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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 corresponding event categories.

Events List 

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

The Events list displays the following fields:

FieldDescription
SourceThe source of the event—either User created or System created.
Event TypeThe event type, which will vary based on system configuration.
Start DateThe date the event began.
End DateThe date the event concluded.
CommentComments 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 byThe 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:

  1. On the Events tab, click the Open button for the event.
  2. The Edit Event page for the event is displayed.

The Edit Event page displays the following information:

FieldDescription
Event TypeThe event type, which will vary based on system configuration.
Start DateThe date the event began.
End DateThe date the event concluded.
CommentComments entered by the user when creating the event, or generated by the system for system created events.
Link Documents

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.

Adding an Event

To add a new event:

  1. Navigate to the desired functional area record such as a submission, evaluation, or compliance action.
  2. Click the Events tab for the record.
  3. Click the New Event button.
  4. In the Event Category field, select Basic Event.
  5. Select the desired Event Type. 
    Note: Available event types vary depending on configuration
  6. Enter a Start Date and End Date.
  7. Enter Comments to describe the event.

To link (or un-link) a document: 

  1. When adding a new event or editing an existing event on the Edit Event page, scroll down to the Linked Document section.
  2. Click to check the checkbox for each document you would like to link.
  3. Click to clear the checkbox for each document you would like to unlink. 
  4. Click the Save button.

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:

  1. Follow the instructions above to View the Event Details.
  2. Modify the event fields as necessary.
  3. Change document links as necessary.
  4. Click Save. Upon saving the event changes, the Edit Event page closes, and the Events list is refreshed.

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