Overview

Events are available via 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. At the most basic level, an event consists of an event type, start/end date, and comments. Event types can be created and managed by a system administrator.

An event can be linked to one or more documents. In order to link a document to an event, the document must exist on the same functional area record as the event.

System vs. User Events

Events have a source of either User or System. By default, the Events list is filtered to only show User events. The filter can be changed using the Source drop down column filter.

User events are events that are manually added by a user via the "Add Event

Events " button.

System events are created by the system through various actions. There are two types of System event;

1. Document Generated events, which are created when a document is finalized and the user has selected the "Create Event when finalized" checkbox, and

2. Notification events, which display notifications that have been sent to external users from nVIRO.

Event Categories

User-created events are classified into the following categories:

• Basic Event - A simple event type consisting of a type, start/end date, and comment. Basic events are used to capture items such as phone calls and meetings.

• Public Notice Event - Creates a

  public notice record

  Public Notice Event record. Only available

  to Submissions

  for submissions.

• Site Inspection Event - An

  event

  event used to create a

  linkage to an evaluation. Site inspection events are available to Submission, Site, and Evaluation functional area records. 

Events List 

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

Image Removed

The Events list displays the following fields

Adding an Event

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

• Basic Events
• Public Notices, Hearings, and Meetings
• Site Evaluation Events

Viewing Event Details

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.

Adding / Changing Document Links

To link (or un-link) a document 

• Follow instructions above to Edit an Event
• 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.

Image Removed

• planned inspection (evaluation) that relates to the submission, permit, site, project activity, or evaluation.