Event Planner Portal Quick Reference Guide

Transcription

1 Event Planner Portal Quick Reference Guide

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3 Table of Contents 1 Overview 1 About this guide 1 Who is this Quick Reference Guide designed for? 2 What s in it for me? 2 How long will it take me to go through this guide? 3 Accessing the Event Planner tool 3 From the public area 4 From the members only area 6 List View 8 Calendar View 10 Map View 14 Filtering Events 15 Adding an Event 15 Defining Properties 18 Defining Audience 20 Setting up Online Registration (Option) 21 Creating Evaluation Form (Optional) 23 Modifying an Event 25 Viewing Event Evaluation Reports 27 About Requesting Funds 29 Submitting Request for Event Funds 34 Reviewing Funding Forms State Level 38 Reviewing Funding Forms National Level 42 Approving Funding Requests 44 Approving a Funding Request 46 Report Actuals and Complete the AAR 46 post-event 49 Completing the After Action Report 50 Recording Event Evaluations 53 Registering for an Event 53 Registering self 54 Registering Others 57 Viewing Registration Reports 59 Did You Know? 59 The Events List 59 Sorting the List 59 Ordering the List Headings 59 Displaying Items on the List 60 Navigating the List 60 Quick Search 60 Management tools for an event 62 Frequently Asked Questions 62 Feedback Quick Reference Guide

4 1 Overview Overview Depending on your role and assigned permissions, some of the features might not be available to you. About this guide The DoD Yellow Ribbon Event Planner tool facilitates management of congressionally mandated Yellow Ribbon Reintegration Program events throughout the six phases of deployment: Pre-Deployment Deployment Demobilization Post-Deployment (30 days) Post-Deployment (60 days) Post-Deployment (90 days) This guide provides detailed instructions for using the Event Planner tool. You will learn the necessary steps to view, create, manage and report on Yellow Ribbon events within the Joint Services Support (JSS) portal home of the Yellow Ribbon Event Planner tool. Who is this Quick Reference Guide designed for? This guide is designed for personnel engaged in managing Yellow Ribbon events sponsored by Army Reserve, Air Force Reserve, Marine Corps Reserve and Navy Reserve. Specifically, users on the Event Planner under the following roles within the JSS system: OSD-RA National PM OSD-RA YRRP Outreach Director OSD-RA Staff / LNO Service Component PM Service Component Assistant PM Service Deputy Assistant PM State/Service Component Event Coordinator State/Service site Event Coordinator OSD-RA JFRC / Support Staff

5 Overview 2 What s in it for me? This guide provides instructions on how to: Access the Event Planner Tool View Events Search for Events Add an Event Modify an Event View Event Evaluation Reports Submit Funding Requests Review Funding Requests Approve Funding Requests Report Actuals and Complete the AAR (post event) How long will it take me to go through this guide? This guide covers all features of the Event Planner tool. Not all features of the Event Planner tool may be relevant to your role. You can save time by jumping to the applicable sections. Each topic on an average may take you around 2 10 minutes to complete, depending on the length and scope of the topic.

6 3 Accessing the Event Planner tool Accessing the Event Planner tool The Event Planner tool can be accessed both from the (For Families, Servicemembers and the General Public) and members-only (For Staff Members) area of the portal. From the public area 1. Navigate to the Event Planner site (events.dodyrrp.org). This will open the Event Planner portal. 2. Mouse over Events on the menu bar.

7 Accessing the Event Planner tool 4 The drop-down displays three options: List View: All upcoming events are displayed as a list on the Events List page that opens. Calendar View: The events are displayed in the calendar on the Events Calendar page. Map View: The events are mapped out on the Events Map page, grouped by city. 3. Select the appropriate option from the drop-down menu. From the members only area 1. Navigate to Event Planner site (events.dodyrrp.org). 2. Click Staff Login to log in to the portal. This will open the login page. 3. Type your username and password. 4. This will take you to the members-only area.

