Purpose: Use this article to create a new Event in Administrate and configure it safely before publishing or opening enrollment.
Events inherit structure and defaults from Course Templates, but each Event should still be reviewed carefully before learners are enrolled or communications begin.
In this article
Before you begin
Before creating an Event, make sure you understand how Events function operationally:
- Managing events in Administrate
- Understanding the Event Screen
- Events: Lifecycle, Inheritance, Conflicts, and Operational Reality
Create a new Event
- Navigate to the relevant Course or Course Template.
- Select Create Event.
- Complete the initial required fields.
- Save the Event.
New Events typically begin in Draft status.
After creation, the Event opens in the Event Screen where operational configuration is completed.
Step 1: Configure Setup
In the Setup tab, review and confirm:
- Event status
- visibility settings
- capacity limits
- pricing and finance configuration
- personnel and resources
- delivery settings inherited from the Course Template
Setup decisions affect how the Event behaves operationally, including learner visibility, registration behavior, communications, and financial processing.
Review inherited values carefully before publishing or opening enrollment.
Detailed guide: Event Screen — Setup
Step 2: Configure Outline
In the Outline tab:
- confirm session dates and times
- assign instructors
- review locations or delivery structure
- verify resources and scheduling
The system may identify instructor or resource conflicts during setup. Resolve conflicts before publishing the Event.
Changes to session structure after enrollment begins may affect communications, attendance, and learner expectations.
Detailed guide: Event Screen — Outline
Save as Draft
Newly created Events should usually remain in Draft status until:
- Setup configuration is complete
- sessions and instructors are confirmed
- capacity and pricing are reviewed
- resource requirements are verified
- operational conflicts are resolved
Note
Publishing an Event before structural review can create learner-facing issues, scheduling conflicts, communication problems, or financial inconsistencies.
Before publishing or opening enrollment
Pre-publication checklist:
- Confirm all session dates and times.
- Verify instructor availability.
- Review resource requirements and scheduling.
- Review pricing and finance configuration.
- Confirm capacity and registration settings.
- Verify visibility and learner-facing behavior.