Events and Groups
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You can associate groups with events to:
- Facilitate attendance-taking (for example, in My Groups or the Group Attendance Tool).
- Facilitate Group management (for example, the event displays on the group's calendar in My Groups).
- Facilitate reporting (for example, if you wanted to see event attendance specific to a certain group).
- Use features in your PocketPlatform app, such as Group Curriculum.
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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 will then create 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.
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If you associate a group with an event, you can copy the association forward into an event series by checking the Groups option in the Copy window.
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When you associate a group with an event, an Event Group record is created in the Facilities folder.
Group Members Becoming Event Participants
Group participants of a group associated with an event become event participants in one of the following ways:
- Checking into the Event using Check-In.
- Being marked present in Check-in Suite.
- Being invited/marked attended from the Portal My Groups page.
- Being marked as attended from the Group Attendance Tool.
- Being marked as attended in PocketPlatform Group Management.
- Signing up for the Event on the Portal.
Associate Groups with Multiple Events
But, if needed, you can manually associate a group with existing events.
- On the Events page, select all Events you want the Group to be associated with.
- Save the selection on the Events page.
- Go to the Groups page, and open the group.
- On the Events sub-page of the group, click Add.
- Click the [...] next to Events.
- In the selection drop-down, choose the selection you created earlier.
- Click Confirm Selection.
- Click Save.
- Repeat these steps for any additional groups you want these events associated with.
Manually Associate an Event with Existing Groups
- On the Groups page, select all groups you want the event to be associated with.
- Save the selection on the Groups page.
- Go to the Events page, and open the event.
- On the Groups sub-page of the event, click Add.
- Click the [...] next to Groups.
- In the selection drop-down, choose the selection you created earlier.
- Click Confirm Selection.
- Click Save.
- Repeat these steps for any additional events you want these groups associated with.
Remove the Association Between Events and Groups
- Delete rights are required on the Event Groups page and the Groups sub-page of Events.
- Go to the Events page, and open the event record.
- Click the Groups tab.
- Select the groups to remove.
- Click Delete.
- Confirm the deletion.
- Go to .
- Clear any existing selection.
- Select the records to remove.
- Click Delete.
- Confirm the deletion.