Default event team/position allocations
- Victor Macko
Default team/positions at events are selected in the following order;
By any relevant skills/qualifications they might have
By the position they are assigned in their own profile
By the event-type & associated default event team/position
These can be setup in the “Event Teams/Positions” page, in the “Defaults” tab at the top-right of the page.
By skills/qualifications
Certain skills/qualifications can be taken into account - eg. if a person has a “Driver” skill/qualification, and there is a “Driver” event/team position at the event, the system will select that team/position by default.
The skills/qualifications you would like to have checked need to be listed in the “Preferred skills/qualifications” box. These are then selected if there are corresponding event team/positions with the same name.
This should be done in order of priority (first being the positions people should be picked for first if they have the relevant quals, followed by the 2nd priority, etc)
By position assigned
Positions assigned in a persons profile are taken into account - eg. if someone is employed as a “Driver” in the organisation, and “Driver” is a position available for people to be rostered into, this will be selected by default (eg. rather than a “Support” team/position at the event).
Note: this behaviour occurs automatically, no configuration is required to include this.
By event-type
By default, generally each type of event is setup with a default event team/position that people are rostered into - eg;
A “Local event” event-type might have a “Support” person which is selected by default when people are rostered
A “Corporate function” event-type might have a “Catering staff” position which is selected by default
etc
To setup this behaviour, the default team/position you would like to use needs to be selected against each event-type you have setup.
This can be done in the “Event teams/positions” page in the “Settings” menu, in the “Defaults” tab at the top-right of the page.
