Events & Groups
- You can associate Groups with Events to:
- Make it easier to take attendance (for example, in My Groups or the Group Attendance Tool).
- Make it easier to manage Groups (for example, the event displays on the group's calendar in My Groups).
- Make it easier to run reports (for example, if you wanted to see event attendance specific to a certain group).
- Use features in your PocketPlatform app, such as Group Curriculum.
- To associate a Group with an Event, you can do one of the following:
- Add the Group to the Rooms & Groups tab of your Event. The nightly Data Quality Routine then creates the Event Groups record;
- Go to the Event record, click the Groups tab, then add Groups; or
- Go to the Group record, click the Events tab, then add Events.
- If you associate a Group with an Event, you can select the Groups option in the Copy window to copy the association into future Events in a series.
- When you associate a Group with an Event, you create an Event Group record in the Facilities folder.
Group Members Becoming Event Participants
Group Participants of a Group associated with an Event become Event Participants when:
- They check into the event using Check-In.
- Someone marks them present in Check-In Suite.
- Someone invites them or marks them as attended from the My Groups widget or Group Life.
- Someone marks them as attended from the Group Attendance Tool.
- They sign up for the event online.
Associate Groups with Multiple Events
The easiest way to associate groups with multiple events is to associate them when you create an event series. To do so, you would create your first event, associate the groups, and select the Groups option in the Copy window when you create the series. You can also manually associate a group with existing events.
- In the navigation menu, click Events.
- Select all the events you want to associate the group with. You can save this selection for later.
- In the navigation menu, click Groups.
- Open the appropriate Group record.
- Click the Events tab.
- From the Actions menu, select Add Events.
- In the Events field, click the
.
- In the selection drop-down, choose the selection you created or saved earlier.
- Click Confirm Selection.
- Click Add.
Associate an Event with Groups
- In the navigation menu, click Groups.
- Select all the groups you want to associate with an event. You can save this selection for later.
- In the navigation menu, click Events.
- Open the appropriate Event record.
- Click the Groups tab.
- From the Actions menu, select Add Groups.
- In the Groups field, click the
.
- In the selection drop-down, choose the selection you created or saved earlier.
- Click Confirm Selection.
- Click Add.
Remove Associations Between Events and Groups
- You must have Delete rights on the Event Groups page and the Groups tab of Events.
To end the association between events and groups, you must delete the Event Group records. This doesn't delete the events or the groups themselves, just the connection between them.
- In the navigation menu, click Events.
- Open the Event record.
- Click the Rooms & Groups tab.
- Select the groups to remove.
- From the Actions menu, select Delete.
- Click Delete.
- Click OK.
- In the navigation menu, click .
- Clear any existing selection.
- Select the records to remove.
- From the Actions menu, select Delete.
- Click Delete.
- Click OK.