From the Manage All Compliance Events task, you can manage any event, both those that you generate using a recurring schedule, and non-recurring events that you manually enter. You can also manage events having any Event Status. For example, if needed, you can adjust the schedule for a Scheduled task that has not yet begun. Or, you could update the status to Completed and Verified for a Completed event that has just been verified.
If you are entering and updating the status for your events, the events are highlighted to help you identify events having a specific Event Status, or events that have not started or completed on schedule (missed and overdue events.) See Highlighting.
You can add documents, communications logs, or notifications for an event.
Note: Whether and for how long you are able to edit events with the Event Status Closed depends on how your System Administrator has set up the application parameter to edit closed events (Events_DaysAllowEdit_AfterClose). This parameter can be set so that you can edit a Closed event at any time, regardless of how long it has been closed, or, it can be set to specify a certain number of days after it is marked Closed that editing is allowed. See Application Parameters for Compliance Management.
The following table describes the work you can do from each of the tabs on the Manage All Compliance Events task:
Tab | Task | How To |
Select Event |
Select any event to work with it on the other tabs. Update multiple events with the same information. Update a single event. Export the list of events showing in the grid to a word document (by clicking DOC) or to an Excel spreadsheet (by clicking XLS). |
|
Define Event | Add a new non-recurring event or edit any existing event. | Adding and Editing Events for a Requirement |
Documents | Associate a document with the event. For example, attach a scanned, signed completion certification for this event. | Adding Document for Compliance Records |
Communications Log | Add a communications log for an event. For example, add a communications log stating the date that you submitted the paperwork for renewal of a Stormwater and Industrial Discharge permit for one of your facilities. | Adding Communications Logs for Compliance Records |
Notifications | Add or remove a notification for an event. | Adding and Removing Notifications for Events |
To help you locate events by their Event Status, or to identify events that have not started or completed on time, this view highlights events. You must be entering and updating the status for your events to use the highlighting feature.See Updating Event Status and Closing Events.
The following describes the highlighting.
Highlight Color | Description |
---|---|
Red | These are Missed events. Missed events have not been completed on schedule. Missed events are those where the [Date Scheduled End] has passed and the Event Status is either Scheduled, In Progress, Stopped, or On Hold. Events that are Canceled, Completed or Closed are not included as Missed Events Missed event color overrides Overdue color. That is, if an event qualifies for both statuses, it is shown as missed, not as overdue. |
Orange | These are Overdue events. Overdue events have not started on schedule. Overdue events are those where the [Date Scheduled Start] has passed and the Event Status is Scheduled, On-Hold, or Stopped. Events that are In-Progress, Canceled, Completed or Closed are not included in Overdue events. |
Blue | These events are In Progress |
Green | These events are Completed or Closed. |
To select an event:
The Select Compliance Event to Manage pane shows all events sorted by the Date Scheduled Start (descending order), Event Status, and Event Title.
The Select Compliance Event to Manage pane shows the events for the selected requirement.
The Define Event tab becomes active.
You can update multiple events with the same information.
To update multiple events:
The Update Compliance Events form appears.
Event Status | Select the current status for the event. Keeping Event Status current is critical, so that notifications are not sent in error, and to ensure that reports that capture missed and over due events are accurate. |
Responsible Person | Select the employee (such as the Compliance Program Coordinator) responsible for this event. When the Compliance Program Coordinator logs in to their tasks, they see only the requirements and events for which they are entered as the Responsible Person.When managing events, you can search by the Responsible Person to locate events assigned to that employee. You can also generate reports to show requirements or events for a selected Responsible Person. |
Date Scheduled Start/Date Scheduled End | Select the dates the event is scheduled to start and end. |
Regulatory Contact | Select your contact at the regulatory agency for this event's requirement. |
Vendor Code | Select the vendor you use for this requirement. |
Date Started/Date Completed | Select the date the event was started and the date it was completed. |
Date Completion Required | Select the date by which the event must be completed. |
Date Closed | Enter the Date the event was Closed. |
Discussion | Add any notes for the event. |
To update a single event:
The Define Compliance Event form appears.
Event Title | The unique identifier for the event that helps users locate it. |
Regulation | Select the regulation for the event. |
Compliance Program Code | Select the compliance program for the event. |
Requirement Code | Select the requirement for this event. |
Requirement Type | Select the type for this requirement from the predefined list. The Requirement Type appears in the drill-down selection list to help identify it to users. |
Description | Enter any notes to further identify this event. |
Do Not Reschedule? | By default, this is set to Yes when you enter an event manually, but you are able to change this setting. Select Yes if you want this event to remain if events are regenerated. Select No if you want this event to be removed when events are regenerated. |
Date Scheduled Start/Date Scheduled End | The dates for which this event is scheduled to start and end. |
Description | A further description of the event. |
Event Status | Select the current status for the event. Keeping Event Status current is critical, so that notifications are not sent in error, and to ensure that reports that capture missed and over due events are accurate. |
Responsible Person | Select the employee (such as the Compliance Program Coordinator) responsible for this event. When the Compliance Program Coordinator logs in to their tasks, they see only the requirements and events for which they are entered as the Responsible Person.When managing events, you can search by the Responsible Person to locate events assigned to that employee. You can also generate reports to show requirements or events for a selected Responsible Person. |
Regulatory Contact | Select your contact at the regulatory agency for this event's requirement. |
Vendor Code | Select the vendor you use for this requirement. |
Date Started/Date Completed | Select the date the event was started and the date it was completed. |
Date Completion Required | Select the date by which the event must be completed. |
Date Closed | Enter the Date the event was Closed. |
Date Verified | Enter the Date the event's completion was verified. |
Discussion | Add any notes for the event. |
Hold/Cancel Reason | If you change the Event Status to On Hold or Canceled, enter the reason for doing so here. |