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Entering Venue and Vendor Performance Reviews


During or after an event, you can enter performance reviews of the venues and vendors with which you are working. To make sure the information is available when venues and vendors are considered for future events, enter comments soon after an event is complete.

The following procedure describes how to enter a venue performance review for an event.

To enter a venue performance review

  1. Navigate to the Site Map > Events > Event Plans view.
  2. In the Event Plans list, select and drill down on the event for which you want to enter a venue performance review.
  3. Click the Schedule view tab, and then click Events.
  4. In the Events list, select and drill down on the event.
  5. Click the Resources tab, and then click Venues.
  6. In the Venues list, select the venue that you want to review, and scroll down to the Billings subview.
  7. In the Billings subview, from the drop-down list, select Reviews.
  8. In the Reviews list, create a new record, and complete the necessary fields. See Table 11 for more information.

The following procedure describes how to enter a vendor performance review for an event.

To enter a vendor performance review

  1. Navigate to the Site Map > Events > Event Plans view.
  2. In the Event Plans list, select the event for which you want to enter a vendor performance review.
  3. Click the Schedule view tab, and then click Events.
  4. In the Events list, select and drill down on the event.
  5. Click the Participants view tab, and then click Vendors.
  6. In the Vendors list, select the venue that you want to review, and scroll down to the Billings subview.
  7. In the Billings subview, from the drop-down list, select Reviews.
  8. In the Reviews list, create a new record, and complete the necessary fields. See Table 11 for more information.

Table 11 displays some fields in the Reviews list.

Table 11. Selected Fields in the Reviews List
Field
Comments

Reviewer

Automatically populates with the username of the user who creates the review.

Posted

Automatically populates with the date and time when the record is created.

Rating (1-10)

Allows you specify a numerical rating for the venue. Valid values are 1 through 10, where 10 is the best rating.

Comments

Provides space for any comments you have about the venue or vendor.

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