How to prepare Cadence Services Info for handover to support teams
How to prepare Cadence Services Info for handover to support teams
Prepare Cadence Services Info for Handover to Support Teams
The Cadence Services Info menu provides essential configuration options that must be properly prepared before transitioning to support teams. Located in the Events section under Cadence Services Info › Info, this interface allows administrators to document critical service requirements including logistics support, hardware needs, and support types, ensuring a smooth handover to the teams responsible for event execution.
When to use
When preparing to transition event management to support teams
When documenting service requirements for upcoming events
When coordinating between planning and execution teams
When ensuring all support requirements are properly configured
Before you start
You must have System Administrator or Event Manager permissions to modify Cadence Services Info settings. Required fields are marked with an asterisk (*).
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Event Setup" in the left sidebar menu.
Select "Cadence Services Info" from the submenu that appears.
Enter the HubSpot Deal Link URL to connect your event to its business record.
A properly linked HubSpot deal ensures support teams can access all relevant contract information and service agreements.
Assign a Concierge User ID if your event requires dedicated concierge support.
Set "Enable Logistics" to "Yes" if logistics coordination is needed for your event.
Enter a Logistics User ID to assign responsibility for equipment and resource coordination.
The assigned logistics coordinator should be notified of their responsibility before the handover occurs.
Select the appropriate option from the "Hardware Required" dropdown based on your event needs.
Choose the correct "Onsite Services Type" that matches your event format:
Virtual: For events that will only have virtual support
Onsite: For events that require in-person support only
Virtual and Onsite: For hybrid events requiring both types of support
Document any special requirements or notes in the "Seminar Contract" field.
Include specific details about service level agreements, support hours, or special considerations that support teams should be aware of.
Click "Save" to apply your changes.
Create a handover document outside of Cadence that includes:
Key contacts for each support area
Timeline for support activities
Escalation procedures
Special requirements not captured in the system
Schedule a handover meeting with the support teams to review all configurations.
Verify all team members have appropriate access levels to the event.
Troubleshooting
If your Cadence Services Info settings aren't saving properly:
Verify that you have the proper permissions (System Administrator or Event Manager)
Ensure all required fields are completed
Check that your event is in an editable state (not archived or locked)
Related links
How to coordinate between virtual and onsite support services
How to align Cadence Services Info with service level agreements
How to use Cadence Services Info for event planning