iiQ Events - Viewing Events

Events are an object within iiQ used to track or coordinate the events being requested at a district. Events can be manually created by agents and admins or indirectly through requestor tickets. Events also have a special attribute that prevents two events from overlapping their start and end times at a single location (i.e., prevent double booking events). This means any event that conflicts with an existing event will not be permitted to be created or requested. Another detail for Events is that they can be viewed in a list view or a calendar view. Both views can be filtered by several characteristics related to the Event. This article describes the Agent and Admin submission and viewing of an Event.

The Events list view is the primary location for you to view which Events are currently scheduled at district facilities, the details of each Event, and the status of those Events. There are two Events list views that are available with iiQ Events, Upcoming Events, and All Events.

To view Events, navigate to Events > Upcoming Events or Events > All Events.

The All Events tab shows the list of all created events for the district organized in six columns: Event Name, Event Date, Attendees, Event Status, Location and Room, and Owner.

By default, Events are listed in chronological order and in Descending order, by the event's date/time.

To assist with finding a specific event, the list can be sorted in ascending or descending order by each column.

The Upcoming Events tab shows the list of current events (Start date/time has passed, but End date/time is still in the future), and future events (Start and End date/time is still in the future).

This list excludes the events whose End date/time is in the past; they will be visible in the All Events view.

On both the All Events and Upcoming Events tabs there is an option to view events in a Calendar.

Calendar views of events are very useful as you can easily track events and when they are occurring relative to one another. This saves time in finding what you are looking for. It’s also easier to see available days/times on the Calendar and make a decision about when to reserve an event.

You can see events in a monthly, weekly, or daily view on the Calendar by updating the toggle in the upper right.

When viewing the calendar in a weekly or day view, there is more information visible on the Event so that a user will not need to click into each event to see details such as timeframe, Event Title, Event Location, Event Room, and Event Owner.

Each event has an icon of a different color representing its status:

When toggling between Month, Week, and Day views, the following behavior should occur.

You can use filters on the list view or calendar view to limit the events that are displayed. Select Filter in the top right corner. Next, select the filter category.

Events can be filtered and saved into Custom Views for repeat usage. Some common examples are setting a view for the current week, a specific Location, or events of a specific type.

To create a new Custom View, navigate to Events > All Events > New View.

When creating new Event Views or exporting an Event View to CSV, additional columns are available to add to the grid. These additional columns include Custom Field columns for the following field types:

Also included are the Payment App Balance columns for both Fee Tracker and MySchoolBucks.

Custom View > View Settings > Columns tab

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Hannah Bailey - Director, Customer Engagement