Viewing Event Details

Each event in 25Live has its own Details page where you can find all of its data including the event state, occurrence date(s), scheduling contacts, tasks, relationships with other events, assigned location(s), and more.

At the top, the summary lists the event name, event title, event state, event reference ID, dates (including repeat occurrences), times, location(s), and resource(s) for the event. Use the star icon () next to the event name to add it to your favorites.

Image: A summary of the event is located at the top of the event page.

Event Tabs

Below are descriptions of each of the event details tabs and their uses. Please note that what you are able to view on this page will depend on your security settings and configurations. If there are settings you think you should be able to see or edit, please contact your 25Live Administrator. 

Image: The tabs you see in 25Live will depend on your system's configurations and your security permissions.

Details

Image: The Details tab includes several collapsible sections that allow inline editing for users with the appropriate permissions.

• Edit Mode - Set the toggle to On to enable inline editing.
• Register - Click to register for this event. If you are already registered, this link will be updated to View Registration.
• Edit Event - Open this event in the event form.
  • For more about Event States, see Choosing an Event State.
• Event State - Update the event state.
  • Please note that updating the Event State from the Event Details can trigger Event Save Email scenarios to send.

Note: Full Cancellation Rights Require Unassign Permissions

If the event owner has access to the Cancelled event state but does not have Unassign rights for objects assigned to an event, they will have to request the cancellation. (This scenario assumes that the event owner is not also the scheduler.) When a user requests cancellation, the system will ask the user to provide the reason for cancelling. Then, a To Do request with that information will be sent to the scheduler, who can then cancel the event.

• Security - This link sends you to the Object Security configuration page for this event in Group Administration.
• Refresh - You can refresh the summary using the refresh icon  in the upper-right of the summary area.
• Help - Press to be moved to the KnowledgeBase.

Additional event information is available in collapsible sections:

• General - This section has all of the basic event information, most of it can be inline edited.
  • For more information on inline editing, see Inline Editing Event Details.
• Tasks Completed - Lists task statistics with a link to "View this event's Task List".
• Event Relationships - Lists the related events (if there are any) with links to view those events' details.
• Event Categories - Shows the categories associated with the event and an "Add" link for adding more categories.
• Custom Attributes - Shows the custom attributes for this event with an "Add a Custom Attribute" option button.
• Event Info - Outline of additional event information including the requirements, owner, creation date, reference, cabinet, and folder.

For more information, please see Event Data Overview.

Occurrences

The Occurrences tab lists the Date, Start Time, End Time, and Additional Details of each event occurrence. On the left, there are panels for the Event Preferences. If the event has multiple locations/resource, there will also be a Filter by Locations/Resources panel.  

For more information, please see Viewing and Editing Event Occurrences.

Image: The Occurrences tab shows the date, time, location(s), and resource(s) for each occurrence.

Calendar

The Calendar tab displays a calendar of occurrences for the event you are viewing.

For more information, please see Working With Calendar Views in 25Live.

Image:  The Calendar tab shows each of the event's occurrences by week.

Schedule

The Schedule tab shows a color-coded block for each event occurrence in the event you are viewing. The blocks are laid out on a grid to highlight the dates and hours that each occurrence takes place. This view is interactive, allowing you to reschedule occurrences right from the grid.

For more information, please see Working With Availability Views in 25Live.

Image: The Schedule tab shows all of the event occurrences laid out in a grid.

Task List

In the Task List tab, the details of tasks associated with this event (or related events) are displayed. This view will look different depending on whether your 25Live instance has Tiered Workflow enabled.

Tiered Workflow is an automated process that links an event's tasks together so that they are completed in a predetermined order. This means that some tasks cannot be completed until others have been. Each section of tasks can be expanded and collapsed and will indicate whether the task are completed or pending. 

If Tiered Workflow is not enabled in your instance, a table will display each of the event's tasks, which do not need to be competed in a specific order.

