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Events World

Site Specific Notes

Event and Activity Items for Guests

The following information is included in this topic:

Concepts

Guest Items vs. Items

It is important to understand the distinctions between the Guest Items table and the Items table. Each of the rows in the Items table describes a piece of merchandise or a menu choice that may be offered to those who participate in an Activity or in an Event. Each Item row is linked to a particular Event row or to a particular Activity row.

When a Guest is registered to attend an Event and/or an Activity that is a part of the Event, you can assign any of the Items that link to an Event row or an Activity row to the Guest. To track the Guest's item choice (or your choice of item for him), a Guest Item row is created for each item that he or she will receive. Each Guest will have his or her own set of Guest Items rows, based on the Event and the specific set of Activities that Guest will attend.

Example:

Everyone who is signed up to attend the Fall Festival will be offered a commemorative key chain. Everyone who participates in the Walk-a-thon (a Fall Festival Activity) is offered a T shirt in size M, L or XL. You will have created four rows in the Items table - one for the key chain (that is linked to the Fall Festival Event row), and one for each T-shirt size (each of which will be linked to the Walk-a-thon Activity row).

A couple registers for the Fall Festival, but only one member of the couple participates in the Walk-a-thon. That member requests a T shirt in size M. As you create the Registration and Guest rows for the couple, you can assign Guest Items to each of them, based on the Event itself, and on the Activities that each will or will not participate in. For attending the Event, both members will be assigned a key chain, so each will have a linked Event Item row in the Guest Items table. In addition, the member who is participating in the Walk-a-thon will be assigned a T-shirt, so he or she will have an Activity Item row in the Guest Items table as well.

Event Items vs. Activity Items

An item that is assigned to a Guest based on his or her participation in the Event is called an Event Item. An item that is assigned to a Guest based on his or her participation in one of the event's activities is called an Activity Item.

Standard Guest Items

Items that are typically offered to every guest are called Standard items. For example, your institution hosts an event fund raiser in which every participant (guest) is a member of a team. Each team has a captain. Every team member will receive a white participant T-shirt. In addition, the captain receives a red T-shirt with the word 'Captain' on the back. The white T-shirt is a Standard item because everyone will be offered one. The captain T-shirt item is not a Standard item because it will be offered only to special event participants.

Item Inventory

As each Guest Items row is created, the Remaining Inventory count for the corresponding row in the Items table is reduced.

If a Guest is eligible to receive an Item but chooses not to do so, you can do one of two things (as a procedural policy within your institution). You may simply cancel out of the process of creating the Guest Items row when given the opportunity to create one. Or, you may create the row but use the Declined flag to indicate that although the Guest was offered the item, he or she chose not to receive it. In either case, the Inventory count is not reduced for that Item.

Viewing Guest Items

Each Guest record will have his or her own section on the Registration details page. Assigned Event Items display within that section, in the Event Items section. The Event Items section is shown only if Event Items have already been assigned to the Guest. In addition, the Guest display mode must be set to Long or Detail, or set to Short and the user option to Display Linked Data in Short Display is activated.

Activity Items will also display in a Guest section, under the Activity record and in the Attendance Items section. The Attendance Items section is shown only if Activity Items have been assigned to a Guest based on his or her participation in that Activity. In addition. the Guest display mode must be set to Long or Detail (or Short if the user option to Display Linked Data in Short Display is activated), and the Attendance display mode must be set to Long (or Short if the user option to Display Linked Data in Short Display is activated).

Guest Items Data Entry

Millennium uses the Express Registration process to add a Registration to an event, and to add Guests to Event Registrations that already exist. The Express Registration one-screen data entry page that includes an Event Items section if there are items linked to Event. If the Event has Activities, the data entry page also includes an Activities section. There is no separate section for Activity Items on the Express Registration data entry page. Instead, items that are linked to an Activity will be shown under the details for the Activity to which they are linked.

You can assign Event and Activity Items for a Guest at the time of registration (on the Express Registration data entry page). Or you can add them after a Guest has been registered for the Event and for the Activities that he or she will be participating in.

For more information about the Express Registration process and one-screen data entry form, see the topic, Registration Process.

The system can log data entry and changes for the Guest Items data table. The audit logging feature is optional, and it is configured by a Millennium System administrator or the database administrator. For more information, see Audit Log.

