Event Document Types

Event Document Types are used to identify the types of documents that can be associated with an event, for example, a Sign-in Sheet or a Contact List. These values populate the Document Type drop-down menu that appears when a user clicks the Add File Attachment link on the Event module's Create Event page.

To open the Event Document Types page:

  1. Open the Administration Menu page.

  2. Under the EVENT ADMIN heading, click Document Types.

ClosedAdd a Document Type

To add a document type:

  1. In the Add Document Type field, enter the name of the document type.

    This is the value that will be displayed to users.

    Event document type names must be unique. If you attempt to add an event document type that already exists, an error message will appear. The system does not consider event document type names that are differentiated only by character case to be unique. For example, if you create an event document type named "Field Manual", creating an event document type named "field manual" is not allowed.

  2. Click ADD.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

ClosedEdit a Document Type

Once you have created a document type, you can further define it or edit it. To edit a document type:

  1. In the Document Type field, select the type to edit.

  2. To change the name of the document type, enter a value in the Rename field.

    All historical information will reflect the new value.

    Event document type names must be unique. If you attempt to rename an event document type to a name that already exists, an error message will appear. The system does not consider event document type names that are differentiated only by character case to be unique. For example, if the event document type "Field Manual" exists, renaming an event document type "field manual" is not allowed.

  3. To change the status, select a value in the Status field.

    Document types with a status of Inactive are not displayed to users. However, inactivating an document type does not affect the existing events that utilize it.

  4. Click UPDATE.

ClosedDelete a Document Type

Document types that have not been used can be deleted from the system. To delete a document type:

Document types that have been associated with an event cannot be deleted, but they can be inactivated to prevent users from accessing them.

  1. In the Document Type field, select the value to delete.

  2. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.

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