Events
Usage
This screen allows you to create new events, as well as maintaining existing events that are stored on the system (an example of an event could be a disciplinary meeting).
Event Maintenance
1. To add or edit details of an
event that has already been created, select
it by double clicking on the required
event.
2. The selected event is highlighted in
grey and the fields that are available for editing are displayed.
3. Add or edit the required details in the visible fields for the specific
event.
Code: Is the unique identifier for the
event set by the user.
Description: The name of the event.
Type - Occurrence: Use when the event is to designate when something is completed and defaults the acknowledged checkbox to true.
Type - Reminder: Use when the event denotes something that is upcoming/needs renewing. This will show in the event viewer upon log in, the number of warning days before the end date of the event and the acknowledged checkbox will default to false.
Default expiry and expiry period: This will automatically generate an end date when the item is added to a staff record, useful for items
that need renewing over specific periods.
Date only: Requires only date entry in Staff Maintenance, meaning times are no longer added.
End not required: Primarily for qualifications that once achieved do not expire, meaning they have no end date.
Warning Days: The number of days before the end date that this will display as expiring in the dashboard.
Other Code: Is used for reference to link with external systems.
Soft form: Allows you to attach a previously created soft form to the event - created in Admin > Soft Forms.
Template: Used to attach a document template if required for mail merge -
created in Admin > Templates.
Valid From: The date the
event is available for use.
Valid To: The date the
event expires and is no longer available for use.
Security Group: Choose
which security groups have access to the
particular Event.
4. Click on the Save button at the top of the screen.
Creating a New Event
1. Click on New at the top right of the screen.
2. Fill in the details for the event and specify which Security Groups have access
to it.
3. Click Save
Note: The event should now appear in the list of
events when accessing this screen.
Deleting an Event
1. Select the event by double clicking on the required event.2. The screen will change to show the details of the selected event.
3. Click delete at the top of the page .
4. Click DELETE to the delete message.
Items Management Dashboard - Event
All Events have the ability to be flagged as expiring/expired via the Items Management dashboard. They all have a number of warning days and staff will be alerted when new items are added to their record. There is also the ability to mark items so expiry is ignored (if a job role changes for which that specific item is no longer required). By selecting this option, the item will not flag for that staff member in the dashboard.Go to Dashboards to select Options within the Items Management dashboard, and view.