Creating Events

This guide walks through the process of creating a new event in HCSS Events Platform. Events represent strike operations at healthcare facilities and serve as the container for all related staffing data.

🔒Requires permission: Events.Create

Prerequisites

Before creating an event, ensure the following:

1. You have an account with the Events.Create permission assigned to your role.
2. You know the client name (the hospital or health system requesting strike staffing).
3. You have the anticipated start and end dates for the strike.

Step-by-Step Instructions

Step 1: Navigate to the Create Event Page

1. From the Event List page, click the Create Event button in the upper-right corner.
2. The Create Event form will appear.

Step 2: Fill in Event Details

Complete all required fields on the form:

Field	Required	Description	Guidelines
Event Name	Yes	A descriptive name for the event.	Use a consistent naming convention, such as [Client] - [Location] - [Month Year]. Example: Memorial Health - Chicago - Mar 2026.
Client Name	Yes	The hospital or health system client.	Select from the dropdown of existing clients, or type to search. If the client does not exist, it must be created first under Administration > Clients.
Start Date	Yes	The planned start date of the strike.	Must be a future date (or today). Cannot be after the end date.
End Date	Yes	The planned end date of the strike.	Must be on or after the start date.
Description	No	Free-text notes about the event.	Use this field to capture context such as the reason for the strike, union involved, number of facilities, or special considerations.

Naming Convention

Adopt a consistent naming pattern across your organization. A common format is:

[Client Name] - [City/Region] - [Month Year]

This makes events easy to find and sort on the event list page.

Step 3: Save the Event

1. Review all entered information for accuracy.
2. Click Save to create the event.
3. The event is created in Draft status.
4. You are redirected to the Event Detail Page for the newly created event.

What Happens After Creation

When an event is created:

• The event appears on the Event List page with a status of Draft.
• The event detail page is available with all tabs, but most will be empty until data is added.
• No facilities, candidates, or requirements exist yet — these are added in subsequent steps.

Recommended Next Steps

Step	Action	Guide
1	Add facilities, units, and specialties to the event.	Event Detail Page - Facilities Tab
2	Import caregivers via CSV.	Importing Caregivers
3	Set shift requirements.	Shift Requirements
4	Move the event from Draft to Planning.	Event Management Overview

Editing an Event After Creation

To edit an event's basic information after it has been created:

1. Open the event from the Event List page.
2. On the Overview tab, click the Edit button.
3. Modify any of the fields (Event Name, Client Name, Start/End Date, Description).
4. Click Save to apply changes.

caution

Changing the Start Date or End Date on an event that already has shift requirements, travel bookings, or scheduled work may cause conflicts. Review dependent data before modifying dates on events in Planning or Active status.

Permissions Reference

Action	Required Permission
Create a new event	Events.Create
Edit an existing event	Events.Update
Delete a draft event	Events.Delete
Change event status	Events.Update
Archive an event	Events.Archive

Troubleshooting

"Create Event" button is not visible

Your account does not have the Events.Create permission. Contact your administrator to request this permission.

Client name is not in the dropdown

The client must be created before it can be associated with an event. Navigate to Administration > Clients and add the client, or ask an administrator to do so.

Cannot set a start date in the past

Events are designed to represent upcoming or current strike operations. If you need to create a record for a past event, contact your administrator about adjusting the validation setting.