8 5 Accessing the Event Planner tool 5. Mouse over Events. The drop-down displays the following options: List View: Calendar View: Map View: All upcoming events are displayed as a list on the Events List page that opens The events are displayed in the calendar on the Events Calendar page The events are mapped out on the Events Map page, grouped by city Event Evaluations: This option is available only from the membersonly area and enables you to view a summary of completed post-event evaluations recorded on the system. Funding Request: Funding Review: The system automatically generates a funding form for every event that you create. These forms can be accessed and filled-in from this option of the Events menu. If you are assigned the role of a funding reviewer, you can access the submitted funding requests in queue for review from this option. Funding Approval: If you are assigned the role of a funding approver, you can access the submitted funding requests in queue for approval from this option. 6. Select the appropriate option from the drop-down menu.

9 List View 6 List View 1. To view the events as a list, click Events / List View. The Events List page opens. 2. To view event details, click the event title in the list. This will open the Event Details page.

10 7 List View 3. Click List View in the left column-menu to navigate back to the List View. 4. The events displayed on the Events List page can be customized in three different ways: Upcoming Events: Past Events: All Events: Displays the events scheduled for the next six months Displays the events that occurred in the last one year. Displays events from the last one year to the next six months from the current date.

11 Calendar View 8 Calendar View 1. The view events in calendar view, click Events / Calendar View. 2. To view the details of an event, click the title of that event in the calendar.

12 9 Calendar View 3. This will open the Event Details page. 4. To navigate from one month to another, use the Previous and Next options.

13 Map View 10 Map View 1. To view the events in Google maps, click Events / Map. The Events Map page opens with the events displayed in Google maps. Events are grouped by cities on the map. For security reasons, the exact location of the event is never displayed. The actual location details are ed to members after they register and are approved to attend the event. Various events appear on the map, indicated by red, yellow and striped icons. The yellow colored balloons indicate Yellow Ribbon events. The red colored balloons indicate program-specific events (not Yellow Ribbon). Any striped balloons indicate that both program-specific and Yellow Ribbon events are taking place in that location.

14 11 Map View 2. To locate events near your location, enter an address, or a zip code in the location field and click GO. 3. To view the details of any event, click a balloon on the map, and click Details next to the event you wish to learn more about.

15 Map View 12 Event Details Page You can navigate to the Event Details page from any of the three views as follows: List View: Click the title of the event in the events list. Calendar View: Click the title of the event in the Calendar. Map View: Click the appropriate push-pin and click Details in the pop-up that opens. You can also choose to click the title of the event in the events list displayed under the map. The Event Details page may display the following five tabs:

16 13 Map View Details: Get Directions: Register: This is the tab that opens by default. It displays detailed information such as the dates, and registration details for the selected event Click the Get Directions tab to view the city center direction to the event. For security reasons, the actual location of the event is not displayed; only the city and state name are displayed. Contact the Event Point of Contact listed on the Details page for the actual event location. This button is available on the Event Details page only if registration is enabled by the event author for this event. Click the Register tab, fill-in the required information and click register at the bottom of the page to register for this event. Add to Calendar: Click this button to add the event to your local program calendar and set a reminder for the event. Print: Click Print to print the event details.

17 Filtering Events 14 Filtering Events You can filter the events list in all of the three views of Events. 1. Click the Show Options button in any Events view (List, Calendar or Map). The search pane opens. The Show Options button is replaced by the hide Options button. Click the hide Options button to close the Options pane. 2. Select the required data in the listed fields. 3. Click Filter. The events matching the search criteria are displayed.

18 15 Adding an Event Adding an Event To add an event, you must define the properties, and specify the audience of the event at a minimum. You may also setup online registration, and create event evaluations, both of which are optional at this time. Note: For Yellow Ribbon events only, you are also required to provide cost projections using an online funding request form, to be covered later in this guide. Events can be added from scratch or you can leverage the existing templates (pre-existing events) and modify them as required. Adding an event involves the following steps: Define Properties (mandatory) Define Audience (mandatory) Set up Online Registration (optional) Create Evaluation Forms (optional) Defining Properties 1. Select the From Scratch option in the Add New Event drop-down menu on the Events List dashboard. 2. Click. The Create Event page opens displaying the Properties tab.

