Working with Events
- John Kostakos
- Megan Sproul
- Will Rensmith
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.
This page describes working with Basic Events. Please refer to the linked pages below for additional detail related to the following event categories.
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 linked to the event. When creating or editing an event, the user may link one or more related documents. |
Created by | The user who created the event. |
Viewing Event Details
Users may view additional details for an event listed in the Events tab.
To view an event:
On the Events tab, click the Open button for the event.
The Edit Event page for the event is displayed.
The Edit Event page displays the following information:
Field | Description |
|---|---|
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. |
Permit | If the event type is Public Notice - Draft Permit, select a permit. |
Compliance Action | If the event type is Pending Compliance Action, select a Pending Compliance Action. |
Comment | Comments entered by the user when creating the event, or generated by the system for system created events. |
Send Notifications (if configured) Checkbox | Checking this box will trigger a notification for the event as long as a System Action has been configured for the corresponding functional area / “Event Added” trigger. (See System Actions and Notification Templates) This field may be defaulted to ‘checked’ in configuration of the Event Type “Notify Parties” Checkbox Checked by Default Upon Adding Event.
|
Link Documents to Event | Provides a list of documents that are, or can be, linked to the event. 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.
Managing Events
Adding a New Event
To add a new event:
Navigate to the desired functional area record such as a submission, permit, evaluation, or compliance action.
Click the Events tab for the record.
Click the Add Event button.
A list of event types is displayed for selection.
Click on the desired event type.
An event entry screen is presented for the selected event type
See the corresponding event type below for information on adding/maintaining the specific event type.
Adding a Basic Event
To add a new basic event:
Follow the steps above to to add a new event.
Enter a Start Date and End Date.
Indicate the specific linked Permit (this only appears if the event type is Public Notice - Draft Permit).
Enter Comments to describe the event.
Select linked documents (see links below)
Click Save.
Upon saving, the event is added, the Edit Event page closes, and the Events List tab displays the newly added event.
Adding a Public Notice
To add a new public notice, follow the steps above to add a new event and select Add Public Notice. For additional details about public notice events, see Public Notice Events - Internal Administration.
Adding a Site Inspection
To add a new site inspection, follow the steps above to add a new event and select Add Site Inspection. For additional details about site inspections as events, see Site Inspection Events.
Adding/Changing Document Links
To link (or un-link) a document:
When adding a new event or editing an existing event on the Edit Event page, scroll down to the Linked Document section.
Click to check the checkbox for each document you would like to link.
Click to clear the checkbox for each document you would like to unlink.
Click Save.
Upon saving the link changes, the Edit Event page closes, and the Events list is refreshed.
Editing an Event
The ability to edit an event upon opening will be based upon user permission and status of the entity.
To edit an event:
Follow the instructions above to View the Event Details.
Modify the event fields as necessary.
Change document links as necessary.
Click Save.
Upon saving, the event changes, the Edit Event page closes, and the Events list is refreshed.
Managing Public Notice Events
Public notice events are used to create public notice records that are published to the public site for review and comment. Public notice events are only available for submissions.
See Public Notice Events - Internal Administration for information on managing public notice events.
Managing Site Inspection Events
Site inspection event are used to create a planned inspection related to a submission, permit, site or evaluation. When creating a site inspection event, a new new evaluation record is created which may be accessed directly from the Event list.
See Site Inspection Events for information on managing site inspection events.
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