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Events Mapping

Events Mapping allows you to assign managers to specific events and manage their schedules. Select managers and view their event assignments through an intuitive calendar interface with role-based assignments.

What is Events Mapping?

Section titled “What is Events Mapping?”

Events Mapping is a schedule management system that allows you to:

  • Select managers to view and manage their schedules
  • Assign manager roles using the succession planning hierarchy
  • View event schedules by month and year
  • Manage event assignments with detailed and compact views

Manager Selection Interface

Section titled “Manager Selection Interface”

Choose which managers to view and manage in the events mapping.

  • Multi-manager selection: Select up to multiple managers at once
  • Manager search: Search for specific managers by name
  • Select All option: Choose all managers (max 50) for overview
  • Manager details: Shows manager name and email address

Navigate through different time periods for event planning.

  • Month selector: Choose specific month to view
  • Year selector: Navigate between years
  • Current selection: Shows selected managers with removal options
  • Real-time updates: Changes reflect immediately in the mapping panel

Filter to show managers who don’t have scheduled events.

  • Toggle on to see managers without current assignments
  • Helps identify available managers for new events
  • Useful for workload balancing
  • Shows gaps in event coverage

Role Legend and Assignment Types

Section titled “Role Legend and Assignment Types”

Six levels of manager assignments based on succession planning.

  • 1st Manager: Primary responsibility for events (Blue badge)
  • 2nd Manager: First backup coverage (Green badge)
  • 3rd Manager: Second backup coverage (Orange badge)
  • 4th Manager: Third backup coverage (Purple badge)
  • 5th Manager: Fourth backup coverage (Pink badge)
  • 6th Manager: Fifth backup coverage (Yellow badge)

Additional assignment types for specific situations.

  • Day Rate: Temporary or contract-based assignments (Light blue badge)
  • Shadower: Training or observation role (Gray badge)
  • Support Manager: Additional assistance for complex events (Green badge)

Visual indicators for quick role identification.

  • Each role type has a distinct color badge
  • Easy visual scanning of manager assignments
  • Consistent color scheme across the system
  • Helps identify coverage gaps quickly

Event Mapping Panel

Section titled “Event Mapping Panel”

Choose between detailed and compact views for different needs.

  • Event Map - Detailed View: Full information display with expanded details
  • Event Map - Compact View: Condensed view for overview purposes
  • Toggle between views: Switch based on task requirements
  • Responsive layout: Adapts to different screen sizes

View manager assignments and event details in the calendar.

  • Daily breakdown: Events organized by date
  • Manager columns: Each selected manager gets their own column
  • Event information: Event names and assignment details
  • Status indicators: Shows assignment status and coverage levels

System guidance when no managers are selected.

  • Clear messaging: “No data yet. Please select a manager to view event mapping.”
  • Action guidance: Directs users to select managers first
  • Visual placeholder: Graphic illustration while waiting for selection
  • User-friendly interface: Helps new users understand the workflow

Working with Event Assignments

Section titled “Working with Event Assignments”

Choose specific managers to display in the event mapping.

  • Click “Select Managers” dropdown to see available options
  • Search for managers by name using the search box
  • Select individual managers or use “Select All (max 50)“
  • Selected managers appear as removable tags

Add and modify event assignments for selected managers.

  • Add Schedule: Click to add new events to specific dates
  • Event Day status: See which days have scheduled events
  • No status days: Available for new event assignments
  • Role assignment: Assign managers to specific succession levels

Coordinate multiple managers across different events.

  • View multiple manager schedules simultaneously
  • Identify scheduling conflicts and overlaps
  • Balance workload across the team
  • Plan succession coverage for events
Section titled “Navigation and Workflow”

Move between different time periods for planning.

  • Use month and year dropdowns to navigate
  • Plan events weeks or months in advance
  • Review historical event assignments
  • Coordinate with other planning cycles

Find specific managers quickly for assignment.

  • Search functionality: Type manager names to filter list
  • Email display: Manager contact information shown
  • Quick selection: Click to add managers to view
  • Batch operations: Select multiple managers at once

Control what information is displayed on screen.

  • Switch between detailed and compact views
  • Remove managers from current view as needed
  • Filter by managed/unmanaged status
  • Customize display for different tasks

Integration Points

Section titled “Integration Points”

Best Practices

Section titled “Best Practices”

Access Requirements

Section titled “Access Requirements”

Operations Manager Can view and manage event assignments for their teams

Admin Full access to all manager schedules and event mapping

Operations Support Can view event assignments and assist with scheduling coordination

Getting Started

Section titled “Getting Started”

To begin using Events Mapping:

  1. Select managers from the dropdown list
  2. Choose month and year for planning
  3. View the Event Mapping Panel once managers are selected
  4. Switch between views (Detailed/Compact) as needed
  5. Add or modify schedules using the calendar interface