Event preparation

Step by step

1. Prepare event Event Coordinator

   Event Coordinator creates the gala in Draft with a subject, record number, organization, owner, venue, start and capacity. An end date gives the team the full operating window.

   • Establishes organization, owner, schedule and capacity in Draft.
   • Updates Events, Organizations, Team members

2. Review venue and capacity Event Coordinator

   Check that the venue is active, belongs in the organization's operating scope and has an eligibility note the reviewer can assess. Compare capacity with the planned admission approach.

   • Checks the active venue and planned capacity.
   • Updates Events, Venues

3. Submit event for review Event Coordinator

   Move the prepared event into Review at its current revision. Keep the supporting attachment context available to the independent reviewer.

   • Presents the current revision and supporting evidence.
   • Updates Events, Record attachments

Event Coordinator

Prepares the event; Admin maintains organization and venue context; Event Reviewer receives the submitted revision.