EventR Team Guide: Difference between revisions
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If you do that, you will then be asked for the Itinerary details. An Itinerary is a collection of activities and users needed to do an event. | If you do that, you will then be asked for the Itinerary details. An Itinerary is a collection of activities and users needed to do an event. | ||
EventR Team also supports a full [[ | EventR Team also supports a full [[Hotel Booker]], offering convenient and competitively priced accommodation for your team. | ||
[[Creating an Itinerary in EventR Team]] | [[Creating an Itinerary in EventR Team]] | ||
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== App Screens == | == App Screens == | ||
=== Home === | === Home Page === | ||
[[File:Home screen.png|thumb]]The home screen covers most of the basic features of the app. At the top there is the current [[Itineraries|itinerary]] name, and the Team Name above it. The dates the Itinerary runs between are shown underneath, along with any tag colours assigned. | [[File:Home screen.png|thumb]]The home screen covers most of the basic features of the app. At the top there is the current [[Itineraries|itinerary]] name, and the Team Name above it. The dates the Itinerary runs between are shown underneath, along with any tag colours assigned. | ||
In the top left there is a button to select different itineraries (swiping this area will also swap itineraries). Below this there is a button to open the [[EventR Expense Guide|Expense]] screen (Requires EventR Plus plan and up). The top right hand clock icon allows you to show all times in your local timezone - handy if you want to work out when something is happening where you are. | In the top left there is a button to select different itineraries (swiping this area will also swap itineraries). Below this there is a banknote button to open the [[EventR Expense Guide|Expense]] screen (Requires EventR Plus plan and up). The top right hand clock icon allows you to show all times in your local timezone - handy if you want to work out when something is happening where you are. | ||
There are then 3 tabs: | There are then 3 tabs: | ||
=== Itinerary === | ==== Itinerary ==== | ||
This is a time ordered list showing you the next activity at the top (The image on the right shows a long stay parking). Each activity is shown as a [[Activity Card|card]] that shows the start times, along with other relevant information. Past activities can be shown by tapping on the text that appears at the bottom. Also [[Account]] -> [[EventR Team Settings|Settings]] -> [[Settings Home Page Options|Home]] contains an option to show recently past activities - this will show the past activities in a greyed out state at the top. Some users find this useful if they just have start times set. | This is a time ordered list showing you the next activity at the top (The image on the right shows a long stay parking for example). Each activity is shown as a [[Activity Card|card]] that shows the start times, along with other relevant information. Past activities can be shown by tapping on the text that appears at the bottom. Also [[Account]] -> [[EventR Team Settings|Settings]] -> [[Settings Home Page Options|Home]] contains an option to show recently past activities - this will show the past activities in a greyed out state at the top. Some users find this useful if they just have start times set. | ||
The pen icon in bottom right gives you the [[Activity Edit page in App|edit page]]. | The pen icon in bottom right gives you the [[Activity Edit page in App|edit page]]. | ||
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In the itinerary there are little speech bubbles on the cards. These can be used to open a chat for that activity. The chat will be created with the people on the activity in question. | In the itinerary there are little speech bubbles on the cards. These can be used to open a chat for that activity. The chat will be created with the people on the activity in question. | ||
=== Summary === | ==== Summary ==== | ||
The Summary Screen begins with the General tab, containing general Event details - address, website, files attached to the itinerary, and the additional info field. This screen supports [https://markdownguide.org/ markdown], so you can make it look quite fancy! | The Summary Screen begins with the General tab, containing general Event details - address, website, files attached to the itinerary, and the additional info field. This screen supports [https://markdownguide.org/ markdown], so you can make it look quite fancy! | ||
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After that you have a list of items by type. This includes untimed "[[stands]]" that can be used to convey more information. | After that you have a list of items by type. This includes untimed "[[stands]]" that can be used to convey more information. | ||
=== Map === | ==== Map ==== | ||
