The Resources & Documentation page serves as a central repository for information related to managing events. All of our forms for clients, workflow and process documents, and guides on how to use our event managements systems are accessible here.
The R&D page is separated by tabs into two categories for now, Event Coordinators and Service Departments. Each group of users can find information relevant to their workflows within these tabs.
Event Coordinators
- Forms
- A list of links to our event-related forms.
- (preview) indicates a work-in-progress form. You can demo each of these forms but submissions are currently locked.
- A list of links to our event-related forms.
- Guides
- General
- Information on our policies, workflows and billing structures.
- EMS
- Instructions on how to use EMS to for various tasks.
- Asana
- Guides on how to navigate Asana to manage tasks and projects
- General
Service Departments
- Information on labor billing procedures and how to use EMS to manage requests and billing.
This page will be updated frequently over the coming months as each entry is reviewed, stay tuned for news on changes!
