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 is used for grouping and managing Shifts, allowing all assigned shifts to automatically inherit the core rules and settings for a faster and more consistent setup.
IN THIS ARTICLE:
Create an Event
See the following instructions to create an Event:
š”Tip: It is recommended to create Shifts for your Event before publishing it.
Click Events > Events.
Click the Create button. The Create Event screen appears:
Enter the following information:
Name: The name of the Event. This field is required.
Description: A customised description of the Event. This field is required.
Type: Defines the Event Type and how it is displayed in the User Portal. This field is required. See the Create and Update an Event Type article for more information.
Timezone: The timezone of where the Event will occur. This field is required.
Is Ongoing: Check this box if the Event does not have a specific start and end date. If selected, the Start Date/Time and End Date/Time fields are hidden.
Start Date/Time: The start date of the Event and when it is visible in the User Portal. This field is required.
End Date/Time: The end date of the Event and when it is to be removed from the User Portal.
Is Virtual: Check this box for Events that are intended to be run completely online. If selected, the Venue and Use Custom Address fields are hidden.
Venue: Select a Venue for the Event. See the Create and Update a Venue article for more information.
Use Custom Address: Check this box to enter a custom address for the Event. Use the Address Lookup to automatically prefill address details and link the address to Google Maps. You can drag the map pin to refine the precise location.
Event Tags: Can be used as filters when searching for Events in the User Portal.
Sort Order: The numeric order in which the Event appears in your Event list. Lower numbers appear at the top of the list.
Click the Publish Event button to make the Event visible in the User Portal immediately, or click the Save button to save the Event as a draft without making it visible to users.
If you Publish the Event, the following options appear:
If you Save the Event, the following options appear:
š”Tip: For a comprehensive list of General, Advanced, Portal Visibility, and Shift Default settings tabs, see the Customise Event Settings article for more information.
š”Tip: If there are any Event Templates configured, the Event Template option appears at the beginning of creating an Event. See the Create an Event Template article for more information.
Update an Event
See the following instructions to update an Event:
Click Events > Events.
Click the More Actions menu on the Event you wish to update.
Click Update. The Event appears:
Update the information needed.
Click the Save button.
Bulk Update Events
If you wish to update multiple Events simultaneously, you can apply a Bulk Update action.
Click Events > Events.
Click to select specific Events to include them in a bulk action, or leave them unselected to apply the action to every Event in the Events List.
Click the Actions button.
Click Bulk Update Events. The Bulk Update Events window appears:
Toggle the Don't Update button off to modify the following settings listed in the General, Advanced, Portal Visibility, and Shift Defaults Settings tabs.
Click the drop-down menu on the Apply To field to select one of the following options:
Events listed: Apply the bulk action to all Events in the Events List.
Events selected: Apply the bulk action to selected Events.
Click the Update button. The following window appears:
Click the Close button to exit the window.