Skip to main content
Skip table of contents

Creating an event

The New event screen allows admins to create a new eventproviding information such as date, time, and location, as well as assigning an event host.

Accessing the “New event” screen

The New event screen can be accessed from any of the following locations:

Events created from the sidebar or community homepage page are automatically shared with the selected community.

About the Event

This section allows you to provide basic information about the event, such as event title and cost.

Configuration

Description

Event title (Required)

Enter a title for the event.

Screenshot 2024-02-19 at 14.41.49.png

About (Required)

Enter a description about the event.

Screenshot 2024-02-19 at 14.45.10.png

Thumbnail (min 143px x 107px)

If necessary, click the box to upload a thumbnail.

Screenshot 2024-02-19 at 14.59.38.png

For information on supported image formats, see the Images section in Supported formats

Tags

If necessary, enter tags for improved searchability, separating each tag with a comma.

Screenshot 2024-02-19 at 15.00.35.png

Cost

If necessary, enter the cost. For example, the event might be taking place at a venue and the attendees must pay for the ticket at the door. You might enter the cost of the ticket in this field so that attendees are aware ahead of time, and then include more information in the event and occurrence descriptions.

Screenshot 2024-02-19 at 15.04.11.png

This information is shared with all users registered to attend the event.

Community

Click the dropdown to enter the name of a community to share the event with.

This configuration is not available if you accessed the New event screen from a community homepage.

Occurrence(s)

This section allows you to provide details for each occurrence of the event.

Configuration

Description

Details (Occurrence)

Enter a description for the occurrence of the event. If there are multiple occurrences, you can enter a unique description for each one. 

For example, you might have one event with multiple different versions, each taking place in a different time zone, with a local host. If you have an office in five different locations (London, Paris, San Fransisco, New York, Sydney) you might have five different versions of an event running, each tailored slightly differently to each location.

Screenshot 2024-02-19 at 15.22.23.png

Host

Select one of the following host types:

Internal host: This is a user from your organisation who exists on the platform. To add an internal host, search for their name and select them from the Internal host dropdown.

Screenshot 2024-02-19 at 15.04.59.png

External host: This is someone who does not exist in your platform as a user. If you are adding an external host, you must enter their name, email address, and upload a photo of them.

Screenshot 2024-02-19 at 15.05.49.png

If you have created the event but you have set another user as the event host, you will still receive certain event-related notifications and emails. For example, if an attendee withdraws from the event, you will still receive a notification and email informing you of this.

Location

Enter the location of the event occurrence:

If the event is a face-to-face class or workshop held in a physical location, you might enter the address or room where the event is taking place.

Screenshot 2024-02-19 at 15.11.08.png

If the event is an online class or workshop held in a virtual meeting room, such as Google Meet, Zoom, or Microsoft Teams, you might add a link to the online meeting.

Screenshot 2024-05-10 at 09.49.18.png

For more information on adding links to virtual meeting rooms in occurrences, see How can I use events for online training?.

Spaces

If necessary, enter the maximum number of attendees the event can hold. For example, if the event is happening at a physical location, there might be a limited number of seats available. Once the maximum number of spaces is taken, other users will be added to a waitlist. If an attendee withdraws from the event, a space will become available again, and a user from the waitlist can be added to the event as an attendee.

Screenshot 2024-02-19 at 15.15.15.png

Begins

Enter a start date and time:

  • Click inside the date field to select a start date.

  • Click inside the time field and then select or type a start time.

Ends

Enter an end date and time. Click inside the date field to select an end date, and click inside the time field and then select or type an end time.

Time zone

If necessary, click the dropdown to change the time zone of the event.

Screenshot 2024-02-19 at 15.16.08.png

By default, the time zone of the event aligns with the time zone set on the user's profile.

Training duration

If part of the event counts towards staff training, use the Hours and Minutes dropdown lists to specify the amount of time allocated for training.

Screenshot 2024-02-19 at 15.16.43.png

Customers have requested that we include this field in other learnings across Fuse, such as videos, articles, and learning plans. There are currently no immediate plans to implement this.

Code

If necessary, enter an event code for reporting.

Screenshot 2024-02-19 at 15.17.13.png

Applicant approval

Select one of the following options:

Users do not require sign off: Users can register to join the occurrence without being approved.

Sign off required: Users registering must be approved to join the event. Select one or more of the following approvers:

Event creator: The user who created the event must approve the applicant. The event creator can override applicant approvals from other user types.

  • Manager sign off: The user's manager must approve the applicant

  • Specified user sign off: A specified user on the company instance must approve the applicant. To specify a user, click Add user(s) name here and type a user's name. If the user's name is not registered on the company instance, you can type the user's email address instead.

