Use casesEvent badge collection tracker

Build your event badge collection tracker.

Keep badge issue, collection and replacement records connected to registration.

How to build your event badge collection tracker

  1. Describe the job

    Keep badge issue, collection and replacement records connected to registration.

  2. Review the first version

    Choose how the event coordinator records the registration and how the programme owner reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A event badge collection tracker example

An attendee requests a replacement badge.

Illustrative workflowEvent badge collection tracker

Event badge collection tracker example

Record
Event badge collection tracker · 01
Owner
Event coordinator

Current stage · Event coordinator

Open the registration

An attendee requests a replacement badge.

Read the full walkthrough
  1. Open the registration

    An attendee requests a replacement badge.

    Record:
    Event badge collection tracker · 01
    Owner:
    Event coordinator
  2. Review the voided badge

    Keep the original badge status visible and require a reissue decision before counting another valid badge.

    Stage:
    Awaiting programme owner review
    Owner:
    Programme owner
  3. Void the old badge reference

    Void the old badge reference before recording an accepted replacement.

    Next action:
    Void the old badge reference before recording an accepted replacement.
    Owner:
    Venue coordinator

What to include in your event badge collection tracker

  • Keep the registration in context

    Keep registration, badge reference, collection station, issued status, reissue reason and voided badge together so the next person can understand the request or record.

  • When the next step needs a decision

    An attendee requests a replacement badge. Keep the original badge status visible and require a reissue decision before counting another valid badge.

  • Keep voided badge visible

    Void the old badge reference before recording an accepted replacement.

  • Choose what each person needs

    Give the event coordinator a working view and the programme owner a review view. Keep registration and badge reference attached to the decision as the work moves between them.

Questions about event badge collection tracker

Start with registration, badge reference, collection station, issued status, reissue reason and voided badge. Describe who enters the information and who reviews the next step.

Build your event badge collection tracker.

Start with your workflow and make it yours.

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