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Collect insurance and certificates from your event's outside teams

Festival and venue operations teams need insurance and safety paperwork from every supplier on site, and chasing it by email leaves gaps the licensing officer finds first. Asking once for each document, from every team that owes it, shows you who has sent what and whose cover runs out before the gates open.

Ask your event's suppliers, contractors, caterers and other outside teams for public liability insurance, risk assessments, method statements and safety certificates. Each team adds the file on its own page with no sign-in, Fai reads the expiry date and cover, and you accept the file or ask for changes, with reminders before it is due and before it expires.

Untuk
Getting every outside team's paperwork in before your event
Perlu waktu
9 menit

Sebelum mulai

  • You are an owner, admin or producer on the event. The event's Operations page opens for those roles only.
  • The teams you are asking are in the event's Outside teams section, each with a contact email and the link to its own page.
  1. Open documents from outside teams

    Open the event, select Operations, select Licences and certificates in the list of sections, then select Outside teams.

    Catatan: Each document you asked for shows how many teams have it accepted and what needs you. If Licences and certificates is not in the list, select More sections and open it there.

    Ticket Fairy documents asked of outside teams for a festival, with insurance, a risk assessment and a gas certificate, how many are accepted and what needs checking
    Documents from outside teams.
  2. Ask for a document

    Select Ask for a document, then enter What you need or choose one under Common documents.

    Catatan: The common documents are public liability insurance, a risk assessment, a method statement and food hygiene, gas safety and electrical safety certificates.

    Ticket Fairy dialog to ask outside teams for a document, with what you need, which kinds of team or teams by name send it, the due date, instructions and reminders
    Ask for a document.
  3. Choose who sends it

    Under Who needs to send it, tick the kinds of team, choose teams under Teams by name, or both.

    Catatan: A kind of team you tick includes every team of that kind you add to the event later. A team you choose by name is asked whatever its kind.

  4. Set the due date and reminders

    Optional: fill in the rest of the dialog before you send it.

    • Due by (optional): The date and time each team must send it by. Reminders count back from it.
    • What the team needs to know (optional): Shown with the request on each team's page, for example the cover it must have and the name it must show.
    • Ask for the expiry date: On by default. Each team enters the expiry date with the file, and you get a reminder before it runs out.
    • Send reminders automatically: Off by default, so Fai suggests each reminder on Today for you to send. With it on, we email each team that owes the file 7 days and 1 day before it is due, and before an accepted file expires.
    • Email the teams now: On by default. Each team's contact gets an email saying what you need.
  5. Send the request

    Select Ask.

    Catatan: The document appears on the page of every team you asked, under Documents we need.

A team's file from its page

The team's contact opens their page with no sign-in and sees Documents we need, with what you asked for, when it is due and what they need to know. They select Add file, choose a PDF, a photo or a Word file of up to 25 MB, enter the expiry date if you asked for it, and send it. Each document then shows Needed, Being checked, Accepted or Changes needed with what you asked them to change.

Catatan: A team can add up to 30 files a day on its page. After the due date passes, the page asks them to contact you for more time.

Ticket Fairy Documents we need section of an outside team's page, with each document asked for, its due date and status, and the button to add a file
What the team sees on its page.
  1. Open the request

    Select the document in the list to see each team you asked, its file and where it stands.

    Catatan: Under each file, Fai shows what she read in it, such as the expiry date, the cover and the name it insures, and says what does not match, such as a policy that ends before the event does.

    Ticket Fairy request for public liability insurance, with each supplier asked, the file one sent, what Fai read in it and the buttons to accept it or ask for changes
    One request, team by team.
  2. Accept a file

    Select Open file beside a team to check it, then select Accept, check the Expiry date and select Accept.

    Catatan: The date starts as the one the team entered or Fai read. Change it if the file says something else, because we remind the team before it expires.

