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Viewing event orders and events

Viewing event orders and events

Owned by Frank Gambino
Last updated: Jul 11, 2018 by Carissa Warnock (Unlicensed)

Review the tiles in the Event Planning Period tiles. The tiles on Event Planning Period tab provide information about the event orders, such as missing information, potential problems, and overlapping events.

Use the gauges and tables to direct you to the problems and the event orders in most need of review.

This section covers the following topics:

Filtering the event orders by information in the tiles

  • In the At a Glance pane, click a tile. 
    The Event Orders pane updates to show the event orders for the selected criteria. 
  • To return to an unfiltered view, click the the tile again.
    The Event Orders pane updates to display an unfiltered view.

For example:

If you want to filter the event orders so that you see only event orders with missing information:

  • Click the Missing Information tile.
    The Event Orders pane updates to display only event orders with missing information.

Sorting and filtering event orders by criteria in the Event Orders pane

Do one of the following:

  • In the Events Orders pane, click the header of the column that you want to sort by.
    The Event Orders pane updates in the order of your sort criteria. An up or down arrow appears next to the column name to indicate the order. If the information was sorted in ascending order, clicking the header sorts the information in descending order. If the information was sorted by descending order, clicking the header sorts the information in ascending order.
    Or
  1. In the Event Orders pane, hover the pointer to the far right of a column header.
    A drop-down arrow appears. 
  2. Click the drop-down arrow.
    A drop-down menu appears.

 

Note: Menu options differ depending on the selected column.

3. Do one of the following:

    • Click Sort Ascending to sort the information in ascending order.
      Or
    • Click Sort Descending to sort the information in descending order.

The Event Orders pane updates in the order of your sort criteria. 

For example:

 If you want to sort the event orders so that they appear in alphabetical order:

  • Click the Event Order column header.
    The Event Orders pane updates to display event orders in alphabetical order. An up or down arrow appears next to the event order header to indicate the order.
  • (Optional) Reverse the order by clicking the header again.
    The Event Orders pane updates to display event orders in reverse alphabetical order. 

Hiding and displaying columns

You can select which columns to hide or display in the Event Orders pane.

  1. In the Event Orders pane, hover the pointer to the far right of a column header.
    A drop-down arrow appears. 

  2. Click the drop-down arrow.
    A drop-down menu appears. 

  3. From the drop-down menu, hover the pointer over the Columns option.
    A fly-out menu appears. This menu contains a check box for each column in the Event Orders pane. Columns that are selected appear in the Event Orders pane. By default, all check boxes are selected. 

  4.  Do one of the following:

    • To hide columns, clear the check boxes in front of the column names.
      Or

    • To display columns, select the check boxes in front of the column names.

    The Event Orders pane updates with your selections.

Filtering within each column

For certain columns, you can filter the information within the column. For example, you might not want to view all rooms in the Room column. You can use the Filters option to select which rooms to include in the column.

Note: This filter is not available for each column.

  1. In the Event Orders pane, hover the pointer to the far right of a column header.
    A drop-down arrow appears. 

  2. Click the drop-down arrow.
    A drop-down menu appears. 

  3. From the drop-down menu, hover the pointer over the Filters option.
    A fly-out menu appears. This menu contains a check box for each available item in the column. For example, if you are filtering the Room column, the fly-out menu contains a list of all rooms. Items that are selected appear in the column. By default, all check boxes are selected. 

  4.  Do one of the following:

    • To hide items, clear the check boxes in front of the item names.
      Or

    • To display items, select the check boxes in front of the item names.

    The column updates with your selections.

Viewing event orders and events

After you have used the tiles to identify the event orders that are in need of further review, you view the detailed information for that event order and for the events it includes. If the events in the event order need corrections, you edit them in the Selected Event Details pane.


The icons in the Event Orders pane indicate specific problems.

Remember:

Flag icon: Indicates that an event is "dirty," meaning that work content needs to be generated or regenerated for the event.

Exclamation mark icon: Event exception (exc.)—Indicates that there is missing information or a potential problem.


To view event orders and events:

  1. In the Event Orders pane, click a row to highlight an event order.
  2. In the far left column, click the + icon in the Event Order row.
    The Event view expands to show the individual events within the event order.

  3. On the right side of the screen, click anywhere in the Selected Event Details vertical title bar.
    The Selected Event Details pane expands next to the Event Orders pane. The Selected Event Details pane contains all details about the events in the event order. You use this pane to edit the events.
    For descriptions of the Selected Event Details, see Selected Event Details pane - field descriptions. 

    Note: Notice that icons appear next to areas with problems or missing information.

  4. To open all sections of the Selected Event Details pane, click Expand All.

  5. To collapse all sections of the Selected Event Details pane, click Collapse All.