


7 - From this list you can Delete a booking by clicking on the trash can icon





See Related Article: How to Delete a Booking in Event Management


8 - You can add a booking by clicking on the ADD button in the lower left corner of the screen.


 

See Related Article: How to Add a Booking in Event Management

 

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