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 Portal My Groups page.
- Someone marks them as attended from the Group Attendance Tool.
- Spmeone marks them as attended in PocketPlatform Group Management.
- They sign up for the Event on the Portal.
Associate Groups with Multiple Events
- Go to the Events page.
- Select all Events you want to associate the Group with.
- Transfer your selection on the Events page.
- Go to the Groups page, and open the group.
- On the Events tab of the group, click .
- In the Events field, click the .
- In the selection drop-down, select the selection you created earlier.
- Click Confirm Selection.
- Click Add.
Associate an Event with Groups
- Click the Groups page.
- Select all Groups you want to associate with an Event.
- Transfer the selection on the Groups page.
- Go to the Events page.
- Open the Event you want to associate with the Groups.
- Click the Groups tab.
- Click .
- Click the in the Groups field.
- In the selection drop-down, select the selection you created 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.
- Go to the Events page, and open the Event record.
- Click the Rooms & Groups tab.
- Select the Groups to remove.
- Click .
- Click Delete.
- Click OK.
- In the Advanced menu, go to .
- Clear any existing selection.
- Select the records to remove.
- Click .
- Click Delete.
- Click Delete.