19 Adding an Event Select the Category and Title for your event. The list of titles will vary based on the category you select. 4. Enter the Unit Information or Subtitle for the event. This will be added to the actual title of the event. For example if you chose Pre-Deployment as the title and entered Unit xyz as the subtitle, the posted event will display Pre-Deployment: Unit xyz as the title in the events list. 5. Select the Service Component(s) sponsoring the event. For Yellow Ribbon events, the selected service components will be responsible for providing funding for the events.

20 17 Adding an Event 6. Enter the event dates, registration deadline and upload any files as required. The event will be shown on the events list, calendar and map, only between the Display From and Display Until dates. However, it will always be available to event authors themselves. 7. To specify the event location, enter the zip code and click Load AdDress. 8. Select the logo for the event.

21 Adding an Event If you wish to delegate staff members to manage your event, click the Show Options button to display the Delegate Event section. You can choose the staff members for delegation by typing the first name in the field. 10. Click Next. Defining Audience 1. Define your audience on the Visibility page. 2. For public events (i.e. those available to general public such as Yellow Ribbon): Select the Available to registered and non-registered members checkbox. If you check the Available to registered and non-registered members, the event becomes available to everyone, both on the public website and member-only sections of the site. For Yellow Ribbon events, this is the default and only option available.

22 19 Adding an Event 3. For private events (i.e. those available to registered members of the system only): a. You can select the roles and the state by highlighting the desired options and clicking the ADD button. The selected roles and states will be moved from the Available column to the Selected column. b. Clicking the ADD All option moves all the roles and / or states to the Selected column option. Clicking the Remove All button moves all the roles and/or states from the Selected column to the Available column. 4. Click the Previous button to return to the Properties page. 5. Click Next to define the registration parameters.

23 Adding an Event 20 Setting up Online Registration (Option) Defining the registration parameters is optional at this point. You may return to this section at a later point if you wish. 1. Define the registration parameters such as the required data (registration fields) to be filled in by members when registering for the event. For privacy purposes, do not request information like Social Security Numbers during event registration. 2. Click Next.

24 21 Adding an Event Creating Evaluation Form (Optional) Event Evaluations: This opens the Event Evaluations page where you can define classes/briefs to be held at the event, and configure the system to use event evaluations (print evaluation forms, distribute, and collect completed evaluations for input into the system.) Evaluation forms you create are a means to collect participant feedback. 1. Enter the class name, instructor s name, and the number of class attendants (actual or anticipated). 2. If there are multiple sections for the same class, you can click Add Section and enter the number of class attendants for that section as well. 3. Add the questions that you want to include on the evaluation form. You can also populate the questions using the pre-existing template. Click Populate from Template button to do this. 4. Click the Add Custom Questions button to add additional questions to the form.

25 Adding an Event 22 An event typically has several classes scheduled throughout the event. Different evaluation forms can be created for each of the scheduled classes. 5. Click the Add New Class button to create an evaluation form for a different class belonging to the same event. The evaluation forms for additional classes are added to the same page. 6. Click icon next to a question to delete the question from the form, if desired. 7. Click icon next to the Class Name field to delete the class and all the evaluation components for that class, if desired. 8. Click Publish or Save Draft to save the event.

26 23 Modifying an Event Modifying an Event Events may be modified by Event authorized and chosen Event delegators only. 1. In the List View, Click the Edit button next to an event to modify the event. The Edit Event page opens.

27 Modifying an Event Make the required modification to the event. 3. Once done, click: Publish to submit the event for approval. Delete to delete the event. Cancel at any time to discard your changes and exit the events page.

28 25 Viewing Event Evaluation Reports Viewing Event Evaluation Reports You can view the event evaluation reports if evaluations were setup and stored for your event. These reports display a consolidated view of the responses of attendees to the questions in the evaluation form for an event. 1. Click Events / Event Evaluations. The Select Event to View its Evaluations page opens. 2. Select an event from the drop-down list. 3. Click View. The Event Evaluation Report page opens displaying the responses report. You can filter the list to display reports by class or section. 4. Click Show Options to open the search pane.

