Add Events

Record events and meetings associated with the partnership, including date, type, attendance, and purpose.

Use this step to document any events or meetings that took place as part of the partnership.

1

Indicate if the partnership had events

Select Yes or No to answer whether this partnership had any events or meetings.

NOTE: You must answer this question before the partnership can be marked as complete. If you select No, you may proceed to the next step without adding event details.

2

Add an event

If you selected Yes, click the Add Event button to open the event form.

3

Enter the event date and time

Select the Date and Time for the event using the date and time pickers.

4

Select the event type

Choose the Event Type from the dropdown menu that best describes the event or meeting.

5

Enter the number attended

Type the total Number Attended for the event in the numeric field.

6

Select the event purposes

Select one or more Purposes that describe the goals or focus of the event.

TIP: You can select multiple purposes if the event served more than one goal.

7

Save the event

Click Save to add the event to the partnership record.

8

Manage the events list

After saving, the event appears in the events list. From the list, you can:

• Edit an existing event by clicking its row.

• Delete an event by clicking the delete icon.

• Add additional events by clicking Add Event again.

When you have finished adding events, click Save and Continue to proceed to the Evaluation step.