Seiten-GuidesManagement
Event Management - Page Guide
Event Management - Page Guide
Quick navigation guide for creating and managing events
Quick Reference
| Property | Value |
|---|---|
| URL | /admin/events or /admin/management/events |
| Navigation | Admin Menu → Management → Events |
| Permissions | Admin, Expediter, Developer |
| Purpose | Create, edit, duplicate, and archive events |
How to Reach This Page
Breadcrumb: Dashboard → Admin → Management → Events
Step-by-Step:
- Click the sidebar menu icon (☰)
- Expand the Admin section
- Expand Management submenu
- Click Events or Veranstaltungen
Alternative Access: From Admin Calendar → Click event → "Edit Event" button
Page Layout
Key Areas
- Header - Search, date range filter, status filter, "Create Event" button
- Event Cards/List - Visual cards or table view showing all events
- Quick Filters - Upcoming, Past, Draft, All status filters
- Action Menu - Per-event dropdown: Edit, Duplicate, View Calendar, Archive
Available Actions
Quick Reference Table
| Action | Location | Permission | Description |
|---|---|---|---|
| Create Event | Header | Admin, Expediter | Opens event creation form |
| Search Events | Header | All | Filter by name, customer, location |
| Filter by Date | Header | All | Show events in date range |
| Filter by Status | Quick Filters | All | Draft, Upcoming, Past, Archived |
| View Event | Card/Row | All | Opens event detail view |
| Edit Event | Action Menu | Admin, Expediter | Modify event properties |
| Duplicate Event | Action Menu | Admin, Expediter | Create copy with new date |
| Archive Event | Action Menu | Admin | Move to archived (no longer in schedule) |
| View in Calendar | Action Menu | Admin, Expediter | Jump to this event in Admin Calendar |
| Export Event List | Header Menu | Admin, Expediter | Download events as Excel or PDF |
Creating an Event
Access: Header → "Create Event" or "Neue Veranstaltung" button
Required Fields:
- Event Name: Display name for the event
- Customer: Select from customer list or create new
- Location: Event venue (select existing or create new)
- Date Range: Start date and end date (can be same day)
- Event Type: Wedding, Corporate, Private, etc.
Optional Fields:
- Description and notes
- Dress code requirements
- Budget/billing information
- Recurring event settings
After Creation:
- Event appears in Event Management list
- Event column created in Admin Calendar
- Ready to add shifts and assign staff
Editing Event Details
Access: Action Menu → Edit, or click event card
Editable Properties:
- All basic information (name, customer, location, dates)
- Event type and status
- Dress code and special requirements
- Notes visible to staff
Date Changes:
- Moving event dates: Shifts are moved with the event
- Warning shown if staff assignments conflict with new dates
Duplicating Events
Use Case: Create similar event without re-entering all details
Access: Action Menu → Duplicate
Process:
- Click Duplicate on source event
- Form opens with all fields pre-filled
- Change date and any unique details (name, customer)
- Save - new event created
What's Copied:
- Event name (with "Copy" suffix)
- Customer and location
- Event type and dress code
- Shift templates (without staff assignments)
What's NOT Copied:
- Staff assignments (new event starts empty)
- Specific dates (you must set new dates)
- Event-specific notes
Event Status Lifecycle
Draft (new events):
- Not visible to employees
- Open for editing
- Not yet scheduled
Upcoming (active events):
- Event date is in the future
- Visible to assigned staff
- Can be modified with caution
Past (completed events):
- Event date has passed
- Read-only in most views
- Available for archival
Archived (historical):
- Removed from active views
- Data preserved for reports
- Can be restored if needed
View Modes
Card View (Default)
Visual cards showing event thumbnail, key info, and quick actions
Best for: Visual browsing, recognizing events by customer
List View
Sortable table with all event properties
Best for: Bulk operations, detailed comparison
Toggle Views: Icon buttons in header (Grid/List)
Filtering Events
Date Range Filter
Presets:
- This Week
- This Month
- Next 3 Months
- Custom Range
Status Filter
Quick Filters (top of page):
- Upcoming (default)
- Past
- Draft
- Archived
- All
Search
- Searches: Event name, customer name, location
- Real-time results as you type
Related Pages
Prerequisites
- Login - Access with Expediter+ role
Related Features
- Admin Calendar - Assign staff to event shifts
- Customer Management - Manage customer database
- Location Management - Manage venue database
Next Steps
- Daily Planning - Detailed shift planning for event
- Schedule Release - Publish schedule to staff
Tips & Best Practices
- Use Templates: Duplicate similar past events to save time
- Set Dress Codes Early: Staff need advance notice for special attire requirements
- Archive Completed Events: Keeps active list manageable
- Export for Billing: Use event export for invoicing and reports
- Check Calendar Before Dates: Verify no conflicts before saving event dates
Common Issues
Can't create event - location required:
- Location must be selected from list or created
- Go to Location Management to add new venues first
Staff not seeing event:
- Event must have status "Upcoming" (not Draft)
- Staff must be assigned to at least one shift in the event
- Check schedule has been released
Date change warning:
- Changing dates may conflict with staff availabilities
- Review assignments in Calendar after date change
- Staff receive notifications of date changes
Last updated: 2026-04-24 | Report an Issue