Event planning and review

Step by step

1. Set up organization Admin

   Admin checks the hosting organization, active owner and venue. The time zone and contact details matter before a date is agreed.

   • Identify the host, owner and location
   • Updates Organizations, People, Venues

2. Plan event Event Owner

   Event Owner enters the name, start, end, capacity and venue while the event is in Draft.

   • Record dates, capacity and Draft scope
   • Updates Events

3. Review event Event Reviewer

   Event Reviewer checks the proposed scope and its revision, then records Approve, Reject or Return with a reason.

   • Preserve a decision against the source revision
   • Updates Events, Review decisions, Record attachments
   ApprovalA person approves before the work moves on.

4. Open registration Event Owner

   Event Owner uses an approved event as the basis for registration intake and moves it to Open when the team is ready.

   • Make the approved event the parent of new requests
   • Updates Events, Registrations

Admin

Prepares organization access; Event Owner prepares the event; Event Reviewer decides; Registration Coordinator receives the approved scope.