Deploying an Event Type Unit

Events are units in the organizational structure that can be attached to Event Type and renamed upon deployment. Allowing a single unit to be multi-purposed.

The Deploy panel displays additional options that enable based on your system configuration. Selecting a certain unit may display options not found when selecting another unit. For example some units may have a set number of predefined positions and other units may allow you to define position requirements as needed.

Review the entire task and choices within before you deploy. To deploy a unit using Event Details:

Go to the Roster.
Click on a unit to enable your options.

Click Deploy
Use the Details panel to change the date and shift times.
Go to the Event Details panel.
Click New Event to enable the Event Type field.
Optional Settings:
- Use the Name field to rename this unit. An Abbreviation is required and will show as entered on the Reports. The Roster, however, shows the abbreviation of the unit associated with this event type as shown in Setup > Organizations > Event Types.
- Use the Details fields to enter event notes that display on the Dashboard, Roster, and List Calendar.
- Use the Account field to include additional payroll data.
Your position options for the selected unit enable and you can either:
- Select the positions if this unit contains predefined positions - OR - click Add to define your position requirements.
If the event requires you to define positions, the Save button remains disabled until you select or add a position.
Click Save to confirm your settings and close the panel - OR - to retain the panel open and deploy another unit on the same day or change the date:
- Select Deploy Another then click Save.

The configuration of the organizational structure and the unit’s assigned shift determines where the unit displays on the Roster upon deployment. For this reason you may find that the deployed unit sometimes displays at the top, bottom, or some where in between the Roster. Additionally, if the event type was configured with Calendar vacancy flags turned on, then vacancy flags display on the user’s personal calendar and the dashboard.