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 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 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 |
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
The event detail screen 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 |
| Comment | Comments 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 to the event. If documents which are related to the event they are displayed a the top of a list with a check in the leftmost checkbox column. Fields include Document Name, Description, Status, 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:
- Navigate to the desired functional area record such as a submission, evaluation, or compliance action
- Navigate to the Events tab for the record
- Click the New Event button
- In the Event Category field, select Basic Event
- Select the desired Event Type.
- Note: Available event types vary depending on configuration
- Enter a Start Date and End Date
- Enter Comments to describe the event.
Adding / Changing Document Links
To link (or un-link) a document
- When adding a new event or editing an existing event, scroll down to the Linked Document section in the event detail
- 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.
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 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 event details window will close, and the Events list will be refreshed.
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