Creating, running, and saving an event search
| Each event you plan to submit to the Optimizer for placement must have: • An event state of Tentative or Confirmed • At least one reservation Each of the event’s reservations must have: • An expected and/or registered head count greater than zero (0) • Dates/times that fall within the date range of the Optimizer run Events that don’t meet these criteria are reported as errors during the Optimizer prepare step. Incorrect event data may result in invalid placement results. |
Guidelines for creating your event search
In creating your event search:
• Focus on the events that need placement. The Optimizer takes care of pre-assignments for you, as long as your location search results include all the pre-assigned locations.
• Make sure the primary organization associated with each event has a name and at least a first choice partition preference (each organization can have up to four ranked partition preferences). Missing or incorrect organization partition preferences may result in invalid placement results.
• Don’t include date and time criteria in your event search. You’ll enter the date range of the events included in the Optimizer run when you set up the run. (See
Adding an Optimizer run).
To create, run, and save an event search
1. In 25Live, click the Events tab, then click the Advanced Event Search tab.
2. Click New Search.
3. Click Add Criteria and choose a search criterion from the pop-up menu.
4. Click the pencil icon and select the items for the selected search criterion. Click Done when finished.
5. If applicable to the criterion, choose the Include Any, Include All, or Do Not Include condition from the drop-down list. Include Any specifies that events must match at least one of the selected items, Include All specifies that events must match all the selected items, and Do Not Include specifies that events must not match any of the selected items.
6. Repeat steps 3 - 5 to add additional search criteria as needed.
7. Choose AND or OR from the drop-down list to specify whether you want each event returned from the search to satisfy all your search criteria, or at least one. The former specifies an “AND” search, the latter an “OR” search.
In this example, we chose “Cabinets” from the pop-up menu and selected the 2017cabinet, then chose “Event Types,” chose Include Any, and selected Section. We then chose AND to specify that we want only events that match all the criteria; that is, that they are in the 2017 cabinet and have a Section event type.
8. Click Search.
The search results are displayed in the area below your search definition.
9. Make sure your event search has returned all the events you want for this Optimizer run. If there are missing events, modify your search criteria and rerun the search.
10. When your search has returned all the events you want for this run, click Save.
11. Enter a meaningful name for your search in the Search Name field.
12. Click Save to save the search.
