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Working with Events

Working with Events

Overview

Events are managed on the Events tab of several functional area detail pages, including submissions, permits, evaluations, compliance actions, and sites. Events are used to track actions or changes associated with a functional area record.

This page primarily describes working with basic events. For information about other event types, see the Public Notice Events and Site Inspection Events pages.

Searching Events 

To manage events, navigate to the Events tab of the related functional area record. This tab lists all events associated with the record. Use the sort buttons or filters at the top of each column to locate a specific event. When using a filter, the list dynamically updates to display all events that match the entered value.

The Events tab

The Events tab summarizes event details in the following columns:

  • Source: The source of the event

  • Event Type: The event type

  • Start Date: The date the event begins

  • End Date: The date the event concludes

  • Comment: User-entered or system-generated comments related to the event

  • Documents?: The number of documents linked to the event

  • Created By: The user who created the event

Creating a Basic Event

To add a new basic event:

  • Navigate to the Events tab of the related functional area record.

  • Click the Add Event button.

  • When prompted, select the Add Basic Event option to open the New Event page. 

The list of available event types

  • Complete relevant fields. For more information on event fields, see the section below.

  • Click the Save button.

Editing a Basic Event

To edit a basic event:

  • Navigate to the Events tab of the related functional area record.

  • Click the Open button for the event to open the Edit Event page.

  • Make the desired changes, then click the Save button.

The following fields appear on the Edit Event page.

Field

Description

Notes

Event Type

The event type.

Available event types vary based on system configuration.

Start Date

The date the event begins.

 

End Date

The date the event concludes.

 

Permit

Permits related to the event.

 

Compliance Action

Compliance actions related to the event.

 

Comment

User-entered or system-generated comments related to the event.

 

Send Notifications

The option to trigger notifications for the event.

The availability of this field varies based on system configuration.

Notifications can only be sent if a system action has been configured for the corresponding functional area. For more information, see the System Actions and Notification Templates pages.

When creating event types, there is an option to automatically select this checkbox for new events. For more information, see the Event Types page.

Link Documents

Documents that are or can be linked to the event.

Documents with a check in the leftmost column are linked to the event.

Additional fields in the Link Documents table include Document Name, Description, Status, and Security Classification. A Download button also appears, which allows users to download documents based on their browser settings.

The ability to edit an event is based on user permissions and the status of the functional area record. 

Adding or Removing Linked Documents

To link or unlink a document: 

  • Scroll to the Link Documents section of the Edit Event page.

  • Select the checkbox for each document to be linked.

  • Clear the checkbox for each document to be unlinked. 

  • Click the Save button.

The Link Documents section

 

On this page

 

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