Excursion Maintenance - Groups bar
Use the Groups bar to assign excursion attendees to groups and sub-groups. There are three areas of the Groups bar. You can use:
- Event Group Types area to create new excursion groups
- Event Sub Groups & Responsible Staff Members area to create excursion sub-groups
- Sub Group Members area to view excursion group members and assign members to specific sub-groups.
Excursion Maintenance - Groups bar key fields and buttons
Event Group Types area key fields and buttons
Grid area fields
Note: The grid area fields contain filters. See Sorting and filtering grids in the Introduction manual.
Field | Description |
---|---|
Group Type | Type of group. See luEventGroupType lookup table in the System maintenance manual. |
Assigned | Number of attendees assigned to the group. |
Unassigned | Number of unassigned attendees. |
Buttons
Button | Description |
---|---|
Launch the Create New Event Group window to add a new event group. | |
Launch the Edit Event Group window to edit the event group. | |
Delete the selected event group. |
Sub Group Members area key fields and buttons
Grid area fields
Note: The grid area fields contain filters. See Sorting and filtering grids in the Introduction manual.
Field | Description |
---|---|
Role | Role of sub-group member. |
Name | Name of the sub-group member. See the Name field on the Excursion Maintenance - Attendees bar - Primary tab. |
Status | Status of the sub-group member. See the Attendee Status field on the Excursion Maintenance - Attendees bar - Primary tab. |
Sub Group | Select the sub-group of the selected sub-group member. Note: Staff members automatically receive sub-group membership to the first sub-group they are assigned to manage. For other group members, this field is not selectable until the attendee has a status of Attending in the Attendee Status field on the Excursion Maintenance - Attendees bar - Primary tab. |
Event Sub Groups & Responsible Staff Members area key fields and buttons
Grid area fields
Note: The grid area fields contain filters. See Sorting and filtering grids in the Introduction manual.
Field | Description |
---|---|
Sub Groups | Description of the sub-group. |
Students | Number of students in the sub-group. |
Staff | Number of staff members in the sub-group. |
Helpers | Number of assistants in the sub-group. |
Responsible Staff Member | Staff member responsible for the sub-group. Note: Staff members automatically receive sub-group membership to the first sub-group their are assigned to manage. |
Buttons
Button | Description |
---|---|
Launch the Create New Sub Group window to add a new sub-group for the selected group type. | |
Edit the selected sub-group. | |
Delete the selected sub-group. |
Sub Group Members area key fields and buttons
Grid area fields
Note: The grid area fields contain filters. See Sorting and filtering grids in the Introduction manual.
Field | Description |
---|---|
Role | Role of sub-group member. |
Name | Name of the sub-group member. See the Name field on the Excursion Maintenance - Attendees bar - Primary tab. |
Status | Status of the sub-group member. See the Attendee Status field on the Excursion Maintenance - Attendees bar - Primary tab. |
Sub Group | Select the sub-group of the selected sub-group member. Note: Staff members automatically receive sub-group membership to the first sub-group they are assigned to manage. For other group members, this field is not selectable until the attendee has a status of Attending in the Attendee Status field on the Excursion Maintenance - Attendees bar - Primary tab. |
Common fields
Field | Description |
---|---|
Search Filter | The Search Filter field is located at the top of the Excursion Selector. This field can be used to filter excursions by any of the information displayed in the Excursion Selector. |
Common buttons
Button | Description |
---|---|
Create a new excursion. See Creating new excursions. | |
Copy the selected excursion. See Copying excursions. | |
Delete the currently selected excursion. | |
Display the Set Excursion Search Criteria window. See Searching for excursions. | |
Customise how the bars are displayed. See Customising navigation bars in the Introduction manual. | |
Click to refresh information for the selected excursion. |