Event Record Workform

The Event Record workform appears when you search for an Event record in the Polaris Staff Client or when you enter an event on the Event tab of the Community Record workform.

Note:
For more information, see Polaris Permission Groups - Default Permissions Reference.

Use the Event Record workform to do the following:

Tip:
To enter diacritics and non-Roman characters, select Tools, Diacritics or press Alt+D. Then, select the characters from the dialog box.

• Enter basic information about the event:

• Type a name in the Event name box at the top of the workform.

• Select the event type in the Event type box.

• Select the Display in PAC check box (if it is not already selected) to display the event in the PAC.

• If the event has a different address and/or contact person than the information displayed, type the information in the appropriate boxes.

Note:
The Map It feature uses this address to create the event map.

• Select the start and end dates/times in the Event start date and Event end date boxes.

Note:
The End date is used to automatically set the Date to remove event from the library catalog date. The default setting is 7 days, but this can be changed in the Polaris Administration Community profile Days to continue showing event in PAC after event end date. See Setting Community Search Options for PAC.

• Type a description of the times/dates for the event in the Event date as it appears in library catalog box.

• Type the event description in the Event description box.

• If the automatic map for the event is not correct, enter the coordinates in the Latitude and Longitude boxes to override the automatic coordinates. Click the What’s this? link to get the coordinates.

• Type the area location for the event in the Event location (room or meeting area) box.

• If the event has an associated web site, type the URL for the website in the Event website address box and a description of the website in the Website title/description box.

• Enter additional information - Select the More info tab. This information is copied from the Community record to the event, but you can modify it for the event. See Enter more community information in the staff client.

• Enter event services - Select the Services tab. The services are copied from the Community, but you enter different information for the event. See Enter community services in the staff client.

• Share this event - Select the Related Organizations tab. Click the New related organization button, and use the Find Tool to search for and select the related organization. The event will display in the related organization’s calendar of events and in the list of events on the product page.

• See how the event displays in the PAC - Select the Preview tab. If the Preview does not appear, save and close the event record, reopen it, and select the Preview tab.

• View statistics about the event - Select the Statistics tab.