29 Viewing Event Evaluation Reports Select the Class and Section. 6. Click Filter. The results matching the selection are displayed.

30 27 About Requesting Funds About Requesting Funds To view the roles and permissions for funding requests, refer to the Did You know section. This is only a funding request and communication tool. Each component uses its own internal system to distribute funds. Yellow Ribbon events are supported through funding from various service components of the military. To manage request for funds, the Event Planner includes a facility to submit requests for funds to various service components. As an author of an event, you can specify multiple service component sponsors for the event that you are creating. However, you can only request funds for the service component that you belong to. The funding forms for the other selected service component sponsor will be available to be filled out to the corresponding roles in the respective service components. A system generated notification is sent to the designated individual requesting the individual to fill-in the service component related funding form. Every funding request form that is submitted for a Yellow Ribbon event is reviewed and approved by the designated staff members of the service components. A separate funding request form has to be created for each of the selected Service Component Sponsors you specify during the Event creation process. It is crucial that you have the attendee information and requirements before you submit the funding request form(s) for a Yellow Ribbon event; information like the projected number of family members attending the event, travel distance of attendees, lodging requirements and so on. You will need this information for all Service Component Sponsors that were selected on the Properties section of the Create Event page. The lifecycle of a funding form is illustrated in the graphic below: Submit Funding Request State Review National Review Approval An approver can choose to approve a funding request at any point

31 About Requesting Funds 28 Tasks associated with different stages in the lifecycle of a funding form are performed by members in roles with appropriate permissions. The stages and the corresponding roles are described below: Function: Available to: Submit Funding Requests: Any OSD RA role belonging to (AFR, AR, MCR or NR) State Review: National Review: Funding Approval: State / Service Component Event Coordinator (Only views affiliated Service Component s Funding Requests) Service Component Assistant PM (Only views affiliated Service Component s Funding Requests Service Component PM (Only views affiliated Service Component s Funding Requests

32 29 Submitting Request for Event Funds Submitting Request for Event Funds To request funds from the sponsoring component(s) for a Yellow Ribbon event: 1. Select Funding Request from the Events menu. Note: Only authorized users may request funds. 2. The Funding Form List page opens. A list of submitted events for which you have to submit a funding request is displayed in a table on this page. 3. You can search for the event that you wish to submit a funding request for by navigating in the table or by typing keywords in the Quick Search box.

33 Submitting Request for Event Funds Click the edit icon next to the title of the event to open the Funding Request form. Modification to a funding form that has been submitted re-triggers the entire process of review and approval. Due diligence the first time will save a lot of time and work for all stakeholders. The funding form displays. 5. Enter the data in the Projected column

34 31 Submitting Request for Event Funds At this point you will fillin data in the Projected column. The Funded column is filled-in by the designated approver. The data in the Actual column can be filled in only after the completion of the event by the event author. 7. Mouse over the to read more details about any of the fields and get help with the data to be entered for that field. 8. The Per Diem Per Day rate is preset based on the selected location for the event and is automatically populated. If incorrect, it may be overwritten. 9. Enter additional expenses in the Other Expenses field. a b You can add items to the Other Expenses section by clicking the icon. You can delete items from the Other Expenses section by clicking the icon.

35 Submitting Request for Event Funds 32 The total for each section and the grand total are automatically calculated based on the data that you enter in the Projected column. 10. Enter the justification for the funding in the justification and description area. In case you are editing the funding form, describe the changes you made to the funding form and the reasons for the changes in this area. 11. Click: Submit to submit the funding requests. Save Draft to save the event and return to it later to complete the steps and submit for approval. Cancel at any time to discard your changes and exit the events page.

36 33 Submitting Request for Event Funds A new instance of the same funding form is saved to the list every time you make any modifications to it. This helps in tracking and keeping an audit trail of changes. The funding request form is assigned a status at every stage of its lifecycle. 14. You can view the audit trail of your funding form by clicking the Change History option in the Tools section of this page. 15. Click Print in the Tools menu to print the form. The status of the form changes to Pending Approval.