    Ticket Fairy dialog to accept a supplier's insurance, with the expiry date to check and the date Fai read from the file
    Accept a file.
  3. Ask for changes

    If a file is not right, select Ask for changes, enter What needs to change, then select Send.

    Catatan: We email the team what to change, in their language, and their page shows it. They add a new file, and it comes back to you to check.

    Ticket Fairy dialog to ask a supplier for changes to its insurance, with what needs to change
    Ask for changes.
  4. Check who is still missing

    Go back to the list of documents.

    Catatan: Each document shows how many teams are accepted of those asked, and counts the files to check, the teams overdue and the files expiring soon. Accepted files are also in the This event view, under each team.

Atau minta dikerjakan untuk Anda

Fai lists what you asked outside teams for and where each team stands, asks teams for a new document, changes, closes or removes a request, accepts a file with its expiry date, asks a team for changes, gives a team more time and sends reminders. She shows you each change or email first and waits for your yes. She cannot add a file for a team; select Add their file in the dashboard for that.

Di dasbor Anda, dengan Fai

Ask every supplier at <EVENT NAME> for public liability insurance by 1 October, and tell me which teams still owe their risk assessment

Send a reminder now

  1. Remind the teams

    Open the request, select the Remind button, which shows the number of teams, then select Send reminder.

    Catatan: We email each team you still ask that has not sent a file you accepted yet.

    Ticket Fairy confirmation to send a reminder to the outside teams that have not sent their insurance yet
    Send a reminder now.

Fai emails a reminder to the teams that still owe a document, after you confirm.

Di dasbor Anda, dengan Fai

Remind the suppliers who have not sent their insurance for <EVENT NAME>

Give a team more time

  1. Change its due date

    Open the request, select Give more time beside the team, choose the New due date, then select Save.

    Catatan: Only that team gets the new date. The others keep the request's own due date.

Fai gives one team a later due date, after you confirm.

Di dasbor Anda, dengan Fai

Give Northern Staging until Friday to send their insurance for <EVENT NAME>

Add a file a team emailed you

  1. Add their file

    Open the request, select Add their file beside the team, choose the file, then select Add file.

    Catatan: It arrives as if the team had sent it, ready for you to accept. Fai reads it the same way.

Fai cannot upload a file. Add it with Add their file, then ask Fai what she read in it.

Di dasbor Anda, dengan Fai

What did you read in the insurance Northern Staging sent for <EVENT NAME>

Close or remove a request

  1. Close it

    Open the request and select Close request.

    Catatan: Teams can no longer add a file to it until you select Open again. Select Remove instead to take it off their pages; the files already sent stay in Licences and certificates.

Fai closes, opens again or removes a request, after you confirm.

Di dasbor Anda, dengan Fai

Close the gas safety certificate request for <EVENT NAME>, we have everything we need

Pertanyaan yang mungkin Anda punya

Where are my traders' certificates?
In Licences and certificates, under each trader, beside your outside teams' documents. Traders upload them on their own trader page, and you set the certificates every trader needs in the trader set-up, as in the guide to getting your traders ready.
Does the outside team need a Ticket Fairy account?
No. The team's contact opens the link to their page on any phone or computer with no sign-in, and adds the file there.
Does Fai accept a file for me?
No. Fai reads the file and tells you what it says and what does not match, and you accept it or ask for changes. When you accept, you confirm the expiry date yourself.
What happens when an accepted document is about to expire?
Before it expires, the team gets a reminder, sent automatically or suggested by Fai on Today, depending on the request. They add a newer file on their page, and it comes back to you to check.
Where are the files kept?
Each file is kept once, in Licences and certificates under the team. Accepting it or asking for changes there or in the request changes both, so the two never disagree.
Can a team add a file after the due date?
No. Their page says the due date has passed and asks them to contact you for more time. Give that team more time, or add the file for them.
Who can see the files?
Owners, admins and producers on the event. Each time someone opens a file, it is recorded.

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