The Selected Event Details pane contains detailed information about the event that you select in the Event Order pane. Most of the information that appears in this pane is imported from your company's Event Management System (EMS). You use the Selected Event Details pane to review and edit events. If you edit fields in this pane, the updated information appears in the Event Orders pane.
The following buttons appear at the top of the Selected Event Details pane:
Button | Description | Notes |
Expand All | Expands all sections in the Selected Event Details pane. | Default: When you open the Selected Event Details pane, only event information and details sections are expanded. |
Collapse All | Collapses all sections in the Selected Event Details pane. | The event information section at the top of the Selected Event Details remains expanded if you click Expand All. |
Although sections and fields for this pane vary depending on the selected event in an event order, you typically see the following sections:
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This section provides general details about the event. The header for this section is the event order number and the name of the event.
Field | Description | Notes |
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Controls in section header | ||
Collapse | Click to collapse the event information section. | Default: Event information section is expanded. This icon appears only if the section is expanded. |
Expand | Click to expand the event information section. | This icon appears only if the section is collapsed. |
Should I add a note that users will almost never update the number?
Should there be a warning about changing the number?Event Order - details | ||
EO # | Unique identification number for the event order. Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. |
What happens if you change the value and it clashes with another event order with the same number?
Although editable, the EO# should not be changed.
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Event Order | Title of the event order. | |
Status | Status of the event order. Statuses include:
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Start Time | Start |
date and time of the event.
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End Time | End |
date and time of the event.
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Rooms |
- Click the Rooms section header to sort by rooms. |
Icon column |
Flag |
—Indicates that an event is "dirty," meaning that work content needs to be generated or regenerated for the event. |
To quickly generate work content for this event, click the flag icon ( ). |
Exclamation mark |
: Event exception (exc.) |
—Indicates that there is missing information or a potential problem. | |
Room column |
Room where the main event is held.
List all the rooms where all events for an event order will occur. |
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EMS Information and Events |
- Click the |
Event # section header to sort by |
unique identification number of the event in the customer's Event Management System (EMS). |
Click the Events section header to sort by events. |
Event # | Unique identification number of the event in the customer's Event Management System (EMS). |
Event | Name of the event. |
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Details
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Headings for this section vary depending on the type of event and event details. This section provides specific details about the event .Are the fields always the same? Does it always match the name of the event?selected in the EMS section.
Field | Description | Notes |
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Controls in section header | ||
View Work Details | Opens Work Details dialog box. |
You use this dialog box to review setup and service work related to the selected event. For more information, see Work Details dialog box - field descriptions. | ||
Collapse | Click to collapse the section. | Default: When you open the Selected Event Details pane, only event information and details sections are expanded. This icon appears only if the section is expanded. |
Expand | Click to expand section. | This icon appears only if the section is collapsed. |
Details - main section | ||
Ignore | Check box to ignore this specific event in the event order. Ignoring an event ensures that the UniFocus software will not calculate labor for the event. | |
Event | Name or title of the event. | |
Date | Date on which the event occurs. Edit this field by changing the value in the field or by selecting the date from the fly-out calendar menu. | |
Start Time | Start time of the event. Edit this field by changing the value in the field or by selecting the time from the drop-down menu. | |
End Time | End time of the event. Edit this field by changing the value in the field or by selecting the time from the drop-down menu. | |
Room | Room where the event occurs. Edit this field by selecting a room from the drop-down menu. | |
Style |
Setup style of the event. Edit this field by selecting a style type from the drop-down menu. | |
Theme |
Overriding theme of the event. Edit this field by selecting a theme type from the drop-down menu. | ||
Planned | Number of attendees planned to attend the event. Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. | |
Guaranteed | Number of attendees guaranteed to attend the event. Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. | |
Set | Set guest count. Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. | |
Actual | Actual guest count. Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. |
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The Resources section lists the type and number of resources required for the event. Resources include items and supplies like tables, chairs, podiums, power strips, microphones, and whiteboards.
Field | Description | Notes |
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Controls in section header | ||
Add Resource | Opens the New Event Resource dialog box. Use this dialog box to add a new resource. For more information, see New Event Resource dialog box - field descriptions. | |
Delete Resource |
Deletes resource. | ||
Collapse | Click to collapse the section. | This icon appears only if the section is expanded. |
Expand | Click to expand section. | This icon appears only if the section is collapsed. |
Resources - table | ||
Ignore | Check box to ignore resource and count. |
Count | Number of resources needed. Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. | |
Resource | Name of the resource. |
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Functions are the activities associated with events. Examples include meals, breaks, and bars. Functions are automatically added to events based on a number of EMS criteria, such as event type, room, menu notes, and beverage notes. You can manage functions in this section.
Field | Description | Notes |
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Controls in section header | ||
View Event Tasks | Opens the View Event Tasks dialog box. For more information, see |
Add Function | Opens the New Event function dialog box. For more information, see New Event Function dialog box - field descriptions. | |
Collapse | Click to collapse the section. | This icon appears only if the section is expanded. |
Expand | Click to expand section. | This icon appears only if the section is collapsed. |
Functions - main section | ||
Function |
Name of the function. | |
Start Time | Start time of function. |
Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. | |
End Time | End time of function |
. Edit this field by changing the value directly in the field or by using the up and down arrows to the right of the field to increase or decrease the value by increments of one. |
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The Exceptions section lists event exceptions or problems with the event.
Field | Description | Notes |
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Controls in section header | ||
Collapse | Click to collapse the section. | This icon appears only if the section is expanded. |
Expand | Click to expand section. | This icon appears only if the section is collapsed. |
Exception | Click Exception section header to sort by exceptions types. | |
Exception | An explanation of the type of exception. Examples include:
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What are some other examples?
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The Notes section displays tabs with various types of notes that were entered in your EMS.
Field | Description | Notes |
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Controls in section header | ||
Collapse | Click to collapse the section. | This icon appears only if the section is expanded. |
Expand | Click to expand section. | This icon appears only if the section is collapsed. |
Icons | Click an icon tab to open each type of notes | |
Wrench |
Setup Notes |
—Contains notes about event setup. For example, this section might include a list of items such as notepads, pens, and candles. |
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Wine glass |
Beverage Notes |
—Contains notes about beverages for the event. |
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Camera |
A/V Notes |
—Contains notes about audio and video for the event. |
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Menu |
Menu Notes |
—Contains notes about the menu for the event. This section might contain the full menu for the event. |
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Other Notes |
—Contains miscellaneous notes about the event. |
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