    Screenshot 2024-02-19 at 15.17.47.png

Duplicate this occurrence

Click Duplicate this occurrence to create a copy of the occurrence with identical configurations for all settings except Training duration.

Screenshot 2024-02-19 at 15.18.22.png

Create another occurrence

Click Create another occurrence to create another occurrence from scratch.

Screenshot 2024-02-19 at 15.18.52.png

For example, you might have one event with multiple different versions, each taking place in a different time zone, with a local host. If you have an office in five different locations (London, Paris, San Fransisco, New York, Sydney) you might have five different versions of an event running, each tailored slightly differently to each location.

Screenshot 2024-02-19 at 15.22.23.png

To continue to the next section, click Next on the top-right of the screen.

Registration deadline

This section allows you to provide a registration deadline up to 30 days before the start of the event. Users withdrawing from the event after the registration deadline must provide a reason for withdrawing late.

Setting

Description

Do you want to provide a registration deadline? After the deadline passes, users are unable to register attendance and must provide a reason if they withdraw.

Select one of the following options:

  • Yes: Enables registration deadline

  • No: Disables registration deadline

No is selected by default.

How many full days before the event do you want to set the registration deadline?

If you enabled a registration deadline, click the dropdown to select how many days before the start of the event to set the registration deadline.

The registration deadline comes into effect at 00:00.

Example: If the event starts on 13th September at 17:30, and the registration deadline is set to 2 days before the start of the event, the registration deadline is 11th September at 00:00. Therefore, the latest a user can register to attend the event is 23:59 on 10th September.

The registration deadline corresponds to the time zone of the event regardless of attendee location.

Notifications

This section allows you to set event notifications.

Setting

Description

Would you like to notify users about the upcoming event?

Select one of the following options:

  • Yes: Users are sent a reminder about the upcoming event.

  • No: Users are not sent a reminder about the upcoming event.

Who do you want to notify?

If you would like to notify users about the upcoming event, select one or more of the following user types:

  • Attendees: Users marked as attending the event.

  • Event creator: The user who created the event.

  • Event host: The internal host designated in the Occurrence(s) section.

  • Specified approver: The user selected for Applicant approval in the Occurrence(s) section.

Notifications are not sent to external hosts.

When should users be notified before the event?

Select how long before the event starts users should be reminded about the event through the notifications icon.

You can select one or more options.

Do you want to send an additional SMS notification?

Select one of the following options:

  • Yes: Users receive an SMS reminder about the event.

  • No: Users do not receive an SMS reminder about the event.

The Reminder for attendee of upcoming occurrence notification is sent in an SMS.

If required, admins can customise the text and add/remove variables from the notification in the Notifications screen. If a custom version of the notification has been configured in the Language text column, this version will be sent.

Attachments

This section allows you to attach Fuse content associated with the event.

Content

Details

Attach resources

Helpful content for users about the event that does not need to be reported on by a manager, such as extra reading material.

Attach content

Allows you to attach prerequisite learning that users must view before attending the event, which may be reported on by a manager. This can be a video, article, link, question or uploaded file.

Learning plans cannot be added as prerequisite learning. 

Attach survey

Allows you to create and attach a survey to an event. Once attached, the survey is automatically sent to attendees after the event has ended. Attaching a survey to an event allows users to provide feedback which can help improve future events.  For information on how to attach a survey to an event, see Attaching a survey to an event.

If you want to remove a survey that is currently attached to an event, see How do I remove a survey from an event?.

If you share a survey that is attached to an event, the users with whom it is shared is dependant on the access settings selected in the Access section of survey creation screen, when you first create the survey. For example, selecting the All users with access option, means every user in Fuse can automatically access the survey.

If you then choose to share the survey with users who have not replied to it, by selecting the All users who have not replied option on the Surveys screen, it will be shared with all users who have access, with the exception of the users who have already responded.

Survey shares are not limited to event attendees or the community in which an event was created. If you only wish to share the survey with a specific set of users, you can manually select them using the Manually add users option in the Access section when creating the survey.

Advanced options

This section allows you to configure advanced options, such as enabling a waitlist.

Option

Description

Hide attendees list

Click the toggle to make the attendees list invisible to users.

Enable pass & fail for this course

If you want users to be able to pass and fail the event, click the toggle to enable pass and fail.

This feature is useful for training events.

Waitlist

If there are no more spaces remaining on the occurrence, users can join a waitlist until spaces become available. Spaces become available when other users withdraw or if the event creator or a manager adds more spaces.

The following options are available:

  • Disabled: There is no waitlist. This option is selected by default.

  • Automatic: Users who applied to attend the earliest are automatically added to the event when space becomes available.

  • Manual: Waitlisted users must be manually added to the event.

To save the event, click Save on the top-right of the screen.
The new event is saved and appears on the Events screen. The most recently created event appears at the top of the list.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.