See Fig. A above. This is the paperwork tab of the new event creation page. It is also part of the event file, which can be edited, that is
referred to throughout the Gigbuilder FAQs. The following sections are
displayed on this page:
Primary Planning Form: This is the primary worksheet for the primary client to fill out in their online planner. Select a primary planning form from the drop-down box. This field isautomatically populated when an event type is chosen using the check availability form and provided a default has been selected under Setup > Event Planning > Event Types for that event type. Worksheets are created under Setup > Event Planning > Worksheets.
"HTML" Button - This button is used to view / print the primary planning worksheet in HTML format. Select a primary planning worksheet from the drop-down box. Click the "HTML" button.
"PDF" Button - This button is used to view / print
the primary planning worksheet in PDF format. Select a primary planning
worksheet from the drop-down box. Click the "PDF" button.
"Edit" Link - This link is used to edit the primary planning form. Select a primary planning form from the drop-down box. Click the "Edit" link.
Additional Planning Forms: These are additional worksheets for the
primary client to fill out in their online planner. Select a primary
planning form from the drop-down box. Multiple worksheets can be selected by holding the CTRL key + left mouse clicking a selection. This field isautomatically
populated when an event type is chosen using the check availability
form and provided defaults has been selected under Setup > Event
Planning > Event Types for that event type. Worksheets are created
under Setup > Event Planning > Worksheets.
Event Timeline: This is the event time schedule worksheet for the
primary client to fill out in their online planner. Select an event timeline from the drop-down box. This field isautomatically
populated when an event type is chosen using the check availability
form and provided a default has been selected under Setup > Event
Planning > Event Types for that event type. Timelines are created under Setup > Event Planning > Timelines.
"HTML" Button - This button is used to view / print
the timeline in HTML format. Select a timeline from the drop-down box. Click the "HTML" button.
"PDF" Button - This button is used to view / print
the timeline in PDF format. Select a timeline from the drop-down box. Click the "PDF" button.
"Edit" Link - This link is used to edit the timeline. Select a timeline from the drop-down box. Click the "Edit" link.
Contract: This is the contract for the
primary client to print out in their online planner. Select a primary
planning form from the drop-down box. This field isautomatically
populated when an event type is chosen using the check availability
form and provided a default has been selected under Setup > Event
Planning > Event Types for that event type. Contracts are created under Setup > Paperwork > Contracts.
"HTML" Button - This button is used to view / print
the contract in HTML format. Select a contract from the drop-down box. Click the "HTML" button.
"PDF" Button - This button is used to view / print
the contract in PDF format. Select a contract from the drop-down box. Click the "PDF" button.
"Edit" Link - This link is used to edit the contract. Select a contract from the drop-down box. Click the "Edit" link.
"Fax" Link -This link is used to open the send fax application. Select a recipient from the drop-down box. Enter a fax number if necessary. Click the "Send Fax" button.
Satisfaction Survey: This is the satisfaction survey for the
primary client to fill out in their online planner. Select a satisfaction survey from the drop-down box. This field isautomatically
populated when an event type is chosen using the check availability
form and provided a default has been selected under Setup > Event
Planning > Event Types for that event type. Surveys are created under Setup > Event Planning > Surveys.
"Edit" Link -This link is used to edit the survey. Select a survey from the drop-down box. Click the "Edit" link.
Additional Paperwork: These are additional documents for the
primary client to print out in their online planner. This field isautomatically
populated when an event type is chosen using the check availability
form and provided a default has been selected under Setup > Event
Planning > Event Types for that event type. Documents are created under Setup > Paperwork > Documents.
"HTML" Button - This button is used to view / print
the additional documents in HTML format. Select an additional document from the drop-down box. Click the "HTML" button.
"PDF" Button - This button is used to view / print
the additional documents in PDF format. Select an additional document from the drop-down box. Click the "PDF" button.
"Edit" Link - This link is used to edit the additional documents. Select an additional document from the drop-down box. Click the "Edit" link.
"Fax" Link -This link is used to open the send fax
application. Select a recipient from the drop-down box. Enter a fax
number if necessary. Click the "Send Fax" button.
Client Access:
"Login as Client" Button - This button is used by an admin to login as the primary client into their online planner.
"Login as Guest" Button - This button is used by an admin to log into the guest request system of the primary client.
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