37 Reviewing Funding Forms State Level 34 Reviewing Funding Forms State Level A request for funding might be required to be reviewed at state level prior to the approval and release of funds. 1. Click Events / Funding State Review. The Funding Form State Review page opens. The Funding Form State Review page has two tabs: Pending Approval: Reviewed Forms: This tab displays all the submitted funding forms that you need to review. This tab displays all the funding forms that you have reviewed to date.

38 35 Reviewing Funding Forms State Level 2. To review funds for a submitted event, navigate to the Pending Approval tab. 3. Locate the event you want to review the funds for. 4. Click the edit icon next to the title of the event. 5. Review the numbers in the Projected column and if required, modify them.

39 Reviewing Funding Forms State Level You can mouse over the tool tips to read more details about any of the fields. a. You can add items to the Other Expenses section by clicking the icon. b. You can delete items from the Other Expenses section by clicking the icon. 7. The Totals section is auto-updated based on the changes you make. 8. Enter your comments in the Provide Justification field. 9. Click: Review by State To indicate that the requested funds were reviewed. CAncel To discard the changes. Deny To deny the request.

40 37 Reviewing Funding Forms State Level 10. Click Print in the Tools menu to print the form. The form is removed from the Pending Approval tab to Reviewed Forms tab if you clicked Reviewed by State button. 11. On the Funding Form State Review page: a. Click the Export To Excel button to export the list to an Excel file. b. Select the Show Past Events checkbox available on the Pending Approval tab to display the past events on the list.

41 Reviewing Funding Forms National Level 38 Reviewing Funding Forms National Level A request for funding might be required to be reviewed at National level prior to the approval and release of funds. 1. Click Events / Funding National Review. The Funding Form National Review page opens.

42 39 Reviewing Funding Forms National Level The Funding Form National Review page has three tabs: Pending Approval: State Reviewed: Reviewed Forms: This tab displays all the submitted funding forms that are pending State Review. This tab displays all the funding requests reviewed at the state level, which are ready to be reviewed at the National level. This tab displays all the funding forms that you have reviewed to date. 2. To review funding requests, navigate to the Pending Approval or State Reviewed tab. 3. Locate the event you want to review the funds for. 4. Click the edit icon next to the title of the event.

43 Reviewing Funding Forms National Level Review the numbers in the Projected column. 6. Fill-in data in the Funded column you d like to recommend to the designated approver. 7. You can mouse over the tool tips to read more details about any of the fields. 8. The Totals section is auto-populated based on the changes you make. 9. Enter your comments in the justification field. 10. Click: Review by National To indicate that the requested funds were reviewed. CAncel To discard the changes. Deny To deny the request. The form is removed from the Pending Approval or State Reviewed tab to Reviewed Forms tab if you clicked the Reviewed by National button. 11. Click Print in the Tools menu to print the form.

44 41 Reviewing Funding Forms National Level 12. On the Funding Form National Review page: a. Click the Export To Excel button to export the list to an Excel file. b. Select the Show Past Events checkbox available on the Pending Approval tab to display the past events on the list.

45 Approving Funding Requests 42 Approving Funding Requests If a funding form has been submitted for your approval, an notification will be sent to you. Typically, a submitted funding request is reviewed by a designated staff member at state and national level before an approval is requested. However, You can choose to approve funding requests which have not been reviewed, if necessary. To review and approve requested funds: 1. Click Events / Funding Approval. The Funding Form Approval page opens. This is where an approver can view the submitted funding request forms and approve or reject the funding request.

