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Excursion Maintenance - Groups bar

Use the Groups bar to assign excursion attendees to groups and sub-groups.

Opening the Groups bar

Excursion Maintenance - Groups bar key fields and buttons

Event Group Types area key fields and buttons

Grid area fields

Field

Description

Group Type

Type of group. See the luEventGroupType lookup table in the System maintenance manual.

Assigned

Number of attendees assigned to the group.

Unassigned

Number of unassigned attendees.

 

Buttons

Button

Description

New (green plus) button (synweb)

Launch the Create New Event Group window to add a new event group.

Create New Event Group (synweb)

Edit icon (pencil, Synweb)

Launch the Edit Event Group window to edit the event group.

Delete icon (red circle with minus) (synweb)

Delete the selected event group.

Event Sub Groups & Responsible Staff Members area key fields and buttons

Grid area fields

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.

Buttons

Button

Description

New (green plus) button (synweb)

Launch the Create New Sub Group window to add a new sub-group for the selected group type.

Create New Sub Group (synweb)

Edit icon (pencil, Synweb)

Edit the selected sub-group.

Delete icon (red circle with minus) (synweb)

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: 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.

For example, type ski to only view excursions with the word ski in the excursion code or description.

Excursion Maintenance - Excursion selector (ski example, synweb)

Common buttons

Button

Description

Delete button (Add tasks, synweb)

Delete the currently selected excursion.

New button (synweb)

Create a new excursion. See Creating new excursions.

Criteria button

Display the Set Excursion Search Criteria window. See Searching for excursions.

Customise tabs button (synweb)

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

Refresh button (maintenance, synweb)

Click to refresh information for the selected excursion.

Last modified: 23/02/2015 3:26:53 PM

See Also

Maintaining excursions

Searching for excursions

Creating new excursions

Excursion Maintenance - Details bar

Excursion Maintenance - Attributes bar

Excursion Maintenance - Organisers bar

Excursion Maintenance - Attendees bar

Excursion Maintenance - Update of Details bar

Excursion Maintenance - Consent bar

Excursion Maintenance - Web bar

Excursion Maintenance - Notifications bar

Excursion Maintenance - Risks bar

Excursion Maintenance - Approvals Process bar

Excursion Maintenance - Absences bar

Excursion Maintenance - Attendances bar

© 2015 Synergetic Management Systems. Published 5 March 2015.

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