Santa Clara Valley Section HOW-TOs vTools “Events” Taylor Winship 2017-2018 IEEE Santa Clara Valley Section Secretary

vTools Events With the vTools “Events” App you can: Post IEEE TMs Advertise IEEE TMs Pre-register for TMs Pay for TMs Report TM attendance Prepared by: T Winship 09-20-2018

EVENT/REPORT ADMINISTRATION Events Landing Page EVENT/REPORT ADMINISTRATION Prepared by: T Winship 09-20-2018 Page 3 of 33

Event/Report Dashboard Click here Prepared by: T Winship 09-20-2018 Page 4 of 33

“Create an Event” Form Prepared by: T Winship 09-20-2018

Create an Event Form Fill in event details 09-20-2018 Prepared by: T Winship 09-20-2018

“Create an Event” Form Click on section Headers to expand/collapse them Or click on “Next” button to go to next section Prepared by: T Winship 09-20-2018 Page 7 of 33

“Create an Event” Form After collapsing DETAILS section we can see all the section headers Create an Event function has multiple collapsible sections. We’ll look at some of them. - Details - Host - Location - Registration & Payment - Report and Attendance Prepared by: T Winship 09-20-2018 Page 8 of 33

“Create an Event” Form In “HOST” section fill in OU Name 09-20-2018 Prepared by: T Winship 09-20-2018 Page 9 of 33

“Create an Event” Form Click on “minus sign” in circle 09-20-2018 Prepared by: T Winship 09-20-2018 Page 10 of 33

“Create an Event” Form Click on “Child OUs” for SCV 09-20-2018 Prepared by: T Winship 09-20-2018 Page 11 of 33

“Create an Event” Form Click on your Chapter name 09-20-2018 Prepared by: T Winship 09-20-2018 Page 12 of 33

“Create an Event” Form Let’s look at “REGISTRATION & PAYMENT” Create an Event function has multiple collapsible sections. We’ll look at some of them. - Details - Host - Location - Registration & Payment - Report and Attendance Prepared by: T Winship 09-20-2018 Page 13 of 33

“Create an Event” Form Point to another registration application (e.g., Eventbrite) Default is “Standard” 2. Change to “External” 1. Change to “None” 3. When field appears, put in external URL Prepared by: T Winship 09-20-2018 Page 14 of 33

Search for Events Prepared by: T Winship 09-20-2018

Search Events SEARCH Prepared by: T Winship 09-20-2018 Page 16 of 33

Search Events Dashboard Click on Search Prepared by: T Winship 09-20-2018

Search Events Dashboard View | Manage Prepared by: T Winship 09-20-2018

Manage “Events” Prepared by: T Winship 09-20-2018

Manage Events Ways to get to “Manage” function: Search Dashboard Event/Report Dashboard Prepared by: T Winship 09-20-2018 Page 20 of 33

Manage Events Manage Prepared by: T Winship 09-20-2018

Manage Events Manage Prepared by: T Winship 09-20-2018

Manage Events Dashboard Prepared by: T Winship 09-20-2018

Manage Events Dashboard Prepared by: T Winship 09-20-2018

Manage Events Prepared by: T Winship 09-20-2018

Manage Events Prepared by: T Winship 09-20-2018 Page 26 of 33

Manage Events File Report 09-20-2018 Page 27 of 33 Prepared by: T Winship 09-20-2018 Page 27 of 33

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Manage Events Dashboard Prepared by: T Winship 09-20-2018

Create from Existing “Event” Prepared by: T Winship 09-20-2018

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Create from Existing “Event” Prepared by: T Winship 09-20-2018