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.
See the following instructions to create an Event Type:
Click Events > Events > Types.
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.
Click the Save button to save the Event Type.
Tip💡: Additional default settings for an Event Type can be modified under the Terms tab.
See Also 📖:
Creating an Event: Event Types can be assigned via creating or updating an Event.
Checkpoints: Can restrict which users can acess specific Event Types.