ILT Events - Change Vendor
With this enhancement, the Primary Vendor and Secondary Vendor fields can be modified on the Properties tab when editing an event, if the ability to edit the provider on sessions is enabled by the administrator in ILT Preferences.
Note: The primary and secondary vendor fields are not editable if the ability to edit the provider is not enabled in ILT Preferences.
Note: The option to include a secondary vendor is only available for portals with the ability to include multiple providers on events.
To edit an event, go to. Then, click the Edit icon in the Options column for the event.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
Change Primary Vendor
To change the vendor in the Primary Vendor field, click the Select icon and choose a different vendor from the pop-up. A warning message will appear and indicate that:
Changing the vendor empties the preferred instructor fields on the Session Defaults tab on the event. The warning message lets the administrator know that they may want to select new preferred instructors at the event level. The instructors that are available to select will be from the new provider.
Note: If no preferred instructor is selected at the event level, then no instructor is populated by default when creating a new session from scratch.
Once the event is saved:
If the preference Enable to select provider when creating sessions is unchecked, after the provider tied to an event is changed (e.g., from Provider A to Provider B), then administrators who have the ability to create a new session from scratch will only be able to create a new session tied to the current/latest event provider (Provider B). This is valid for both the Primary and Secondary vendor.
If the preference Enable to select provider when creating sessions is checked, after the provider tied to an event is changed (e.g., from Provider A to Provider B), then administrators who have the ability to create a new session from scratch will be able to create a new session tied to the current/latest event provider (Provider B) or define a previous provider to whom the event was historically tied for the session before creating it (Provider A). This is valid for both Primary and Secondary vendor.
- The new vendor is the default provider on sessions created from scratch.
- The provider on existing sessions is NOT changed to the new provider.
- When a session is copied, the session inherits the provider and the instructor from the existing session.
Note: At least one vendor is required for an event, so the Primary Vendor field cannot be blank.
Administrators can only change the provider to providers within their permission constraints for the Events - Edit permission. For example, Joy is an administrator and has permission to edit events but is constrained to ILT Provider A and Provider B. Joy can edit the "Leadership" event and change the provider from Provider A to Provider B. However, Joy cannot change the provider from Provider A to Provider C because Provider C does not fall within Joy's constraints for the Events - Edit permission. If the Leadership event is edited by another administrator, and the provider is changed from Provider C to Provider B, then Joy can change the provider but only to Provider A.
Change/Remove Secondary Vendor
For portals with the ability to include a secondary vendor:
- You can select a different vendor in the Secondary Vendor field by clicking the Select icon and choosing a different vendor from the pop-up.
- You can remove the secondary vendor when editing the event.
- If a secondary vendor was not added when the event was created, you can add a secondary vendor when editing the event.
If you change the primary vendor only, this empties only the preferred primary instructor.
If you change the secondary vendor only, this empties only the preferred secondary instructor.
If you change both the primary and secondary vendor, this empties both the preferred primary and secondary instructors.
Note: If you would like at least one instructor populated by default when a new session is created for the event, then it is necessary to add the instructor on the Session Defaults tab of the event. The instructors that are available to select are instructors that are tied to the new provider.
Track Changes to Vendor
Changes to the vendor appear in the Modification History section of the event.