46 43 Approving Funding Requests There are six tabs on this page. Pending Approval: This tab displays the funding request forms submitted but are not yet reviewed at either the state or national level. State Reviewed: This tab displays the funding request forms that have been reviewed at the state level. National Reviewed: This tab displays the funding request forms that have been reviewed at the national level. Approved: Actuals: Denied: This tab displays the funding request forms that you approved. This tab displays the funding request forms for which the Actuals have been reported. This tab displays the funding request forms that were denied. An approver can approve funds for a funding request form in any of the following statuses: Pending Approval, State Reviewed, or National Reviewed (recommended)

47 Approving Funding Requests 44 Approving a Funding Request 1. Click Events / Funding Approval. 2. Locate the event you want to review the funding request for on the appropriate tab. 3. Click the Edit button next to the title of the event. 4. Review the numbers in the Project column. 5. Fill-in data or revise what has been proposed by the National Reviewer, in the Funded column. 6. You can mouse over the Tool Tips to read more details about any of the fields. 7. The Totals section is auto-populated based on the changes you make. 8. Enter your comments in the justification field. 9. Click: Approve to release the requested funds. Deny to reject the requested funds. CAncel to exit out of this section. The form will move to the Approved tab and no longer exist on the Pending Approval, State Reviewed or National Reviewed tab. 10. Click Export To Excel to export the list to an Excel file.

48 45 Approving Funding Requests 11. Type keywords in the Quick Search box to search for events. 12. You can track the funding form history by clicking the Change History option in the Tools section of this page. 13. Click Print in the Tools menu to print the form.

49 Report Actuals and Complete the AAR 46 Report Actuals and Complete the AAR Post-Event Actuals for an event can only be reported only for the past events or events taking place today only if the funding for the event was approved. Otherwise, Actuals cannot be reported and AARs connot be submitted. 1. Select List View in the Event Planner tool. 2. Locate the event for which you wish to report Actuals (i.e. actual number of attendees, and costs). 3. Click the Reports icon next to the event. 4. This will open the Event Reports page. 5. Click the Report Actuals tab.

50 47 Report Actuals and Complete the AAR This will open the Funding Form Report Actuals page with the approved funding form displayed in the list. 6. Click the edit icon next to the event. This will open the form. 7. Enter the actual attendees and cost figures in the Actuals column.

51 Report Actuals and Complete the AAR Click: CAncel To discard any changes and exit. Save To save the form. Report Actuals To report the actual figures. The Actuals are submitted. At this point, you can choose to report Actuals for another service component, if necessary. If not, then you can now complete the event After Action Report (AAR).

52 49 Completing the After Action Report Completing the After Action Report 1. Click the Yes button next to the Complete event After Action Report (AAR) option. 2. This will open the Event After Action Report (AAR) page. 3. Fill-in the details on this page. 4. Click Submit. You can access the After Action Report from the Event Reports page. After the Report has been Submitted.

53 Recording Event Evaluations 50 Recording Event Evaluations Event Evaluations, at this point, are filled in on paper and manually recorded in the JSS portal. As soon as an event evaluation is entered, modifications to the event evaluations (on the Evaluations tab) are disabled. To enable modifications, all the recorded evaluations will have to be deleted which will result in the loss of data and would require re-entry of all the evaluations. To record event evaluations: 1. Locate the event in the List View. 2. Click the Reports icon. Once you start entering evaluations, the Class Setup functionality is frozen and can no longer be modified. If you wish to modify the Class Setup, you will need to delete the entered evaluations.

54 51 Recording Event Evaluations This will open the Events Reports page. 3. Click Evaluations Report. This will open the Event Evaluation Report. This is where you can record evaluations and view a summary report of the evaluation responses.

55 Recording Event Evaluations Select the Class Name and Section Name from the drop-down list. 5. Click Admin. 6. This will open the Evaluations Input page. 7. Copy the responses from the paper based evaluation to this online version of evaluation. 8. Click: Save To save the evaluation. back to report To discard the evaluation and navigate back to the Reports page. 9. If you clicked Save in the previous step, one new button is added to the page: New Click this to add another evaluation.

56 53 Registering for an Event Registering for an Event Registering self 1. Locate the event in the List View. 2. Click the title of the event. 3. This will open the Event Details page. 4. Click the Register tab.

57 Registering for an Event Fill-in your details. 6. Click Register. A message confirming your registration will display. Make sure you print this page and save the confirmation number displayed on the page for future modifications to your registration or for cancellations. Registering Others 1. Locate the event in the List View. 2. Click Report. 3. This will open the Event Reports page. 4. Click Registration Report.

