Creating / Attaching Event Types
Once Event Types have been created they can be attached to the relevant entities.
To create Event Types see Event Types
Entity - Events
The link will open the Entity / Event grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Event click New , to edit and existing Event click Edit . A pop up window will appear which will allow the creation or amendment of an Event.
Event |
From the drop down select the Event - for more information see Event Types. |
Logged By |
Auto populated with the User's name who created the Event. |
Date Logged |
Auto populated with the date and time the Event was originally logged. |
Event Type |
From the drop down select the Event Type from:
- Actual - the Event will auto populate the actioned date with the date the Event was added.
- Planned - the Event will contain a due by date, this can be completed at a later date and the actioned check box can be checked when required.
|
Date Due |
If the Event Type is planned a due date can be entered. |
Actioned |
If the Event Type is planned this box can be checked when the Event has been actioned (auto checked if the Event type is Actual). |
Actioned Date |
Auto populated with the date and time the Event was actioned. |
Comments |
Generic comments for the Event. |
Complete the fields and click Save and Close .