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Events Overview

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

Zaheer Haral avatar
Written by Zaheer Haral
Updated this week

Event Creation


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

  1. Add a cover photo for the Event.

  2. Set the Title here.

  3. Adding Topics will show the assignee the Topic of the Event.

  4. Add a Description of the Event here.

  5. Create the Event Session(s).

Upon clicking the New Session button, a new window will pop up with additional options to configure the Session:


Instructors


You can add Instructors by clicking the box and finding a name. These will be the people who will be running the Event Session.


Max/Min Number of Participants & Waiting List


Below the Session Schedule, you will find a Settings section:

Here, you can toggle on Set number of participants, which will allow you to manage how many people can join an Event Session by setting a Max/Min number of participants. Once a max number of participants is set, you will also be able to turn on a Waiting list.

The Waiting list allows people to be added to a Waiting list of an Event Session if the Max number of participants has already signed up.

Please be aware that the Open for sign-up feature must be disabled to access the Waiting list setting.

You can also set a Minimum number of participants required for the Session to take place. This way, if not enough people join the Session, it will not take place. This is completely optional and can be changed when needed.

If you decide to set a Minimum number of participants, you will also be able to set a Closing date, which will serve as the last day of which participants can sign up for the Session.

In addition, you can decide who should be notified if a Session does not receive the minimum number of participants, in which case the Session will be cancelled.

Here, three options are available:

  1. Event creator

  2. Instructor

  3. Both

The cancellation notification due to minimum number of participants not being signed up will be triggered automatically to the above-chosen option.


Open for Sign-Up Option for the Event Session


If enabled, the Open for sign-up setting allows users to sign up for a Session of their choosing once they have been assigned to the Event.

If it is turned off, the users must be enrolled to a Session by the assigner as assignees will not be able to sign up for a Session themselves.


Managing attendance for an Event Session


As an Admin, once a user is enrolled to an Event Session, or if they sign up for a Session (only available for the user if the Self-sign up option is enabled), you can navigate to the Event > Attendees for a Session.

Here, you can see a list of the attendees for the Event Session.

If Max number of participants is enabled, only the chosen number of participants will be able to sign up for the Event Session.

If the Waiting list is enabled, and there are no more spots open, the Session will be Closed for sign-up, and users will be able to join the Waiting list.

Clicking the Session will bring you to the below page:

Here, you will see the list of Event Sessions. If a Session is full, you can select the Session and join the Waiting list. Once you do so, you will see the below page:

Here, you can see the "On waiting list" badge, and a Cancel button. If you no longer wish to be on the Waiting list, you can click the Cancel button to cancel your sign up.


Auto Attendance


Under Settings for an Event, you have the option to enable "Auto Attendance".

Enabling Auto Attendance will relieve the Instructor of having to manually mark people as "Attended" once the Event Session occurs. Making use of the Auto Attendance feature will automatically mark ALL signed up people as "Attended".

Note: Users must be enrolled to an Event Session for Auto Attendance to work.

While enrolled users will be marked as attended, Auto Attendance will not issue a certificate to the attendees. Certificates will still need to be issued manually when Auto Attendance is enabled.


Event Settings


Under Settings for an Event, you will see the below options:

  1. Open for manager-enrollment

    1. This allows Managers to assign Events to the people they manage.
      ​

  2. Use approval for enrollment

    1. This will require people to request access to the Event or an Event Session and then a Manager or an Admin needs 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.

  5. Send survey after completion

    1. Upon choosing a Learning Survey from this drop-down, the user will automatically receive an email notification linking to the chosen Learning Survey upon being marked Completed on the Event.

Please keep in mind that if a Certificate is added to an Event, and then awarded to people who completed the Event, you will not be able to remove the Certificate from that Event. As a workaround, it is recommended to create a new Event with similar or same details, with/without the Certificate attached.

*** It is important to keep in mind that emails sent will show time in UTC format, however, calendar invites and such will show the time on the platform.***


Activity Log


The Activity Log shows any changes made to the Event by any user on the platform. Navigate to edit an Event, click the three dots (...) and select Activity Log.

Here, you will find an overview of the changes made to the full Event. You are also able to export the logs to an Excel sheet by clicking the "Export Logs" button in the top right corner of the window.


Session Logging


Similarly to the Activity Log for the full Event, you can also follow a specific Session Log. Session logging enables the creation of records for each specific Session. These are useful to Admins to see the actions taken during each Session.

You can find the Session log by:

  1. Navigate to Instructor, then click the three dots (...) on the event, before finally clicking Manage attendees.

  2. Navigate to Admin > Learning > Events, then click to edit/open the Event, before finally clicking Attendees.

Once there, you will see the icon for logging next to the enroll button as shown above. Clicking this icon 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.


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 Sessions 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 shows the percentage of people who completed their assigned Events.

Scrolling down a bit, you can see a breakdown of all Events on 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 people are assigned and how many people 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 People shows the number of people assigned to the Event.

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

    • This does include canceled or unattended people.

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

    • This does NOT include canceled and unattended people.

  • Completed shows the percentage of people who have attended the Event out of the total number of people assigned to the Event.

Scrolling down, you can see the metrics in a table of people which can be searched through and exported as an excel. The table shows all assigned people 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 People by clicking the tabs above.

This table shows the statistics about every Session, when they are being held, how many people 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 people signed-up for the event. A donut chart breaks down the distribution of sign-up status and then a table with people and their status for the given Session.


Signing up individual People or Groups


With Events, you are able to sign up not only individual People but also whole Groups.

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 people in the group.

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


Archiving an Event


Archiving allows Admins to make Events hidden from people and Admins, while still being logged in the system. 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 and then clicking Status > Archived.

Archived Events are NOT accessible to people that are assigned to them, they will not appear on any of their Home or Learn pages. Furthermore, archiving an Event will permanently 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 canceled via email and will also make it inaccessible to the Instructor if there is one.

Note: The Event itself can be restored (unarchived), but the Sessions can not if they are archived or deleted.


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 on the Instructor page.


Topics


Topics are a feature that allows you to label Events. 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 Event, the end user will be able to filter by both Events and Topics in the Learning overview.


In case of any questions or concerns, please feel free to contact the eloomi support team via the eloomi Support Hub.

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