š Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
An Event Type enables you to categorise your Events and how they appear in the User Portal based on your organisation's needs. For example, if the term "Opportunities" is more relevant to categorise certain Events in your organisation, the Event Type can be modified to reflect this.
IN THIS ARTICLE:
Create an Event Type
Click Events > Events.
Click the Types tab.
Click the Create button. The Create Event Type screen appears:
Enter the following information:
Name (Singular): The name of the Event Type in singular form. This field is required.
Name (Plural): The name of the Event Type in plural form. This field is required.
Code: A non-unique self-assigned code to enhance reporting data. The code is alphanumeric.
Content: Customised information that needs to be included such as links, tables, images and files.
Sort Order: The numeric order in which the Event Type appears in your Event Type list. This order is also reflected in the left-hand sidebar of the User Portal. Lower numbers appear at the top.
Ignore Schedule Rules: Check this box to override Shift limits (eg., overlaps and rest periods) and exclude Events and Shifts from user metrics such as Total Events and Total Shift Hours.
Ignore User Availability: Check this box to override a user's specified availability hours.
Display timesheets in portal: Check this box to allow users to access and manage timesheets for this Event Type in the User Portal.
Show In Sidebar: Enabled by default. Displays the Event Type in the User Portal sidebar. Uncheck to hide the Event Type in the sidebar.
Allow Users to swap Shifts: Check this box to allow users to swap Shifts within Events assigned to this Event Type.
(Optional) Click the Terms tab to change the default terms > click the Use Default? button off to edit.
Click the Save button to save the Event Type.
š”Tip: Additional default settings for an Event Type can be modified under the Terms tab.
Update an Event Type
Click Events > Events.
Click the Types tab.
Click the More Actions menu on the Event Type you wish to update.
Click Update. The Update Event Type screen appears:
Update the information desired.
Click the Save button.
View Events in an Event Type
Click Events > Events.
Click the Types tab.
Click the View Shifts button. The Events List appears with all the Events within the selected Event Type.
Delete an Event Type
Click Events > Events.
Click the Types tab.
Click the More Actions menu on the Event Type you wish to update.
Click Delete. The following window appears:
Click the Yes button.