To create a new Event we will first need an Event Type, if you have not created one already these can be added from Events > Manage Event Types and selecting Add New Event Type.
Once an event type has been created, you can create a new event by navigating to Events > Manage Events and selecting the Event Type:
Then, select Add from the lower right.
Details Tab
Basic Details
- Name
The name for the event. - Code
Assigning a code to the event is optional. - Externally Awarded
Select if this is externally awarded, and if so by which external body type.
Expiry
- Open Ended
Open ended activities will remain active until they are ended by a rule or manually. - Closed
Closed will allow you to set a default duration, enable extensions, enable manually set of expiry and allow you to set a period classed as 'expiring soon'.
Terms of Acknowledgment
- Terms of Acknowledgement
Terms of Acknowledgement is optional and the recipient will acknowledge this information prior to being awarded the event.
Permissions Tab
The Permissions tab defines who is authorized to perform specific functions, including:
- Request Permissions
- Approve Request Permissions
- Award/Deny Permissions
- Add To Working Towards Permissions
- End Permissions
- Reactivate Permissions
You can also set if any of the involved individuals are required to provide and E-Signature and also whether Exceptions are allowed for this Event - if selected an Exception Configuration will need to be provided.
Groups Tab
The groups tab sets out which groups the event can be applied to, you may want to restrict certain events to only individuals within a certain job role for example.
Rules Tab
Each event can have a set of rules, with each rule having a rule outcome:
- Award
- Add To Working Towards
- Remove From Working Towards
- Flag For Review
- Reactivate
- End
And each of these outcomes have a rule action:
- Automatic
- Recommended
For simplicity, let's create a new Recommended Award rule:
Once confirmed you will see that the new rule has been created:
Conditions for Applicability of Rule
This condition filters the people that can be applicable to the rule and can be as simple as "Is Anyone". In many cases the rules will be created per job role, with the condition being that the individual is in Job Role. Multiple applicability conditions can be created per rule.
Conditions for Award
Conditions for award can include a list of items that the individual must fulfill before being awarded the event, and this will be either as a Recommendation or Automatically, based on the Rule Outcome selected.
For this example we will create the Applicability and Award conditions to 'Is Anyone':
Once we have at least one rule we can save the Event and it will be ready to be awarded to anyone who is applicable from their Event Report:
