EventPro Software User Manual

 

Under the Itinerary tab of the Event Setup Function edit form, you can set up Function Itinerary.

The Function Itinerary allows you to break out a Function into smaller blocks of activity.

 

Note that Function Itinerary is not the same as Event Itinerary.  

•Event Itinerary allows you to divide a Booked Location into Functions.

•In comparison, Function Itinerary allows you to divide a Function into smaller sections of time.  In other words, Function Itinerary allows you to further sub-divide Functions.

 

Itinerary Type

To begin, from the Itinerary Type drop-down list, choose the manner in which you are scheduling Function Itinerary:

•Time

•Duration

 

Time

When you add Itinerary to the Function, you will enter the Itinerary Item's Function Start Offset, i.e. number of minutes from the start of the Function to the start of this Itinerary Item.

So, if you are adding Itinerary to the Function chronologically, each Start Offset number will be larger.

 

Duration

When you add Itinerary to the Function, you will enter the Itinerary Items in order, setting a Duration (in minutes) for each.

 

Add Itinerary

Next, start a New record in the Itinerary selection grid.

The Event Setup Function Itinerary edit form opens.  Note that the edit form will be slightly different depending on the Itinerary Type you chose above.

 

Function & Itinerary Item

1.Event Function: This read-only field displays the Function to which you are adding Itinerary.

2.Location/Time: This read-only field will display the Function's scheduled location, date, and time.

3.Description: Enter a description of this Itinerary item.

4.Start Offset (if you selected Itinerary Type = Time): Enter the number of minutes from the start of the Function to the start of this Itinerary Item.

5.Duration (if you selected Itinerary Type = Duration): Enter the Duration of this Itinerary item, in minutes.

 

Presentation

These fields are not required, but you can enter the information if it will be useful for organizing this Function.

 

1.Presentation ID: Type in the Presentation I.D., if applicable.

2.Presentation Code: Type in the Presentation Code, if applicable.

3.Presentation Type: You can select a Presentation Type from this drop-down, which is populated by records created under EventPro Setup / Events / Presentation Types.

4.Presentation Theme: You can select a Presentation Theme from this drop-down, which is populated by records created under EventPro Setup / Events / Presentation Themes.

5.Presenters:

a.If you want to add presenters to this Itinerary item, click the Link button above the Presenters grid.

b.The Event Attendee window opens, displaying Event Attendees that have been assigned an Attendee Type that is marked as eligible for "Function Assignment".

c.Select the attendee you want to assign as Presenter for this Function Itinerary item, and click OK.

d.The attendee will be added to the Presenter grid of the Event Setup Function Itinerary edit form.

e.You can continue adding Presenters to the Function, as required.

 

Presentation Abstract

You can enter the Presentation Abstract under this tab.

If you already have the abstract saved in a supported document format, e.g. .rtf, .txt, .htm, .html, .mht, .docx, .odt, .xml, .epub, or .doc, you can open the Word Processor, and open and save the document there. Review Common Procedures / Word Processor / Open Existing Document.

 

General Notes

If applicable, enter any general notes for this Function Itinerary, using the Word Processor if you require additional functionality.

 

Save & Close

When you are done entering information in the Event Setup Function Itinerary edit form, click Save and Close.

You will return to the Itinerary tab of the Event Setup Function edit form, where you can continue to add more Itinerary Items to the Function.

 

Next topic: Registrations