Assign events to BEOs
You can use the Assign BEO# options to assign events to one or more BEO numbers. You can then merge or batch merge directly from the Manage Events page. If you later decide to move an event to a different BEO, you can reassign it to a different BEO number and then merge it again. You can also remove an event from a BEO altogether.
While you work on the Manage Events page, you might want to move the BEO and Done columns to the beginning of the grid. With these columns moved you can identify which BEOs are detailed and which are assigned to a BEO.
To assign events to a BEO
- Open the booking and click Manage Events. The Manage Events page displays.
- Select the checkbox next to each event you want to assign to a BEO.
- Click BEO (
) and select one of the following options:- Assign Single BEO# to Selected Events - The same BEO number is assigned to each event. For example, you might have a meeting and a morning break that need to be put on the same BEO.
- Assign Unique BEO# to Each Selected Event - Each event is assigned a unique BEO number.
You can also access these BEO options by right-clicking a selected event in the grid.
- If an event is already assigned to a BEO, you are prompted to confirm that you want to reassign the event to the new BEO number. Click Yes to proceed or No to cancel. The Assign BEO# window displays.
- Select the BEO Template, confirm that the list of events is correct, and click Save. A BEO number displays next to each selected event on the Manage Events page. BEO numbers are assigned in sequential order. Deleted BEO numbers are not recycled.
- Do one of the following:
- To preview a BEO - Click the BEO number in the events grid to open the Preview & Merge window. From here, you can view and edit the menu and items on the BEO, select a different BEO template, and merge the BEO.
- To merge a single BEO - Click BEO (), select Preview & Merge, and then click Go To Merge (
) . This opens the Create Merge Document window where you can select the events on the BEO number you want to merge. - To batch merge - Click BEO () and select Batch Merge. This opens the Create Batch Merge Document window where you can merge all the BEOs on the booking into a single document for distribution.
To move an event to a different BEO
- Click in the BEO column in the events grid and select the appropriate BEO number. The list displays all BEO numbers created for the current booking.
- Click Save (
), and then click Yes to confirm that you want to reassign the event.
To remove an event from a BEO
- Click in the BEO column in the events grid and press the Delete key to remove the number.
- Click Save ().