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Siebel Events Management Guide > Registering for an Event > Registering an Account for Financial-Services CustomersYou can control which contacts can register for an event by registering an account and issuing invitations to specific contacts associated with that account. Control of which contacts can register is determined by the registration status value you select for the account. The status value that affects account contacts' (namely, company employees) ability to register is Invited. If the account is registered for the event with a status of Invited, all contacts associated with the account can view the event listing on the Events Web site home page and register for the event. After an account is registered, the contacts themselves are not registered until action is taken to register individual attendees or attendee lists. An individual attendee can be registered by yourself, the administrator, as described in Registering an Attendee, or by the contact, as described in End-User Procedures for Self-Registering for an Event. A contact list can only be registered by an administrator, as described in Registering One or More Attendees. NOTE: An individual attendee can still be invited directly to an event, whether or not that attendee's account is registered for the event. If an attendee registers for an event prior to the attendee's account being registered for the event, Siebel Events automatically registers the account for the event with a status of Restricted Invite. Additional considerations for registering accounts are as follows:
The following procedure describes how to register an account for an event. To register an account for an event
Registration WorkflowSiebel Events Management uses workflow rules to eliminate redundant data entry during the registration process.
Figure 4 illustrates the process for attendee event registration. NOTE: The term Pre-Registered in the preceding workflow indicates that the attendee has already been registered. Attendees cannot register for a session until they have first registered for an event. Attendee records are rolled up to the Event Plan level for reporting purposes only. Session Registration and Activity RecordsAs part of session management, the workflow performs the following tasks:
These workflow activities are generated so that all internal employees who are registered for a session can see that session displayed on their personal calendar within the Siebel application (shown in the Calendar screen). In addition, for all external contacts who are registered for a session, an Activity of Type = Session shows on the contact-centric calendar, which is found in the Contacts screen, Calendar view. Figure 5 illustrates the workflow triggered during session registration. First, the Event Manager registers attendee for a session. Second, the workflow adds the person's name to the list associated with the activity record, and then an activity displays on the attendee's personal calendar. In addition, the activity displays on the Contacts > Calendar view. Removing a Session ActivityIf you register an attendee for a session in error, you need to remove the session activity from the attendee's personal calendar. Removing a session activity requires deleting the individual from the Attendee's list for the session, then removing the attendee's name from the Contacts field in the Activities form. The following procedure describes how to remove a session activity from an attendee's personal calendar. To remove a session activity from an attendee's personal calendar
Troubleshooting RegistrationIf you are experiencing difficulty submitting credit card information using the Shopping Cart, make sure that Siebel Events Management is properly configured for the database software in use. For more information, see Installing and Configuring Events Management. Canceling Registrations and Using the Waiting ListIn Siebel Events Management, you can cancel registrations only from administrative screens. End users who want to cancel their event or session registration must contact the organization holding the event and ask that an administrator cancel the registration. When an event registration is canceled, all registrations for specific events and sessions associated with the event are canceled as well. Likewise, if an event registration is canceled, so are all registrations for specific sessions of the event. However, if a session registration is canceled, the event registrations are not canceled. When the administrator cancels a registration for an event or session that is full, a seat becomes available. However, in some cases, it may be desirable to prevent a seat from becoming available. To prevent a seat from becoming available, the administrator should reduce the capacity immediately prior to canceling the registration. If the capacity is not reduced, and a seat becomes available, it is allocated to the next user whose registration is added by the administrator or whose registration status is changed from Waitlisted to Confirmed, whichever comes first. In other words, after a seat becomes available, it is recommended that administrators immediately change the registration status of the next wait listed person to Confirmed. Otherwise, a new registrant may accidentally be given the seat designated for the wait-listed person. The following procedure describes how to cancel an event registration from an administrative screen. To cancel a potential attendee's registration for an event
After canceling a registration, the Event form shows that Openings increased by one and Seats Taken decreased by one. You can give the new seat to the first person on the waiting list, as described in the following procedure. To do this, you first identify the person on the waiting list who has the oldest claim to an open seat. Next, you confirm their interest and availability for the event, and then, you change that person's registration status from Waitlisted to Confirmed. The following procedure is specific to an event; however, the concept can also be applied to an event or a session registration. To enable the waitlist for an event or session, make sure that the Allow Waitlist check box is selected. By default, all events and sessions have the waitlist function enabled. To allocate an open seat to a person on the waiting list
In certain cases you might want to disable the waitlist function for an event or session. For example, when the capacity is reached, attendees will no longer be able to register for the event or session. An error message is displayed to users who attempt to register for an event that is full, and whose waitlist function is disabled. |
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