View existing Event and Activity Items for a Guest

  1. Locate the Guest record.

  2. Event Items are linked to the Guest record. Locate the Event Items section. All items that a Guest receives based on his or her participation in the Event will be displayed in the section.

  3. Activity Items that are linked to a particular Guest Activity Attendance record. Locate the Attendance section for the Guest, locate the name of the Activity, and then locate the Attendance Items section for that particular Activity. All items that a Guest receives based on his or her participation in that Activity will be displayed in the section.

Assign Event and Activity Items during Registration

The Express Registration process is used to add a Registration to an event and also to add Guests to Event Registrations that already exist. Express Registration uses a one-screen data entry form that includes the Registration Detail section and the Guest Detail section (note that the Registration Detail section will not display if you are using Express Registration to add a Guest to an existing Event Registration).

If applicable to the Event, the page will also include sections for Event Items, Activities, Guest Lodging, Guest Special Needs, Guest Tourney Needs, and Guest Transportation Needs.

The Event Items section will list details about the items that are available to the Guest based on his or her participation in the Event. Items that are standard and that are still available (the inventory is not yet exhausted) are selected by default.

The Activities section includes information about each individual Event Activity. Below the description for each individual Activity (name, location, start and end date, fee, and so forth), details about the items that are available to the Guest based on his or her participation in that individual Activity are listed. Activity items that are standard and that are still available (the inventory is not yet exhausted) are selected by default.

Assign Event Items after a Guest is registered

  1. Locate the Guest record. Point to the Edit Button edit button located to the left of the Guest ID number or name. Click Link > Event Items. The Items Available for this Event page will display.

    Note: Link > Event Items is not available from the Edit Button menu that is located in the Guest section header.

  2. Under Items, Items Available lists all of the items (by Name, Color, and Size) that are available for this event (only). Menu Choice shows all of the menu options (including None), that are available for this event.
  3. If there are no items available, then Items Available list will be empty. If there are no menu options available, then None will be the only option that is shown.
  4. To add items (that are not menu choices):
    1. In Items Available, select the check box to the left of each item that you want to add.
    2. Click Add. The item is now listed in Assigned Items. You can assign all of the items at one time by clicking Add All.

      Important! Using the Add All button will assign each and every available item (not one of each available item). For example, if there are 1000 tote bags available for the event, then all 1000 of them will be assigned to this guest.

      If you intended to assign only one of each item that is available, then select the check box to the left of every item in Available Items list, and click Add.

  5. If you change your mind, select the check box to the left of the item or items in the Assigned Items list that you want to remove and click Remove. You can remove all of the assigned items at one time by clicking Remove All.
  6. To select a menu item, under Menu Choice, click the option that you want.
  7. Click OK to add the new items or make a new menu choice.
    OR
    Click Cancel to close the page (no event items will be added, or menu choices changed).

Assign Activity Items after a Guest is registered

  1. Once you have located the Guest record, locate the Attendance section for the guest, and then locate the specific Activity.
  2. Point to the Edit Button edit button located to the left of the Activity name. Click Link > Activity Item. The Items Available for this Activity page will display.
  3. Under Items, Items Available lists all of the items (by Name, Color, and Size) that are available for this activity (only). Menu Choice shows all of the menu options (including None), that are available for this activity.
  4. If there are no items available for the guest, then Items Available list will be empty. If there are no menu options available for the activity, then None will be the only option that is shown.
  5. To add items (that are not menu choices):
    1. In Items Available, select the check box to the left of each item that you want to add.
    2. Click Add. The item is now listed in Assigned Items. You can assign all of the items at one time by clicking Add All.

      Important! Using the Add All button will assign each and every available item (not one of each available item). For example, if there are 200 large blue T-shirts available, then all 200 of them will be assigned to this guest.

      If you intended to assign only one of each item that is available, then select the check box to the left of every item in Available Items list, and click Add.

  6. If you change your mind, select the check box to the left of the item or items in the Assigned Items list that you want to remove and click Remove. You can remove all of the assigned items at one time by clicking Remove All.
  7. To select a menu item, under Menu Choice, click the option that you want.
  8. Click OK to add the new items or make a new menu choice.
    OR
    Click Cancel to close the page (no activity items will be added, or menu choices changed).

