If an event you have created will be repeated on a regular basis, you can simply edit the details for the event and continue using the same profile instead of creating a new Event profile. For example, where a church runs an annual garden party, sporting event or regular outings.
Follow the guidance below to create, complete and review an event profile:
Firstly, ensure you have set up your first event. For guidance, please see our Help Guide 'Setting Up an Event'.
Before you can go on to another Event, you must ensure that all sub-tasks generated by the Event/Activity Checklist or any other task for your first event have been updated to conclusion ie closed if not relevant or completed because action has been implemented.
For your second event, find the first event profile and open it. In our example we have a choir visit. For the next choir visit we simply change the name of the event and update the details in the profile form by clicking on the 'Actions' button (#1 in the screenshot below):
Update all fields of the form to match the details of your new event, as shown below:
Save the form by clicking on 'Save'.
Now go to the Task List for your Event and review or complete from scratch the 'Event/Activity Checklist' Task which forms the Risk Assessment for your Event. For guidance on reviewing a Checklist, please see our Help Guide 'Completing a Task using an Online Checklist'.
Complete any other Tasks and sub-tasks that may have been generated for your Event.
Repeat these instructions for the next similar event.