Adding/Managing Worksheets

To Add a Worksheet:

  1. Click on the "Worksheets" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Worksheets" tool.
  2. Click on the "Add Worksheet" button; add the name of the Worksheet; and click "Save."
  3. This takes you to the Worksheet details screen where you can:
    • Add information/details to the Worksheet by clicking on the "Edit Worksheet" button.
    • Associate vendors with the Worksheet by finding the "Associated Vendors" box and clicking on the pencil icon.
    • Assign managers to the Worksheet by finding the "Worksheet Managers" box and clicking on the pencil icon.

To Edit a Worksheet:

  1. Click on the "Worksheets" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Worksheets" tool.
  2. Find the Worksheet you want to edit/manage and click on the "Open" button.
  3. Click on the "Edit Worksheet" to edit information in the Worksheet.

To Rename a Worksheet:

  1. Click on the "Worksheets" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Worksheets" tool.
  2. Find the Worksheet you want to rename and click on the "Open" button.
  3. Click on the "Rename" button; type in the new name; and click "Save".

To Download a PDF File of a Worksheet:

  1. Click on the "Worksheets" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Worksheets" tool.
  2. Find the Worksheet you want to download and click on the "Open" button.
  3. Click on the "PDF" button.

To Delete a Worksheet:

  1. Click on the "Worksheets" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Worksheets" tool.
  2. Find the Worksheet you want to delete and click on the "Open" button.
  3. Click on the "Delete" button.

 

 

 

 

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