Edit existing Guest Items

  1. Display the Event Items or Activity Items for the guest. If necessary, review the steps in the View existing Event Items and Activity Items for a Guest section of this topic.
  2. Click the Edit Button edit button to the immediate left of the Event or Activity Item that you want to edit. An Update form showing the current data will be presented.
  3. Tab or mouse click to the Declined?, Distributed?, or Comment you want to edit. Make the desired changes to those three fields. You will not be able to edit the Item Name, Size, Color or Value. To edit the Item Name, Size, Color or Value, you will need to add a new Guest Item to reflect these changes and then delete the current Item. If you want to change a menu choice, review the Change a Menu Choice section of this topic (below).
  4. Click the Update button to make the changes to the data,
    OR
    Click Delete to remove the data row from the system,
    OR
    Click Cancel to halt the process without making any changes to the data row.

Change a menu choice

  1. Display the Event Items or Activity Items for the guest. If necessary, review the steps in the View existing Event Items and Activity Items for a Guest section of this topic.
  2. Click the Edit Button edit button in the Event Items or Activity Items header section.
  3. Click Insert. The Items Availablefor this Event or Items Availablefor this Activity page will display.
  4. Under Menu Choice, click the option that you want.
  5. Click OK.

View and maintain Activity Items from the Attendee page

Community Brands provides an alternative way to view and maintain Activity Items.

The Attendee page is used to view and maintain Attendance information for one specific Event Activity after a Guest has been registered to attend that Activity. You can assign, view, and edit Activity Items that link to an activity by using the Attendee page. You cannot assign, view or edit Event Items by using the Attendee page.

Complete the following steps to locate the Attendee page for a Guest who is attending a particular activity:

  1. In Millennium Explorer, click Activity > Attendees to display the Attendee Search page.
  2. Type the Guest's name or id number into the Name/ID box (format for the name is Last/First Middle).
  3. Click Search. The Attendee page for the guest displays (if the Guest search returns more than one name, the Attendee page will display after you click the name that you want).

The Activity Items section is shown after the Attendance Details section. Any assigned Activity Items will be listed.

Guest Items Column Descriptions

Event Item and Activity Item data is store in the guest_items data table. The following columns are included. The column labels and non-displaying designations that are listed here are those that the system uses by default. If you want to override these default settings, you must customize your display definition.

Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.

Column Name

Column Label

Lookup Table

Type SQL/Oracle

Length

[Default]

{Check}

Description

gitemkey

non-displaying

none

numeric/number

13, 0

 

 

The primary key column for all rows in all tables. This column holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system column)

gitemdoc

non-displaying

none

char

1

['N']

 

This column holds a Y/N flag to indicate the existence of a linked document for this row. (system column)

gitemdate

no label

none

datetime/date

 

[getdate()]

 

The date that this row was last updated. This column is automatically entered by the system. (system column)

gitemuid

no label

none

varchar/varchar2

30

[suser_sname()]

 

The User ID of the operator who last edited this row. It is automatically entered by the system. (system column)

gitemugrp

non-displaying

none

char

1

[' ']

 

This column holds the Group letter that was associated with the User ID of the operator who last edited this row. (system column)

gitemname

Name

Item Name

char

6

[' ']

 

This column shows the Name of the item that is described in this row. This column is controlled by the Item Name lookup table.

gitemsize

Size

none

varchar/varchar2

65

 

 

This free text column may be used to describe the size of the item.

gitemcolor

Color

Item Color

char

6

[' ']

 

 

This column may be used to describe the color choice for this item. It is controlled by the Item Color lookup table.

gitemdecln

Declined?

none

char

1

['N']

{'Y', 'N'}

This column may be used to flag the row, indicating that although the item was offered, the Guest declined to receive it.

gitemvalue

Value

none

money/number

(19,4)/(16,2)

[0]

 

This column may be used to track the value of the item.

gitemdistr

Distributed?

none

char

1

['N ']

{'Y', 'N'}

This column may be used to flag the row to indicate that the item has been distributed to the guest.

gitemitmky

non-displaying

none

numeric/number

13, 0

[0]

 

This system-generated column holds the key from the Items table row with which this Guest Items row is associated.

gitemlnkfl

non-displaying

none

char

2

[' ']

 

This system-generated column holds the table number for the Attendance (53) or Event_Guest (54) table with which this row is associated. (system column)

gitemlnkky

non-displaying

none

numeric/number

13, 0

[0]

 

This system-generated column holds the key from the Attendance or Event Guest row to which this row is linked. (system column)

gitemfnum

non-displaying

none

char

2

['57']

