Event Definitions

The Work Order Events & Data section within the Workflow explains how events and data fields are defined once a workflow is created.

Creating a New Event

Additional Actions:

The events now appear as follows:

The icon indicates that this event is required to be populated (either with a date or NA) before the work order can be closed. In order to update other details like workflow, functions, etc to an event. 

Click on any event. The following window will appear:

Assigning Services to an Event

Select the appropriate services for this event and click on the 'Update' button.

Assigning Customers to an Event

Select the appropriate customers for this event and click on the 'Update' button.

Assigning Shipment Type to an Event

Select the appropriate shipment type for this event and click on the 'Update' button.

Assigning Role Access to an Event

Select the access level from the drop-down for the appropriate role for this event and click on the 'Update' button.

*Info Only event cannot be used with Start Event, Required Event, or Notify Customer.

Assigning Workflow to an Event

Enter the username in Users to Notify text box if the customer is to be notified by email when the event is updated and click on the 'Update' button.

Assigning Delay Tracking to an Event

Select Tracking Type and action from the drop-down menu if applicable to the event and click on 'Update' button. See Delay Tracking.

Editing an Event

Click on the  icon on the right end of the row to edit the event. The following window is displayed: 

Additional Actions

Click on the 'Save' button to save changes to the event definition.

Deleting an Event

Click on the icon if the event is to be deleted. A confirmation dialog box appears as follows: 

An event cannot be deleted if it is used in one or more work orders. Force Delete checkbox under Additional Actions can be selected to remove this event from all work orders as well as reports where it is used.

Click on the 'Delete' button to delete the event and all data associated with it.