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- Conference Management
- Process
- Event approval
Event approval
Prepare event scope and record an independent decision before opening registration.
Step by step
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Draft event Event Owner
Event Owner selects the operating organization, venue, owner, dates and capacity, then checks the calendar for the intended time. Supporting files are attached to the selected event.
- Sets event identity, schedule, capacity and ownership
- Updates Events, Organizations, Venues, People
-
Submit event for review Event Owner
Event Owner sends the current event revision into review. The reviewer receives the event's status and supporting context, including the venue eligibility note.
- Moves the current event into review with its evidence
- Updates Events, Record attachments
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Approve event Event Reviewer
Event Reviewer records a decision and reason against the submitted revision. An approval permits the owner to proceed; a return sends the event back for correction.
- Records a decision on the source revision
- Updates Events, Review decisions
ApprovalA person approves before the work moves on. -
Open registration Event Owner
Event Owner confirms the approved scope and opens registration. Registration Coordinator can then prepare participant records against the event.
- Opens the approved event for registration intake
- Updates Events, Registrations
Who does what
Roles and permissions- Event Owner
- Prepares and submits; Event Reviewer decides independently; Registration Coordinator begins intake after approval; Admin maintains membership and venue reference data.
Set up Conference Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.