You are here:
Pre-Approval Event Planning
Plan your managed event by creating the event record, accepting compliance statements, assigning subjects, and adding attendees. Select the location where the event will be hosted and calculate event expenditure by adding estimated expenses. Submit the plan for approval as per your organization’s rules. After the approval comes through, send out the email invites and monitor responses.
- Set Up an Event
Draft an event plan, along with its associated records, such as compliance requirements, subject assignment rules, and event resources. - Add Event Participants
Add the participants of a managed event, including regular attendees, colleagues and coorganizers, experts who are trained on the event topic, and ad hoc participants.

