Entering Event Attendance


Concept


Steps:

  1. Begin by navigating to the Event Attendees page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Campus Event Planning link.

    Step 2
  3. Click the Event Attendance link.

    Step 3
  4. Click the Add a New Value tab.

    Step 4
  5. Enter the desired information into the Event ID field. Enter

     a valid value
     e.g.
     "000021887"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Event Attendees page to identify individuals invited or scheduled to attend an event, and specify their guest relationships, if any.

    Step 7
  8. The Attendee field displays the number of this individual on the list of attendees for this event. For example, attendee 00015 is the 15th attendee on the list of attendees in the system for this event.

     

    If you are entering an attendee for the first time, the Attendee field is all zeros. Do not override this value. After you enter data and save the page, the system assigns and displays the next sequential attendee number.

    Step 8
  9. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "AA0001"
    .

    Step 9
  10. Click the Meeting button.

    Step 10
  11. Use the Attendee Meetings page to identify the meetings to which an attendee is invited and the status of his or her attendance.

    Step 11
  12. In the Event Mtg field, enter the number of the meeting to which you want to invite the attendee.

     

    Enter the desired information into the Event Mtg field. Enter

     a valid value
     e.g.
     "1"
    .

    Step 12
  13. In the Status field, enter the status of the individual's attendance for this meeting. Status values are Attended, Invited, Not Attnd (attend), and Will Attnd (attend).

     

    Click the Status list.

    Step 13
  14. Click the Will Attnd list item.

    Step 14
  15. Click the OK button.

    Step 15
  16. When you select the attendee's ID, the system automatically displays the individual's name in the Name field.

     

    If the attendee does not exist in your database, you must enter the attendee's name here.

    Step 16
  17. Use the External Org ID field to optionally enter the organization's ID, if the attendee is from an organization in your database.

     

    When you enter the organization's ID, the system automatically displays the organization's name in the Name field. If the organization does not exist in your database, you must enter the organization's name.

    Step 17
  18. Use the Guest of Attendee field to enter the attendee number of the individual whose guest this individual is. An attendee can have multiple guests.

     

    You must first create guests as new entries on the list of attendees. You can then select them from that list and associate them as guests of the attendee described on this page.

    Step 18
  19. Use the Guest Relationship field to define the relationship between the host attendee and the guest attendee. If a guest is identified, the guest relationship is required. If you do not know the relationship, select Unknown.

     

    When you save the page, the system lists all guests of the host attendee at the bottom of this page.

    Step 19
  20. Click the Relationships link to access the Relationships search box page, where you can create or review a relationship between two individuals in your database.

     

    Guest relationship values are independent of the relationships that you set up on the Relationships page. Guest relationship is a quick method of identifying the association between two attendees specifically for an event.

    Step 20
  21. Click the Event Attendee Address tab.

    Step 21
  22. Use the Event Attendee Address page to optionally enter and track attendee addresses for an event.

    Step 22
  23. If the attendee has an ID in your database, the system displays the Home phone and address type and home phone number and address associated with the home address specified on the Installation Table - SA Options page. You can select a different phone and address type.

     

    If the attendee does not have an ID in your database, enter the phone number and address manually.

    Step 23
  24. Click the Attendee's Phones link to access the Phone Number page, where you can add or edit the phone numbers for this attendee.

     

    Click the Attendee's Addresses link to access the Addresses page, where you can add or edit the address data for this attendee.

    Step 24
  25. Click the Save button.

    Step 25

You have successfully entered event attendance information.

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