You can use the appropriate action buttons to complete a task:

• Approve or Deny to complete an approval notification
• Assign or Deny to complete a location or resource assignment request
• Complete or Ignore to complete a To Do task

For more information, please see Viewing Tasks, Tiered Workflow, & Completing Tasks.

Image: Open the Task List to see completed, in progress, and pending tasks. If you do not have Tiered Workflow enabled in your instance, your tab will look different than the image above.

Pricing

For events that have associated costs, you can use the Pricing tab to make pricing adjustments, export invoices, manage payments, and more.

For more information, please see Viewing and Modifying Event Pricing, Generating an Invoice, & Managing Payments in 25Live.

Image: Open the Pricing tab to see all costs associated with this event.

Registration

For events that allow registration, you can manage attendance information from the Registration tab.

For more information, please see Registering for an Event in 25Live & Managing 25Live Event Registrations.

Image: View and update the event registrants in the Registration tab.

LYNX

If a 25Live event has been imported via the Series25 LYNX Interface, you can use the LYNX tab to suspend SIS imports and exports for the section you are viewing.

For more information, please see Pausing a Section from the LYNX Tab in 25Live.

Image: The LYNX tab has a Pause Section toggle that can be used to suspend imports and 

Audit Trail

The Audit Trail tab displays a sortable table of changes to this event. Tap or click the Date, User, or Action column headings to sort by those columns.

For more information, please see Viewing an Event's Audit Trail.

Image: Use the Audit Trail to see a record of changes made to this event.

Scheduled Emails

The Schedule Emails tab shows a record of scheduled emails including those created from the Email Event section of the More Actions menu or from Event Save Emails.

For more information, please see Saving, Printing, Emailing, and Scheduling Reports.

Image: Open the Scheduled Emails section to view the audit trail of emails scheduled through the Email Event

More Actions Menu Options

Expand the More Actions menu to see additional actions available for events.

Image: Tap More Actions to open additional event options.

To close the display, tap the Collapse button.

Image: Use the Collapse button to close the More Actions menu.

Edit Event

Edit this event or related events.

For more information, see Editing Individual Events With the Event Form.

Image: If an event is in a related event set, you will also have the option to copy related events.

Copy Event

Duplicate this event.

For more information, see Copying Events & Copying Related Events.

Image: Use the Copy Event button to open the event form with a copy of this event's data added.

Related Events

Update this related event set.

For more information, see Creating Related Events & Editing Related Events.

Image: Add and remove events from a related event set in the Related Events section.

Manage Bindings

Create or edit events that are bound to this one.

For more information, see Creating Event Bindings & Removing Event Bindings.

Image: Add and remove event bindings from the Mange Bindings section.

Create Task

Create and assign a To Do task.

For more information, see Creating To Do Tasks.

Image: Use the Create Task button to create a To Do for yourself or another user.

Print Report

Print a report (including invoices, if one has been defined for the current event type), or custom document using information from this event.

Note: Setting Default Reports

Administrators can set the default confirmation and invoices reports in System Settings > Master Definitions > Event Types.

For more information, see Utilizing Custom Documents, Defining a Custom Report, & Adding and Editing Event Types.

Image: Your report list will be based on the reports attached to your instance's event types.

Email Event

Send event details and attachments via email.

For more information, see Emailing Event Details.

Image: Send a custom email with attachments in the Email Event section.

Delete Event

Permanently delete an event.

For more information, see Deleting Events.

Image: Tap Delete Event to permanently remove it from 25Live.

Create Event

Open a blank event form.

For more information, see, Creating Events With the Event Form.

Edit Ownership

Change the event owner to your contact with editing rights.

For more information, see Editing Ownership of Events.

Image: Use the Edit Ownership button to change the event's owner.

Subscribe

Subscribe to an event calendar feed.

For more information, see Subscribing to an Event Feed.

Image: Subscribe to an event feed.