The Map defaults to showing every future activity with a known location (this will be the GPS location, or address set). There are small numbers in red circles for each activity, displaying the order in which the user will be doing them. As a default anything beyond 3 is faded out, so you can focus on what's next. This can be adjusted using the cog Settings icon | The Map defaults to showing every future activity with a known location (this will be the GPS location, or address set). There are small numbers in red circles for each activity, displaying the order in which the user will be doing them. As a default anything beyond 3 is faded out, so you can focus on what's next. This can be adjusted using the cog Settings icon. Left hand side full screens the map. Bottom left allows the user to share their location on the map to every other team member. This has various times allowing the user control how long they are shown. Finally, the final bottom right cycles through different views of the map. | ||
Please note Activities can stack, tapping on them will show what is happening at that location. This also leads to discontinuities in the numbering, as various things through an itinerary can be happening on that spot. | Please note Activities can stack, tapping on them will show what is happening at that location. This also leads to discontinuities in the numbering, as various things through an itinerary can be happening on that spot. | ||
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Tapping on an address will take you out into Apple/Google Maps to that location. There is also a copy button to put the address on your clipboard.<div style="clear: both"></div> | Tapping on an address will take you out into Apple/Google Maps to that location. There is also a copy button to put the address on your clipboard.<div style="clear: both"></div> | ||
== Chat == | == Chat Page == | ||
[[File:Chat Screen.png|thumb]] | [[File:Chat Screen.png|thumb]] | ||
EventR features a full channel based chat system. Channels are automatically created and populated with the people on any activity. You can send text messages, files, and photos to everyone in the group. Each [[Itineraries|Itinerary]] has its own separate chat channels, which are not reused. At the top you can search by name of the channel for messages. Most recent messages appear at the top - and are bold if unread. | EventR (premium and above) features a full channel based chat system. Channels are automatically created and populated with the people on any activity. You can send text messages, files, and photos to everyone in the group. Each [[Itineraries|Itinerary]] has its own separate chat channels, which are not reused. At the top you can search by name of the channel for messages. Most recent messages appear at the top - and are bold if unread. | ||
The bottom right icon allows you to create a channel containing specific people. These groups persist across itineraries so can be used to collaborate on long running jobs, site wide communication or any manner of user groupings not directly covered by the automatically created channels. | The bottom right icon allows you to create a channel containing specific people. These groups persist across itineraries so can be used to collaborate on long running jobs, site wide communication or any manner of user groupings not directly covered by the automatically created channels. | ||
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<div style="clear: both"></div> | <div style="clear: both"></div> | ||
== Team | == Team Page == | ||
[[File:Team Screen.png|thumb|Team Screen in EventR Team]] | [[File:Team Screen.png|thumb|Team Screen in EventR Team]] | ||
This page displays all itinerary items and activities for your team. | |||
The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen). | By default all itinerary items have ' [[Activity visibility levels|Team]]' visibility.Items with Public visibility are also displayed on this page.Items with Private visibility are shown only to the team members who have been assigned to them. | ||
Owners and Admins can also view team members’ private entries on this page, as well as on the [[Team Members page|Team Member Page]].This allows them to view a team member’s itinerary as if they were that team member for confirmation or final checks. | |||
Additional team member with User Role can be give access to Private entries using the [[Permissions Tab#Permissions Table|View Private Entries Permission]]. | |||
The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen). | |||
There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information. | There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but won't show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information. | ||
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With sufficient access (available by default) the bottom right green icon takes you to the [[Joining a Team Guide|add team member screen]]. | With sufficient access (available by default) the bottom right green icon takes you to the [[Joining a Team Guide|add team member screen]]. | ||
Under the Team Members drop down, you can also view each members itinerary by tapping on their name and going to their corresponding [[Team Members page]]. | |||
<div style="clear: both"></div> | <div style="clear: both"></div> | ||
== Account | == Account Page == | ||
[[File:Account Screen.png|thumb]] | [[File:Account Screen.png|thumb]] | ||
The Account | The Account page manages User details and preferences. It allows you to log out, swap teams, view all itineraries you're a part of, view access requests to teams you administrate, and change settings, like notification options and more. | ||
You can also request account deletion here. | You can also request account deletion here. | ||