Client Edit Events Tool

Edit Events Tool

The Client Edit Events tool can be used by administrators to quickly edit batches of events under a parent program (client block). This tool allows you to bypass having to manually edit each event, and instead provides an excel template that can be filled out and then uploaded to edit multiple events under a parent program at once.

In order to download the parent program Edit Events template you will need to follow the steps below.

Navigate to the template page

To start, you will want to click on the Global button on your navigation bar and then navigate to the desired Parent Program tile. Once in the parent program of choice, click on Tools and then Edit Events on the navigation bar.

Download the template

You will be brought to a page where you can download the template. Set a date range of events that you would like to edit and click on Download Template and a pre-populated excel spreadsheet will start to download. The template will only download events that have no claims or recaps submitted against them.

Fill out the template

Once the template has been downloaded, you can open it in excel and begin to edit the desired events in the excel document.

Each line represents a different event that will be edited on the site. A number of the columns such as program, event type, recap etc. are pre-populated with a dropdown list of valid options to select from. These drop downs help ensure that the data entered on the excel spreadsheet matches up with what is in the system. Most of the columns to the left of the shift details will also be required in order to upload.

The location ID is used to assign venues/accounts to events. You can find out what a venue’s location ID is by going to the Locations tab on the navigation bar and then to View Locations.

Once you have added all the events, save the file. You will want to make sure it is saved as a .csv file in order to complete the next step.

Upload

To upload the template back into the system, navigate back to your internet browser and click continue. You will be brought to a page where you can choose the file you just updated and select it for upload. Click Conduct Test for the system to check the file for errors. If there are any errors, such as duplicate names, misspelled names etc. the system will provide a warning.

Confirm upload

If there are no errors you click Complete Import and the events will be updated in the system. If you have errors in the template, you will not be able to finish this process until you have gone back and edited those errors in the template and re-uploaded.

You can repeat this process for each client as needed.