{'57'}

This system-generated column holds a copy of the table number for the Guest Items table (57). (system column)

gitemcrdt

non-displaying

none

datetime/date

 

[getdate()]]

 

This system-generated column shows the date on which the row was created. (system column)

gitemcomm

not labeled

none

varchar/varchar2

4000

 

 

This is a free text comment that may be associated with this row.

gitemothfl

non-displaying

none

char

1

['N']

{'Y', 'N'}

This is a system-use column that flags the row for the presence of linked Other Info row(s). (system column)

gitemevncd

non-displaying

none

char

10

[' ']

 

This column holds a copy of the Event code from the Event with which this row is associated. (system column)

gitemevent

Event

none

varchar/varchar2

110

 

 

This column holds a copy of the Event Name from the Event with which this row is associated. (system column)

gitemdate1

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdate2

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemmny1

none

money/number

 

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny2

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemnum1

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum2

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemyesno

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemlook1

Guest Items Lookup1

char

6

 

 

This custom column may be defined and used by your institution to track any lookup table driven information associated with this data row.

gitemlook2

Guest Items Lookup2

char

6

 

 

This custom column may be defined and used by your institution to track any lookup table driven information associated with this data row.

gitemlook3

Guest Items Lookup3

char

6

 

 

This custom column may be defined and used by your institution to track any lookup table driven information associated with this data row.

gitemtext

none

varchar/varchar2

255

 

 

This custom column may be defined and used by your institution to track any free text information you want to associate with this data row.

gitempend

non-displaying

none

char

1

['N']

{'N' or 'Y'}

This column is a flag to indicate that this data row has linked information in the 'pending' guest_items table as a result of data entry by the constituent via the Online Constituent Directory. That linked info is awaiting incorporation into this data row. (system column)

gitemupkey

non-displaying

none

numeric/number

13, 0

 

 

This column holds the timekey of the pending data row that may be updated from the guest_items_pending table. (system column)

gitemdate3

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdate4

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdate5

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdate6

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdate7

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdate8

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdate9

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdte10

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdte11

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemdte12

none

datetime/date

 

 

 

This custom column may be defined and used by your institution to track any date information associated with this data row.

gitemmny3

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny4

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny5

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny6

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny7

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny8

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny9

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny10

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny11

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemmny12

none

money/number

(19,4)/(16,2)

 

 

This custom column may be defined and used by your institution to track any monetary information associated with this data row.

gitemnum3

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum4

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum5

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum6

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum7

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum8

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum9

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum10

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum11

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemnum12

none

numeric/number

10, 0

 

 

This custom column may be defined and used by your institution to track any numeric information associated with this data row.

gitemchk1

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk2

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk3

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk4

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk5

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk6

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk7

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk8

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk9

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemchk10

none

char

1

['N']

{'N' or 'Y'}

This custom column may be defined and used by your institution to flag this data row for any purpose.

gitemtxt1

none

varchar/varchar2

255

 

 

This custom column may be defined and used by your institution to track any free text information you want to associate with this data row.

gitemtxt2

none

varchar/varchar2

255

 

 

This custom column may be defined and used by your institution to track any free text information you want to associate with this data row.

gitemtxt3

none

varchar/varchar2

255

 

 

This custom column may be defined and used by your institution to track any free text information you want to associate with this data row.

gitemtxt4

none

varchar/varchar2

255

 

 

This custom column may be defined and used by your institution to track any free text information you want to associate with this data row.

gitemtxt5

none

varchar/varchar2

255

 

 

This custom column may be defined and used by your institution to track any free text information you want to associate with this data row.

gitemadesr

non-displaying

ade_source

char

30

 

 

If this row is created or updated from data that originally came from the guest_items_pending table, then this column will hold information about the data's import source. Data from the Online Constituent Directory will have a source of Online Directory. Data from Soft Edit users will have a source of Soft Edit. Data whose import source is the ADE Import Tool can be assigned a value (other than Online Directory or Soft Edit) from the ade_source lookup table by the user who executes the utility, or the source can be blank.

Indices - Guest Items

Index

Primary

Foreign

Unique

Columns

Sort

pk_gitems

Y

 

 

gitemkey

 

guest_items02

 

 

 

gitemlnkky, gitemlnkfl

 

guest_items03

 

 

 

gitemevncd

 

guest_items04

 

 

 

gitemuid

 

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