Assigning Advances
How to create and assign advances to collaborators, and how to scope them to areas and activities
Advances are assigned at the collaborator level. Each collaborator gets their own advance — a specific set of modules configured for what that collaborator needs to provide. Creating an advance can be done from scratch or seeded from an advance template, and it can be scoped to a specific area, activity, or both.
Where to Create an Advance
Advances are created from within the collaborator they belong to. Navigate to the collaborator, open the Settings tab, then select the Advances tab within settings. From there, you can create new advances and manage existing ones.
Open the collaborator
Navigate to the collaborator you want to assign an advance to.
Go to Settings → Advances
Open the Settings tab on the collaborator, then select Advances.
Create an advance
Click Add Advance and give it a name.
Optionally seed from a template
If you have advance templates configured, you can select one to pre-populate the advance with a set of modules. This is a starting point — you can still add, remove, or adjust modules after creation.
Optionally scope to an area or activity
If this advance is specific to a certain part of the event, associate it with an area, an activity, or both.
Scoping to Areas and Activities
An advance can be associated with one area, one activity, or both — but only one of each. This scoping is not just for organization — it makes the advance data accessible in the operational contexts where people need it.
When an advance is scoped to an area, the advance information appears on the area's page and is included in day sheet exports for that area. When scoped to an activity, the information appears on the activity view and in that activity's day sheet exports.
For example, if you're advancing multiple bands performing on the same stage, scoping each advance to both the stage area and the individual performance activity means the production team can see exactly which requirements are tied to each show, from either the area view or the schedule.
After Assignment
Assigning an advance does not lock it. You can continue to add modules, remove modules, reorder them, and adjust module-level settings (due dates, required flags, task tracking) on that collaborator's specific advance at any time.
Advances are assigned one collaborator at a time — there is no bulk assignment currently available.
Deleting an advance is permanent. All responses the collaborator has submitted will be removed along with it.
Managing Modules on an Assigned Advance
Even after an advance is created, you can continue adjusting its modules individually. The same settings available in an advance template — due date, required, task tracking, and assigned reviewer — can all be set or changed per module on a live advance.
This flexibility is intentional. Advance templates provide a consistent starting point, but real-world advancing often requires small adjustments per collaborator that don't need to be baked into the template.