Deploy an Event (Event Type)

The Deploy panel displays additional options that enable based on your system configuration. Selecting a certain unit may display options not found when selecting another unit. For example some units may have a set number of predefined positions and other units may allow you to define position requirements as needed.

Event Types enable authorized users with Roster: Add Event authority to deploy customized events onto the Roster. This option provides the user with the greatest flexibility.

To deploy an Event Type on the Roster:

  1. Click a Unit.
  2. Click Deploy.
  3. Set the date and shift times in Details.
  4. Click New Event to enable Event Type fields. Select an Event Type.
  5. The application automatically populates the New Event fields with the information defined for the selected Event Type. The Unit associated with the Event Type displays in the Unit field.
  6. Optional Settings are:
    • Rename the Event Type in Name.
    • Change the abbreviation preset.
    • Revise event notes in Details. Notes display on the Dashboard, Roster, and the Calendar List view.
    • Change the account code preset.
  7. Position options for the selected Unit enable. Either:
    • Select the preset positions if the Unit contains predefined positions.
    • Click Add to define your position and specialty requirements.
  8. Either click Save to confirm your settings and close the page, or click Deploy Another to retain the page open and deploy another unit.

The configuration of the organizational structure and the unit’s assigned shift determines where the unit displays on the Roster. For this reason you may find that the deployed unit sometimes displays at the top, bottom, or some where in between the Roster. Additionally, if the event type was configured with Calendar vacancy flags turned on, then vacancy flags display on the user’s personal calendar and the dashboard.