Add an event

Add events from a site to track planned activities. Events appear in the Events section of the Site home page.

Add a one-time event

1. Open the site home page.

2. Go to the Events section.

3. In the section toolbar, select Add.

4. Complete the form. Required fields are marked with a red asterisk (*).

5. Select Save.

The event appears in the Events section.

Recurring Events

Create recurring events for ongoing occurrences such as preventive maintenance procedures. Individual instances of the Recurring Event are stored on a master event. The master event appears in the Events section of the Site home page, and each instance of the Event includes its own data, Projects, and To-Do assignments.

Only event instances appear in To-Dos. Master Events do not appear in To-Dos. Event instances only appear in To-Dos if both the Event instance and the Master Event have Active statuses.

Once a Recurring Event is created, some attributes cannot be updated. Recurring Events cannot be changed to One Time Events and vice versa. The Event instance's repetition cadence cannot be changed (e.g., from months to weeks). The Master Event's Start Date and Due Date cannot be changed.

The number of recurring Event instances can be extended but not reduced. You must manually cancel instances or leave them in Inactive status and complete the Recurring Event.

Add a recurring Event:

1. Navigate to a Site home page.

2. Scroll to the Events section.

3. In the toolbar of the Events section, click Add.

   A new window appears.

4. Complete the form, including the following information:

   • Event Status: This field is the Master Event status and determines whether Event instances appear in To-Dos for assigned users.

   • Due Date: The due date of the first Event instance. Subsequent due dates are calculated based on data entered in the Recurrence section.

   • Responsible Group: The group responsible for taking action on the Event.

   • Description: Information describing the Event (e.g., check hydraulic cables for leaks).

5. Select the check box in the Recurrence field.

   The form expands to display the Recurrence section.

   You can create a maximum of 100 instances of a Recurring Event.

6. Complete the Recurrence section of the form. Required fields are marked with a red asterisk (*).

   Select the Autocomplete check box to set the Master Event to be automatically marked complete when there are no more Active or Inactive instances of the Event.

7. When the form is complete, click Save.

   The Recurring Event appears in the Events section of the Site home page.

You can perform various actions on the Event by clicking the menu stacks button next to the Event in the Events section.