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    Event Details
    • 01 Jan 2025
    • 2 Minutes to read
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    Contents

    Event Details

    • Updated on 01 Jan 2025
    • 2 Minutes to read
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    Article summary

    The Event Details sidesheet contains event information and attachments for a single event.

    Navigation

    An existing event’s details can be opened from all pages where events are displayed.

    1) Navigate to the Scheduling Calendar, Manager Tools Events tab, Smart Ops DSS, Forecasting page, or Smart Ops Home page.

    An event’s details can be opened on all pages where events are displayed.

    2) Click the desired event to open the event details.

    Events tab of the Manager Tools Page

    Click the row for the desired event.

    Scheduling

    Click desired event.

    OR

    Click View Event when viewing the event preview.

    Forecasting

    Click desired event.

    OR

    Click View Event when viewing the event preview.

    Smart Ops Daily Sales Summary

    Click View Event for the desired event.

    Smart Ops Homepage

    Select the Events tab of the Logbook widget, then click View Event for the desired event.

    Event Details

    Field/Button

    Description

    1

    Name

    Name of the event.

    2

    Category

    Subcategory associated with the event. Users can select from a list of existing subcategories.

    Clicking a category expands/collapses all associated subcategories.

    Users with appropriate permissions can also create, edit, and delete subcategories. Learn more about managing event categories here.

    Button

    Description

    A

    Add Subcategory Button

    Opens inline editing to add a new subcategory under the expanded category.

    B

    Manage Categories Button

    Opens the Event Categories window.

    3

    Locations

    Location(s) that the event is assigned to.

    To edit an event, a user must have access to all of the event's assigned locations. If a user has access to only one of multiple locations listed on an event, the event will be read-only, and the user will not be able to edit the event details.

    4

    Description

    Description of the event.

    5

    Date & Time

    Date and time range of the event.

    When the ‘All Day’ toggle (#6) is on, the event will apply to all hours of the selected business days.


    When the ‘All Day’ toggle (#6) is off, the date range includes hours. The event will span all hours between the start time of the first day and the end time of the second day.

    6

    All Day Toggle

    Indicates if the event is for a full business day, or for selected hours.

    7

    Attachments

    Uploaded files. This form supports the following file types:

    • Images: .png, .jpg, .jpeg, .gif, .bmp, .jpe, .svg

    • Video: .mp4, .mov, .wmv

    • Audio: .m4a, .mp3, .wav

    • Other: PDF, .csv, text, .doc, .docx, .xls, .xlsx

    Learn more about working with attachments.

    8

    Header Actions

    When creating an event:

    • Create Another checkbox - When checked, a blank event form is opened once the current event is saved.

    • Create - Saves and creates the displayed event.

    • X - Closes the event without saving.

    When viewing or editing an event:

    • Save - Saves changes to the displayed event.

    • Trashcan - Deletes the displayed event.

    • X - Closes the event without saving.

    To edit an event, a user must have access to all of the event's assigned locations. If a user has access to only one of multiple locations listed on an event, the event will be read-only, and the user will not be able to edit the event details.

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