Davie 201 – Events – Course Materials

Event Process

To manage events in Davie, follow the steps outlined in the process diagram. Before you add a new event, you should search for the event. Once you have configured and setup your event, you send invitations and register attendees. You can then configure a seating layout and assign seats. To determine the success of your event, you can generate event reports.

Events Page

The Events page is a centralized page to create, search, and report on events. You can view events in a calendar or list view.

Event Search

Before entering a new event into Davie, you must search to see if the event already exists.  You do not need the entire name to search for an event.  You may enter part of the name.  For example to find GAA FY12 Homecoming Event, you may enter Homecoming.  (Remember names of events are entered using the Davie naming convention – School/Unit..FYXX…Event Name…Event.  For example: UDO FY14 Commencement Event)

Event Configuration

Before you can manage event information, you must set up configuration options including event and lodging locations.

Event Locations

On the Event Locations tab, you can add and manage the physical locations where events are held. The location will need to have a record in Davie.

Lodging Locations

On the Lodging Locations tab, you can add and manage the facilities where your registrants stay when they travel to events.  The lodging will need to have a record in Davie.

Registration Types

An event registration type is a category of registration options such as individual, couple, member, nonmember, etc.  You choose the registration type and the cost associated with said type.  You will have to choose each type separately. 

Event Restriction Types

When you register constituents for events, you can add restriction types to track personal restrictions or preferences including dietary or physical needs.

Add Event Restriction Type Options
After you create event restriction types, you can add and manage restriction options for each type. 

Event Management Templates

Some events are tiered and have multiple levels. You can set up templates for the multi-level events. The templates determine whether events at the different levels or tiers can have items such as registrants, speakers, lodging options, and more.  This will be used for multi-level events only   You must use a template when creating a multi-level event.