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Careful
pre‑event planning and task maintenance can ensure that events run smoothly
and that post‑event activities can be completed quickly.
1. Determine how many licenses you have
Before
you set up an event, determine how many licenses you have. If more people
register for the event than you have licenses for, potential participants cannot
join the event when they try to log in. Check with your Connect
Central administrator for licensing issues.
2. Specify content for the event
Before you create an event, the content for the
event must exist in Connect Central. (When you are setting up the
event with the Event wizard, you must specify the content, meeting,
course, curriculum, virtual classroom, or seminar on which to base
your event.) The following list shows several examples:
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To create a training event using a course or curriculum,
the course or curriculum must exist in the Training library.
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To present content as an event, the content must be stored
in the Content library.
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To use a meeting or a seminar as an event, the meeting or
seminar must exist in the Meetings or Seminar library.
3. Establish event permissions
Permissions
are important because they determine who can participate in, view, and
manage events. Attendance permissions determine the roles and functions of
attendees. The event manager assigns attendee’ roles when setting
up the event.
Note:
Attendee roles appear in the Role column
of the My Scheduled Events list in Manager.
Attendees
can have the following roles and permissions:
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Invited
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People who are sent an invitation to the event and are invited
to register for the event.
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Denied
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A person who has registered, but is not given access to the
event by the host.
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Pending Approval
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A person whose registration has not been approved by the event
manager.
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Participant
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People who attend the event as guests or as registered users
from your organization. They have limited permissions.
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Presenter
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A person who shows content to attendees. Presenters are assigned Presenter
permissions.
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Host
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The person who has full control of a meeting or seminar room
used for an event. The host has full Presenter and Manage permissions
and can assign permissions to others.
Note:
The
Presenter and Host roles are used for live events (meetings and
seminars) only. For all non-live events, only the Participant, Invited,
and Denied roles are used.
Event library permissions define
who can create events, modify events, and perform the tasks associated
with the Event library files and folders, such as adding and deleting
files. The file management permissions are Manage and Denied.
4. Register and approve attendees
Events require registration but don’t always
require approval. By default, an event does not require approval,
but you can change the setting when you create the event. If you
do not require approval, anyone who registers is approved automatically
and can attend the event, providing you have a sufficient number
of licenses. (As the event host, you can always deny approval to
anyone before the event occurs.) Requiring approval lets you control
who attends the event.
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