Events & Webinars Overview

This article is a general overview of Events and Webinars on eloomi Infinite.

Zaheer Haral avatar
Written by Zaheer Haral
Updated over a week ago

Webinars

Navigating to Admin > Learning > Events > New will show you this page:

  1. This is where you can add the cover photo for the event.

  2. You can set the title here.

  3. Adding topics will show the assignee’s the topic of the event and what it could be about.

  4. You can add a description for the event here.

  5. This is where you create the actual session for the webinar/onsite event.

Upon clicking the New session button, a new window will pop up a few options which we will explain in the next section:


Instructors

You can add instructors by clicking the box and finding a name. These will be the users who will be running the meeting/event.


Max Number of Participants & Waiting List

Scrolling further down, you will see an additional few options to choose from:

Max number of participants grants the ability to set a max user count to the event. Once this is on, you can then enable Waiting list. This just allows users to sign up for the waiting list before the event starts. This gives the instructors a good idea of the turn out for the meeting and how many people to expect.


Open for Sign-Up Option for the Event

The Open for sign-up feature will give the user the option to sign up for the session. If it is turned off, the assignees will be required to attend the session.


Auto Attendance

In Settings for Events, you have the option to enable "Auto Attendance".

Enabling Auto Attendance will set the Event so that the Instructor does not have to manually marked users as "Attended" when the event occurs.

Note: The event has to be assigned to the user for auto attend to work. The users will not all be marked as attended if the event is not assigned to them.


Activity Log

The Activity Log shows any changes made to the event by any user on the platform.

You are also able to export the logs to an Excel sheet by clicking the "Export Logs" button in the top right of the window.


Archive

By clicking the Archive option, this window will appear:

Archiving the event will permanently cancel all of the upcoming sessions for that event.

Keep in mind: The event itself can be restored, but the sessions can not if they are archived or deleted.


Event Settings

In the Settings area for events, you will see the below options:

  1. Open for manager-enrollment

    1. This allows managers to assign events to the users in their groups that they are the manager of.

  2. Use approval for enrollment

    1. This will require users to request access to the event which managers need to either approve or deny.

  3. Event Price

    1. This sets a price for the event, both the user and manager can see the amount once it is set.

  4. Issue certificates after completion

    1. This will allow for the event to have certifications sent out to the user after they complete the event. You can also set the expiry settings and custom text if you wish.


Reporting

Navigating to Reports > Events will bring you to the event reporting page.

Here you will see a few different options:

  • Total Events shows the amount of events on the platform.

  • Total Sessions shows the number of sessions on the platform.

  • Upcoming Sessions shows the amount of upcoming session is in the future.

  • Completed Sessions shows the number of completed sessions in the past month.

  • Total Events (graph) shows events created in a given month.

  • Attendance show the percentage of users who actually completed their assigned events.

Scrolling down a bit, you can see a breakdown of all events in the platform and a small breakdown of them.

The table can be sorted, filtered, searched through and downloaded as an Excel report. Columns display the number of sessions in the event, how many users are assigned and how many users have completed it.

Clicking on one of these will lead to the specific events reporting page:

Here you will find another set of metrics specific to the selected event:

  • Assigned Users shows the number of users that are assigned to the event.

  • Signed Up shows the percentage of users that have signed-up for a session, regardless of whether they have completed it or not, out of the total number of assigned users.

    • This does include cancelled or unattended users.

  • In Progress shows the percentage of users who have signed up, out of the total number of assigned users.

    • This does NOT include cancelled and unattended users.

  • Completed shows the percentage of users who have attended the event out of the total number of users assigned to the event.

Scrolling down, you can see the metrics in a table of users which can be searched through and exported as an excel. The table shows all assigned users and their status, which can be To Begin, In Progress or Completed. The mode of the table can be shifted to show a list of sessions instead of users by clicking the tabs above.

This table shows the statistics about every session, when they are being held, how many users are signed up, how many are marked as attended, unattended or cancelled.

These session rows are clickable and bring you to the session details report:

The session-specific report displays an overview of user participation for any given session. We also display a graph of when the users signed-up for the event. A donut chart breaks down the distribution of sign-up status and then a table with users and their status for the given session.


Session Logging

Session logging allows for the generation of logs for any given session. These are useful to admins to see what actions were taken on what sessions.

You can find the session log by:

  1. Navigating to Instructor, then clicking the three dots on the event, before finally clicking Manage attendees.

  2. Navigating to Admin > Learning > Events, then clicking the three dots on the event, before finally clicking Manage attendees.

Once there, you will see the icon for logging next to the enroll button as shown above. Clicking that will show you the following:

Here we display WHO made specific changes regarding the event and for WHOM. In the current implementation we display when:

  • A user signed-up for a given session, showing the user committing the action on themselves, setting their status to be Signed Up

  • A user canceling their sign-up for a given session, showing the user committing the action on themselves, setting their status to be Cancelled

  • An admin enrolling a user for a given session, showing the admin committing the action on the user, setting their status to be Signed Up

  • An admin marking a user as having attended, showing the admin committing the action on the user, setting their status to be Attended

  • An admin marking a user as having canceled, showing the admin committing the action on the user, setting their status to be Cancelled

  • An admin marking a user as having unattended, showing the admin committing the action on the user, setting their status to be Unattended

Additionally admins are able to download an excel file that gives this same overview by clicking the Export logs button in the top-right corner of the window.


Sign-up to both users and groups

With Events, you are now able to sign up not only users but also whole groups to them.

To do this, navigate to Admin > Learning > Events > Find the event you want to assign > Select the Groups tab > Then select a group and assign!

When a new user is added to the group, they also get the event assigned to them via the group assignment. This is useful for user onboarding going forward. However, keep in mind that the enrollment on the event itself will only happen to any current users in the group.

Any new users will only be assigned, but not enrolled.


Archiving

Archiving allows for admins to make events still available to the system, but not available to users and hidden from admins. It is important to keep in mind that the reporting data for these events will still be available in the reports.

To archive an event, navigate to Admin > Learning > Events > then select the event. Once it is selected, click on the three dots in the top-right corner and then click the Archive button.

Once an event is archived, it gets deprioritized in the admin overview. This means that active events are shown first. However, you can still filter by archived events by clicking on the Filters button then clicking Status > Archived.

Archived events are NOT accessible to users that are assigned to them, they will not appear on any users home or learn page. Furthermore, archiving an event will cancel all upcoming sessions in the event. This cancellation will be handled like any other session cancellation, which means it will inform the user that the session was cancelled via email and will also make it inaccessible to the instructor if there is one.


Admin Events List

The Admin Events list is an area where you can see some more in depth information regarding Past and Upcoming events. Essentially, you can view all the events over a given time and the statistics that come with them.

You can get here by navigating to Admin > Learning > Events.

With this page, you are able to also manage the events as you would in the Instructor page.


Topics

Topics are a feature where you can basically label different events with a topic. This will provide further insight to anyone who wants to sign up for the event, on what it will relate to.

You can assign a topic while either creating or editing an event like so:

Once the topics are assigned to the correct events and have their attached categories, the end user will be able to filter by both events and topics in the learning overview.

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