58 55 Registering for an Event This will open the Event Registrants Report page. 5. Click Add New Registration. This will open the registration page. 6. Fill-in the details for the user you are registering. 7. Click Register.

59 Registering for an Event 56 A message confirming the registration will display. Make sure you print this page and save the confirmation number displayed on the page for future modifications to the registration or for cancellations. A dialog box prompting you to add another registrant is displayed. 8. Click: OK To add another registrant. Cancel To exit the system.

60 57 Viewing Registration Reports Viewing Registration Reports The members registering for your event will be displayed on the Event Registration Reports page. 1. Navigate to the events in the List View. 2. Click Reports. 3. Click Registration Report on the Events Reports page. This will display the Event Registrants Reports page.

61 Viewing Registration Reports If members have registered for the event, a list of registrants is displayed as shown: 5. To approve the registrants, click the Approved checkbox and click Save (Not a Requirment if online option is selected). 6. Once the member has attended the event, you can re-visit this page and confirm attendance by selecting the Attended checkbox for the member and clicking Save (This should be done at the event or after the event). 7. You can export this list to an Excel file by clicking the Export to Excel button.

62 59 Did You Know? Did You Know? The Events List The events list displays the Edit, Title, Date, , Reports, and Tools columns. The Edit, , Reports and Tools icons are only available to event authors to facilitate management of the event. Sorting the List This list can be sorted on all of the column headings. Simply click the column heading to sort the list. Click again on the heading to change the sort order. An upward or downward arrow displays next to the column heading indicating that the list is sorted by this column heading and also the order of sort. Ordering the List Headings You can change the order of the headings in the list by clicking and holding the mouse over the column heading while dragging and dropping t0 a new location. Displaying Items on the List You can define the number of records to be displayed in the Events list by selecting the required option in the Items Displayed drop-down list.

63 Did You Know? 60 Navigating the List If the list contains more than one page, you can navigate to different pages of the list using the navigation bar at the bottom of the list. Quick Search You can quickly search for events by typing appropriate keywords in the Quick Search box. Management tools for an event The Edit, Reports and Tools options are described in detail further in this guide. Clicking the icon next to the event enables you to send s to registrants of the event. Learn more about the function in the Campaigns Quick Reference Guide.

64 61 Did You Know? Funding Form OSD-RA Roles / Permissions Component Funding Requester State Reviewer National Reviewer Funding Request Approver Air Force Reserve Any one of the OSD-RA roles who happen to create an YRRPevent. (user must belong to AF or AFR component) State / Service Component Event Coordinator (user must belong to AF or AFR component) Service Component Assistant PM (user must belong to AF or AFR component) Service Component Assistant PM (user must belong to AF or AFR component) Army Reserve Any one of the OSD-RA roles who happen to create an YRRPevent. (user must belong to Army or AR component) State / Service Component Event Coordinator (user must belong to Army or AR component) Service Component Assistant PM (user must belong to Army or AR component) Service Component Assistant PM (user must belong to Army or AR component) Marine Corps Reserve Any one of the OSD-RA roles who happen to create an YRRPevent. (user must belong to MC or MCRcomponent) State / Service Component Event Coordinator (user must belong to MC or MCRcomponent) Service Component Assistant PM (user must belong to MC or MCRcomponent) Service Component Assistant PM (user must belong to MC or MCRcomponent) Navy Reserve Any one of the OSD-RA roles who happen to create an YRRPevent. (user must belong to Navy or NR component) State / Service Component Event Coordinator (user must belong to Navy or NR component) Service Component Assistant PM (user must belong to Navy or NR component) Service Component Assistant PM (user must belong to Navy or NR component)

65 Frequently Asked Questions 62 Frequently Asked Questions Why don t I see the Add New button to create a new Event? The Add New button only displays on the List View page. Select Events / List View to navigate to the List View page. In addition, only authorized users have the system-permissions to manage events. Where do Yellow Ribbon events appear when posted? They appear on the Event Planner site, both prior to and after login. What Next? Feedback Your feedback is valuable to us and is greatly appreciated. You can send your comments to us at feedback@jontservicessupport.org.

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