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.
Event Categories
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. Only available to Submissions.
- Site Evaluation Event - An 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.
The Events list displays the following fields
| Field | Description |
|---|---|
| Source | The source of the event - either User created or System created |
| Event Type | The event type, which will vary based on system configuration |
| Start Date | The date the event began |
| End Date | The date the event concluded |
| Comment | Comments entered by the user when creating the event, or generated by the system for system created events. |
| Documents | Identifies the number of documents related to the event. When creating an event the user may link one or more related documents |
| Created by | The user who created the event |
Adding an Event
Please refer to one of the corresponding for instructions on adding an event:
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.
- Click the checkbox next to each document in the list that relates to your event, adding a check
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