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Overview

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

This page describes working with Basic Events.   Please refer to the linked pages below for the following corresponding event categories.  

Events List 

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

The Events list displays the following fields:

FieldDescription
SourceThe source of the event - either User event—either User created or System created.
Event TypeThe event type, which will vary based on system configuration.
Start DateThe date the event began.
End DateThe date the event concluded.
CommentComments entered by the user when creating the event, or generated by the system for system-created events.
Documents?Identifies the number of documents related linked to the event.   When creating or editing an event, the user may link one or more related documents.
Created byThe user who created the event.

Viewing Event Details
Anchor
ViewEventDetails
ViewEventDetails

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

To view an event:

From
  1. On the Events tab, click the Open button for the event.
  2. The
detail screen
  1. Edit Event page for the event
will be
  1. is displayed.

The event detail screen Edit Event page displays the following information:

FieldDescription
Event TypeThe event type, which will vary based on system configuration.
Start DateThe date the event began.
End DateThe date the event concluded.
CommentComments entered by the user when creating the event, or generated by the system for system created events.
Link Documents

Provides a list of documents related that are, or can be, linked to the event.  If documents which are related to the event they are displayed a the top of a list with Any document that has a check in the leftmost checkbox column is linked to the event.

Fields in the documents list include Document Name, Description, Status, and Published Status.

Download Linked Documents

A Download button is available in the Link Documents section.   Clicking the button initiates download of the document to your local computer.

Adding an Event

To add a new event:

  1. Navigate to the desired functional area record such as a submission, evaluation, or compliance action.
Navigate to
  1. Click the Events tab for the record.
  2. Click the New Event button.
  3. In the Event
Category field
  1. Category field, select Basic Event.
    Image Modified
  2. Select the desired Event Type. 
    Note: Available event types vary depending on configuration
    Image Modified
  3. Enter a Start Date and End Date.
  4. Enter Comments to describe the event.
  

To link (or un-link) a document document: 

  1. When adding a new event or editing an existing event on the Edit Event page, scroll down to the Linked Document section
in the event detailUnder the Linked Document section of the event:
  1. .
  2. Click to check the checkbox
next to
  1. for 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
  1. you would like to link.
  2. Click to clear the checkbox for each document you would like to unlink. 
  3. Click the Save button.

Upon saving the link changes, the event details window will closeEdit Event page closes, and the Events list will be is refreshed.

Editing an Event

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

To edit an event:

  1. Follow the instructions above to View the Event Details.
  2. Modify the event fields as necessary.
  3. Change document links as necessary.
  4. Click Save
  1. Upon saving the event changes, the
event details window will close
  1. Edit Event page closes, and the Events list
will be
  1. is refreshed.

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