Process Roadmap: Working with event orders

The process of working with event orders begins on the Planning screen of the Labor component (Main Menu > Labor > Planning). Clicking the Start button in the Manage Event Orders row opens the Manage Event Orders screen, which is where you import, review, and edit event orders.

Go to the Selected Event Orders pane and view the Event Planning Period tab to select the date range of event orders with which you will be working. View the gauges and tiles in the At a Glance section to see information about the event orders. In the Event Planning Period tab, you can manage event orders for the upcoming schedule period.

The event planning period is determined by the planning period set on the forecasting menu of the Planning screen.

Import event orders from your company's Event Management System (EMS). After the import is complete, the At a Glance tiles for the Event Planning Period tab update to reflect information on all  event orders.

Generating work content takes all the imported information from the event orders and applies it to the related configuration to determine how much work there is to do. This work content includes event setup, resources, transportation, and tear down.

When generating work content for a new planning period for the first time (before completing the event order review), choose the Generator Mode "Work Content Only."

After generating work content, the At a Glance tiles update to reflect the changes to the event orders.

The Event Order pane displays a table of all event orders. The tiles in the At a Glance section provide information about the event orders, such as missing information, potential problems, and overlapping events. Use the gauges and charts to direct you to problems and event orders in the most need of review. Clicking on a tile filters the Event Orders pane so that you see only the event orders that match the criteria of the selected tile.

Review the event orders that appear in the Event Orders pane. Expand an event order to see the related events (or functions). Using the Selected Event Details pane, edit the events to resolve any problems. As you make changes to events, you will notice that they are marked with a red flag indicating that these events will need to have their work content generated again. 

If you have the appropriate permissions setting, you are able to mark events as "Reviewed" as you complete their review.

When the event order review has been completed and all events are marked as "Reviewed," generate work content and planned shifts. Select the Generator Mode "Full Plan - Clear Scheduled." The system will create the planned shifts that are needed to accomplish all work for the period.

Schedule planned shifts for the event orders.

For more information on scheduling labor, see the following sections of the Timeline Scheduling online help:

• Using the Work Content and Workflow views.
• Planning labor with the Work Content and Workflow views.