Modifying your Event Type Hierarchy
You may occasionally have to modify your Event Type Hierarchy—deactivate or delete unused types, rename types, modify the reports and data properties associated with particular event types, and copy existing types to create new types.
Deactivating types
Deactivating a cabinet type, folder type, or event type means that new cabinets, folders, or events can no longer have that type. Events can’t be created with a deactivated event type, but any existing event of that event type is preserved in the Series25 database, and you can report on previous events with that event type. You can also reactivate an event type if you decide you need it again later.
Note: To deactivate a cabinet type or folder type, you must first deactivate the folder types or event types within it.
1. With the Events tab selected, select the Event Type Hierarchy task tab to go to the Manage Event Type Hierarchy page.
2. To deactivate cabinet types or folder types, click “Browse (manage/add.” To deactivate event types click “Browse (manage/add)” or “All Event Types.”
3. If you clicked “Browse (manage/add),” expand the Hierarchy as needed, and highlight the cabinet type(s), folder type(s), or event type(s) you want to deactivate.
If you clicked “All Event Types,” highlight the event types you want to deactivate.
4. Click Deactivate. The line through the type(s) indicates they are deactivated. (You can reactivate them at any time by highlighting the type(s) and clicking Activate.)
Deleting types
You can’t delete a cabinet type, folder type, or event type once actual cabinets, folders, or events of that type are created. This is why it is important to plan your Event Type Hierarchy carefully.
You can, however, delete types that aren’t associated with any cabinets, folders, or events. For example, you may find that certain event types are never used by schedulers, so you can “clean up” the event type list by deleting them.
Note: To delete a cabinet type or folder type, you must first delete the folder types or event types within it. You can only delete one type at a time.
1. With the Events tab selected, select the Event Type Hierarchy task tab to go to the Manage Event Type Hierarchy page.
2. To delete a cabinet type or folder type, click “Browse (manage/add.” To delete an event type click “Browse (manage/add)” or “All Event Types.”
3. If you clicked “Browse (manage/add),” expand the Hierarchy as needed, and highlight the cabinet type, folder type, or event type you want to delete.
If you clicked “All Event Types,” highlight the event type you want to delete.
4. Click Delete.
Renaming types
Note: You can only rename one type at a time.
1. With the Events tab selected, select the Event Type Hierarchy task tab to go to the Manage Event Type Hierarchy page.
2. To rename a cabinet type or folder type:
• Click “Browse (manage/add).”
• Expand the Hierarchy as needed, highlight the cabinet type or folder type you want to rename, and click Rename.
• Enter the new name in the pop-up window, and click Rename.
To rename an event type:
• Click “Browse (manage/add)” or “All Event Types.”
• If you clicked “Browse (manage/add),” expand the Hierarchy as needed.
• Highlight the event type you want to rename, and click Edit.
• Change the Event Type Name, and click Save Changes.
• Click Manage More Types to return to the Manage Event Type Hierarchy page.
Modifying the reports and data properties associated with event types
You may sometimes need to change the reports and data properties associated with certain event types. See
“Associating reports and data properties with event types”.
If you change the reports and/or data properties associated with one or more event type after you’ve begun scheduling events, the modifications are applied to new events of that type, but are not retroactive to existing events.
1. With the Events tab selected, select the Event Type Hierarchy task tab to go to the Manage Event Type Hierarchy page.
2. Click “Browse (manage/add)” or “All Event Types.”
3. If you clicked “Browse (manage/add),” expand the Hierarchy as needed, and highlight the event type(s) you want to modify.
If you clicked “All Event Types,” highlight the event type(s) you want to modify.
4. If you selected one event type and want to modify the reports associated with it, click the “Edit” link below Reports, change the Confirmation Notice and/or Invoice report you want as the default for this event type if needed, then check or un-check to change other reports as needed, or check the “Check All” box to select all reports.
If you selected more than one event type and want to modify the reports associated with them, do the following:
To... | Do this... |
Add or change the default confirmation notice or invoice | 1 Check the Reports: Confirmation Notice or Reports: Invoice box. 2 Choose the report from the drop-down list. |
Add reports | 1 Check the Reports (Add) box. 2 Check each report you want to add. |
Remove reports | 1 Check the Reports (Remove) box. 2 Un-check each report you want to remove. |
5 If you selected one event type and want to modify the categories, contact roles, custom attributes, requirements (publish to calendar), and/or requirements (other) data properties associated with it, click the “Edit” link below each data type, then check or un-check data items as needed.
If you selected more than one event type and want to modify the categories, contact roles, custom attributes, requirements (publish to calendar), and/or requirements (other) data properties associated with them, do the following:
To... | Do this... |
Add data properties | 1 Check the (Add) box of each data property. 2 Below it, check each data property you want to add. |
Remove data properties | 1 Check the (Remove) box of each data property. 2 Below it, un-check each data property you want to remove. |
6 Click Save Changes.
Copying types
You can copy an existing cabinet type, folder type, or event type as the basis for creating a new type. When you do this, the copied type is placed in the correct place in your Event Type Hierarchy. For example, if you copy the “Practice” event type in the “Athletics” folder type, your copied event type will also be placed in the “Athletics” folder type.
Note: You can only copy one type at a time.
1. With the Events tab selected, select the Event Type Hierarchy task tab to go to the Manage Event Type Hierarchy page.
2. To copy a cabinet type or folder type, click “Browse (manage/add).” To copy an event type click “Browse (manage/add)” or “All Event Types.”
3. If you clicked “Browse (manage/add),” expand the Hierarchy as needed, and highlight the cabinet type, folder type, or event type you want to copy.
If you clicked “All Event Types,” highlight the event type you want to copy.
4. Enter a name for the new type. (“Copy of <type name>” is entered by default.) The new type name must be unique.
5. For a new event type, edit the reports and data properties associated with the type as needed.
6. Click Save Copy.