Managing Events
How do I access the Events page?
- Log in to Providigo.
OR
Select the “Events” link from other Providigo pages.
How do I add a new event?
- Go to the Events page.
- Select the “plus” icon at the bottom of the page.
- Select or enter information in the fields of the Add New Event page.
- Select Save at the bottom of the page.
Result: Providigo displays the new event on the Events page.
Once I have added a new event, what helpful features can I apply to it?
Features you can apply to an event include:
- Opening and modifying an existing event by clicking the event name in the Events page.
- Deleting an event by clicking the wastebin icon next to the event name.
- Viewing a calendar of existing events by clicking Calendar View.
- Hiding a completed event by clicking the ellipsis icon, and then clicking Hide Completed.
Managing Items
How do I access the Items page?
- Select the “Items” link from other Providigo pages.
How do I add an item manually?
- Select the “plus” icon at the bottom of the Items page.
- Select Add Item at the bottom of the page.
- Enter desired information into the Add New Item page, and then click Save.
Result: Providigo displays your item on the Items page.
How do I add an item by scanning a barcode?
- Go to the Items page.
- Select the “plus” icon at the bottom of the screen.
- Select Scan Barcode.
- Use your personal device’s camera or use a hand scanner to scan the item’s barcode. Note: You can also type and submit a barcode manually.
- Enter desired information in the Add Scanned Item page, and then click Add New Item.
- Modify or add information for your item in the Add New Item page (optional), and then click Save.
Result: Providigo displays your item on the Items page.
Reserving Items
How do I reserve items for an event?
- Add a new event OR select an existing event on the Events page.
- Scroll to the Reserved items section of the Event Details page.
- Click the Add Items dropdown menu and select an item from the menu.
Result: Providigo displays the added item in the Reserved Items section of the page.
- Click the edit icon.
- Enter the number of items you want to reserve in the Reserved field, and then click Save.
Result: The Items page displays the number of reserved items you indicated and adjusts the item balance accordingly.
Sorting & Filtering Items
How do I sort my Items list?
You can sort your list of items so that Providigo displays them in order by number of items in stock, number of items reserved, and item balance.
To sort items, follow the steps given next. The images in the steps illustrate sorting by “In Stock.”
- Select the ellipsis icon on the Items Page.
- Select Sort / Filter near the bottom of the page.
- Select In Stock, Reserved, or Balance in the “Sort By” section of the page to sort items in ascending order.
- (Optional) Select In Stock, Reserved, or Balance again to sort items in descending order.
- Select the “X” icon in the lower portion of the page.
Result: Providigo displays your items in ascending or descending order for the sort criterion you chose.
Note: The sort order you set is cleared when you navigate away from the Items page.
How do I filter my Items list?
You can filter your list of items to see only the items you want to see. The options are items with a low balance, items with a negative balance, and items which have not been reserved.
To filter, follow the steps given next. The images in the steps illustrate filtering by “None Reserved.”
- Select the ellipsis icon on the Items Page.
- Select Sort / Filter near the bottom of the page.
- Select Low Balance, Negative Balance, or None Reserved in the Filter section of the page.
Note: Clicking a filter criterion a second time will remove the filter setting. - Select the “X” icon in the lower portion of the page.
Result: Providigo displays your items according to the filter setting you chose.
Note: The filter you set is cleared when you navigate away from the Items page.