Facilities

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Facilities

If the organization needs to assign meeting rooms to breakout sessions or general sessions, you must set up the facility before setting up the meeting.  The facility must be defined as a company in the system before the facility can be setup.  This task only needs to be performed once.

Note:  If the organization does not need to assign a facility to a meeting, you can skip this step.  If this is a face-to-face meeting and can be registered for on the Web, then include the facility information.

The Meetings Facility Maintenance screen is used to create an inventory of convention centers, hotels, and rooms.  This screen represents a central facilities application in which internal and external meeting and conference rooms are defined by name, size, and configuration.  This screen also assists in tracking meeting expenses, such as the cost of a hotel or room rentals.

Personify allows you to create meetings that take place in various rooms.  Before you can assign a room to breakout session or event, you must set up facilities in the system first.  This step can be skipped should the meeting not require a facility.

Facilities are Personify constituents identified with the Constituent Class of Facility.  They are another segment in the constituent data.

When creating the Facility, it is important to enter the primary contact of that facility.  When you enter this information, be sure to link the address and create the employment link between the contact and the newly created facility!

 

Details

Details

Article ID: 4793
Created
Sun 4/5/15 4:53 PM