After you add spaces, resources, and services to an event, you can go to the Setup tab and add notes, choose configurations, assign resources and services to certain spaces, and complete any internal forms that are associated with the spaces, resources, and/or services that have been chosen.
Adding Notes to Spaces, Resources, & Services
On the Setup tab is where you can add a note for facilities/the set up team to see. In order to add a note, click "Edit" to the far right of any space, resource, or service you have selected for the vent.
In the Notes section, you can type in whatever specific requests that you need for that space, resource, or service.
Click Save when you are done and you will be returned to the Setup tab. Once done, you will see that configuration on the Setup tab. Facilities/the setup team will also see it on the Summary tab of the event and in the mobile app in the Event Setup option for events.
Choosing Configurations
Configurations are standard setup (usually tables and chairs) that admins can add under Settings > Advanced > Configurations and assign to specific spaces. (Although configurations can also be created for and assigned to resources and services, spaces are the most common). These configurations are like "pre-approved" setups that you can then select from on the Setup tab when you edit a space.
When you click "Edit" next to a space, if there are any assigned configurations to choose from, you will see the list and can check the one that fits your needs.
Once selected, you will see that configuration on the Setup tab. Facilities/the setup team will also see it on the Summary tab of the event and in the mobile app in the Event Setup option for events.
Assigning Resources and Services to Spaces
On the Setup tab is where you can assign the resources and services to the spaces you choose. This helps facilities and others know which spaces you expect the resources and services to be set up in.
In the pop-up box if you click under "Space(s)" you will see all the spaces that you chose for the event and you can select the one that this particular resource or service needs to be assigned to.
Once done, you will see that configuration on the Setup tab. Facilities/the setup team will also see it on the Summary tab of the event and in the mobile app in the Event Setup option for events.
Answering Internal Forms
Admins can create custom internal forms for spaces, resources, and services under Settings > Advanced > Form Builder and then assign that form to one or several spaces and/or resources and/or services for you to fill out on the Setup tab. As long as there is at least one required question, then you will need to answer that question before you are able to submit the event for approval. All forms that have yet to be filled out will have a red exclamation point next to them. Simply click on the form in order to fill it out.
Once you answer all the questions, then click Save.
Once done, the form will show a green check mark next to it.
The form questions and answers can be viewed by facilities/setup team either on the same Setup tab or in the mobile app in the Event Setup option for the event. SUb-admins can also review the questions and answers on the Setup tab when they are reviewing the items on the event that are in their approval area before they approve those items on the event.
- Learn more: How a Sub-Admin Gets Notified, Reviews Internal Forms, & Approves Items on Events in Their Approval Area