Advanced Helpdesk - Events

As a Task goes through its life cycle circumstances and information about the Task may change. This information can be recorded as Events against the Task so that all Users can record and view the lastest information about a Task.

Note: Concept Evolution can be from Task and User Preferences to automatically add Events to the Event Log when certain actions take place (e.g. Call Logged; Engineer Assigned). These Events will also appear in the Event log as Actual Events.

To create Event Types see Call Events

Task Management > Advanced Helpdesk - Events

The link will open the Advanced Helpdesk / Events 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 a Call Event.

Click to view - Event Fields and Descriptions

Field Name	Description
Event	From the drop down select the Call Event - these can be manually entered if required - for more information see Call Events.
Logged by	Auto populated with the name of the User who logged the Task.
Date logged	Auto populated with the date the Event was logged.
Event Type	From the drop down select the Event Type - there are two types of Events that can be logged against a Task - Actual or Planned. Planned Events have a due date set against them, these can then be actioned as they become due / occur.
Due date	If the Event is planned a due date can be entered - not applicable for Actual Events.
Actioned	If the Event is planned the box can be checked to indicate the Event has been actioned.
Date Actioned	If the Event is planned the Action Date can be altered - this will auto populate when the Actioned check box is ticked.
Financial Value	The financial value / impact of the Event.
Comments	Relevant comments relating to the Event.

Complete the fields and click Save and Close .