Overview

Events are managed from the Events tab on several functional area detail pages, including submissions, permits, evaluations, compliance actions, and sites.  Events are used to track things that have occurred in relation to the functional area record.  

Events List 

Events are displayed on the Events list (Events tab) for each functional area.  

The Events list displays the following fields:

Viewing Event

Please refer to one of the corresponding for instructions on adding an event:

• Basic Events
• Public Notice, Public Hearing, and Public Meeting Events
• Site Evaluation Events

Viewing Event DetailsDetails

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ViewEventDetails ViewEventDetails

Users may view additional details for an event listed in the Events tab.

To view an event

• From the Events tab, click the Open button
• The detail screen for the event will be displayed

Editing an Event

The ability to edit the event upon opening will be based upon user permission and status of the entity.  To edit an event

• Follow the instructions to View the Event Details.
• Modify the event fields as necessary
• Change document links as necessary
• Click Save
• Upon saving the event changes, the event details window will close, and the Events list will be refreshed.
• Add 
• document links as necessary
• Click Save
• Upon saving, the event details window will close, and the Events List is refreshed displaying the newly added event.

Adding an Event

For events other than Basic Events, please refer to the following:

• Public Notice, Public Hearing, and Public Meeting Events
• Site Evaluation Events

To add a new event:

• Navigate to the desired functional area record such as a submission, evaluation, or compliance action
• Navigate to the Events tab for the record
• Click the New Event button
• In the Event Category field, select Basic Event

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• Select the desired Event Type. 
  • Note; Event types may vary depending on configuration

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• Enter a Start Date and End Date
• Enter Comments to describe the event.  

Adding / Changing Document Links

To link (or un-link) a document 

• Follow instructions above to Edit an EventWhen adding a new event or editing an existing event, scroll down to the Linked Document section in the event detail
• Under the Linked Document section of the event:
  • Click the checkbox next to each document in the list that relates to your event, adding a check
    • If you wish to un-link a document, click on the checkbox to clear the check
  • Click Save
  • Upon saving the link changes, the event details window will close, and the Events list will be refreshed.

Editing an Event

The ability to edit the event upon opening will be based upon user permission and status of the entity.  To edit an event

• Follow the instructions to View the Event Details.
• Modify the event fields as necessary
• Change document links as necessary
• Click Save
• Upon saving the event changes, the event details window will close, and the Events list will be refreshed.