Filtering for chosen Events

Use both the Industry Groups (Created in the Industry Groups Screen) and the Event Category and Type Groups to filter your selection of list items.   For more information on our Filtering and Grouping System, Click here

Adding Events

To add an event to track, select an Industry from the <Industry NO> or <Industry Name> list boxes, click Add New.  This opens the New Event Pick Box, where you choose the Event Category and Type. Then the Event Details screen for that Event Type opens. Complete all the fields, and then click Save.

View or Modify

To view or modify the Event, open the Details Screen by clicking on the <Details> Button and click on the Edit Button. 

Follow-up Events

When an Event is completed, a follow-up event is created. This is user-configurable in Event Admin, Configurations Tab, Local Configurations, All Events.

Create follow-up Events how?  Choices are: Automatically, Prompt, or Never.

Create follow-up Events based on?  Due Date or Complete Date.

These settings apply to all types of Events, and to the currently logged on user if Linko is configured with the Security feature. Without Security, they apply to the local computer.

Buttons

Action performed

Complete All

Allows you to add the Completed date for every event on the screen at one time.

Update Due

Mark all Incomplete Events with new Due Date. Clicking this control opens this window:

Enter the Due Date you want to change the Event to.

Delete

Delete an event.

Close

Closes the screen, returns to the Main Menu

Auto Schedule

Goes to the Auto Scheduler screen where events may be scheduled for multiple Industries at one time

Calendar

Opens the Calendar view.  The default view is for the current month

Record Selectors

Standard Record Selectors allowing you to move between displayed Events.

Status Bar

Reduced Status Bar allowing you to view a Calendar, Reports, a Calculator, Contact Information, or create a new Phone Log Event.

Filter Criteria

Description

Select by:

Industry: Allows you to select, and work with events for a single Industry one at a time.

Group: Allows you to select, and work with events for a whole group of Industries at the same time.  These groups are created in the Industry Groups Section of the software

Group

Displays the Group name of the Industries associated with the events displayed.  Displayed only when using "Select by: Group" mode

Industry No                   

Displays the number of the Industry associated with the events displayed.  Displayed only when using "Select by: Industry" mode

Industry Name

Displays the Industry name of the Industry associated with the events displayed.  Displayed only when using "Select by: Industry" mode

Due Date

Drop down box offering a list of time periods.  Choosing a time period limits the Events displayed to the ones that have a Due Date within that time period. The user can create a Custom Date range (See the Custom Date explanation in the List and Details View section of Common Features) or add / modify / delete Date Ranges available in the listing via the Quick View tab of Event Administration.

Category

Choose the Category Group for the events.  Customize a Category with more than one Type of group by creating a new group using Group/Filter.

Category / Group

Choose the Event type Group that you would like to filter on.  These can be customized by clicking on the Groups/Filter button above it

Group/Filter

Opens the Filter form to create and modify groups and filters.  For more information go to the Filter Form

Quick Filter

Access the Quick Filter function by a Right Click on a field of interest and sort for and select just the records you want to display.

Item

Description

Add New

Opens the create New Event Pick box to create a new event for the selected industry.  Users can select an event category and type for the event.  NOTE:  Only on Add New can a user create Pre and Post Notification Events.

Details

Opens the Event Details Screen. Complete Modifications by clicking on the Edit Button.

Industry

Displays the Industry Name associated with the events displayed

Event Category

Category of event.  Category determines the data fields that are displayed on the detail screen when the Details button is selected.

Event Type

The type of event.  E.g. sampling, inspection, receive report, etc.  Event types may be added to the drop down list via the Event Types of System Administration

Due Date

The date that this event is due to be completed.  This date is filtered on by the Quick View Due Date function

Completed Date

The actual date that the event was completed

Created by

User who created this event within the POTW

Performed By

User who is scheduled to perform this event or User who has performed the event

Violation Exists

Has a violation been created in association with this event?  You can create a violation for any event from the Event Details screen.  That violation is then associated or related to the event for the life of the event. Double-clicking this field when it has a red YES will take you to the Violations Management screen where all the violations for that event will be listed. Double-clicking this field when it is blank will ask you if you want to Create a Violation.

Late

If the event has not been done and is late, or if the event was completed late it will display a Yes.

Other Field Names and Config

The List View Config Link Allows you to select which fields are displayed, their order and settings. Event Management has a variety of additional Fields that can you can choose to display, including more complete Industry address info and Event information.

Industry No

The unique number assigned to the Industry

Event Comments

Your comments about the event; these will show up on reports.

Site Address 1 / 2

Lines for site information

State / Zip

The state and Zip code information for the Industry.

Assigned to

Shows the listing of POTW employees from the Personnel Tab in System Administration and one can be selected to indicate that the Event was assigned to them.

Complete

Will show NO if the event is not complete.

Internal Comments

Your comments. (8000 character max)

Attachments

Attach or view existing attachments by clicking the magnifying glass

Item

Action Performed

Pick a Facility / Industry No:

Choose the Industry you would like to create this event for.  This field will be populated with the current industry selected.  However, if the last screen that was being used, had a group selected, this item would need to be filled in

Pick a Facility / Industry

Choose the Industry by finding its name in the listing.

Pick an Address

Choose the Industry by finding its street address.

Pick an Event Category

Choose the event Category for the event.  Remember that the event category will affect the fields that will be displayed.  Once an event category is chosen, the Pick Event Type drop down list will be populated with only the event types that apply to the category

Pick an Event Type

Choose the event type that best describes the event you are entering.  If you do not see an event that meets your needs you can always add or modify event types in the Event Administration Details Screen

Apply

This button will open the corresponding event details screen to continue the event creation process

Cancel/Close

This button will cancel the event creation process and close the form