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- Corporate Event Planner
- Process
- Event approval
Event approval
Take a scheduled event from draft through review to an approved scope.
Step by step
-
Create event Event Organizer
The Event Organizer records the owner, organization, venue, schedule and capacity. The event starts in Draft with a revision that identifies its current scope.
- Draft event with owner, venue and capacity
- Updates Events, Organizations, Team members, Venues
-
Check venue and schedule Event Organizer
The organizer checks the venue's active state and eligibility note, then reviews the start and end of the event. The plan moves to Review when it is ready for a decision.
- Event moves to Review
- Updates Events, Venues
-
Approve event Budget Reviewer
The Budget Reviewer considers the current event scope and approves it for the next stage. The decision belongs to the source revision the reviewer saw.
- Decision against a source revision; event Approved
- Updates Events, Review decisions
ApprovalA person approves before the work moves on. -
Open admissions Event Organizer
The Event Organizer opens an approved event so the Admissions Coordinator can begin reservations under the current capacity and revision.
- Open event and guarded action result
- Updates Events, Operation receipts
Who does what
Roles and permissions- Event Organizer
- Prepares and opens the plan; Budget Reviewer decides; Admin maintains staff and venue records; Admissions Coordinator receives the approved event.
Set up Corporate Event Planner your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.