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Procedures

10.2 Encompass Events

EFFECTIVE: 10/26/2018 · REVISED: 5/18/2022

Audience: Event Admin

General Purpose

An Event admin can create a paid or free event using an existing template that contains standard form fields. Minor updates can be made to the form, and the event landing page and associated confirmation emails can be configured.

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EFFECTIVE: 10/26/2018 · REVISED: 5/18/2022

Audience: Event Admin

General Purpose

An Event Admin can add a placeholder for an upcoming event to the event calendar with a few pieces of information. The item will roll off the calendar after the event start date.

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EFFECTIVE: 10/26/2018 · REVISED: 5/18/2022

Audience: Event Admin

General Purpose

If the event registration is handled outside of Encompass (ex. Eventbrite), an event admin can create a landing page that links to the third-party registration and have it display on the alumni website’s event calendar.

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EFFECTIVE: 10/26/2018 · REVISED: 5/18/2022

Audience: Event Admin, Event Reporting Admin

General Purpose

There are a number of ways to access an event report in Encompass.

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EFFECTIVE: 10/26/2018 · REVISED: 5/18/2022

Audience: Event Admin, Event Data Entry Admin

General Purpose

The adjustments function allows you to adjust both fee-based and free event registrations, as well as the associated guest registrations.  Note: After you adjust an item, you will still need to refund the money to the constituent through your payment gateway. This adjustment process releases the fee/commerce item for someone else to purchase and updates reporting.

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