Add Instructions to Events

Permissions needed: Detailing > Edit

In addition to adding inventory items (food, beverage, chairs, tables, etc) to your event, you are able to add instructions - notes or other information needed to successfully execute the event. There are several places you can put instructions:

  • If instructions are specific to an item, they can be added as a note on the item (see Add Notes to Items).
  • If instructions are for a certain category, such as instructions for serving meals, they can be added to the category on the appropriate function.
  • If you have event-wide instructions, they can be added to an event-wide function.

To add instructions to an event:

  1. Click the name of the function to open its details slider.
  2. Click the add add icon by the department that you'd like to add instructions to, or by General Instructions at the bottom.
  3. Click Add Instructions on the menu that appears.
  4. Select a category from the drop down (you won't need to do this if you're adding general instructions).
  5. Add start dates and times, if you wish.
  6. Add a title (required).
  7. Add a description.
  8. If you'd like to add additional instructions to the same category, click Add instruction.
  9. Click the clear on the right to remove any extra instructions.
  10. When you've added all the instructions for this category, click Save.
  11. The instructions will be listed in the appropriate category, ordered by time.