View Event Status Changes

When an event status is changed, the information is recorded in the Audit Log. In addition, the Firm Date and Decision Date fields on the Edit Event window are updated when certain rules are met when the event status changes.

View Event Status Changes in the Audit Log

To view the event status change information in the Audit Log:

  1. Click the Events link from the Main Menu. The Events page opens.
  2. Select the event with the event status change information you want to view.
  3. Right-click and select Tools -> Audit Log. The Audit Log page opens.
  4. Expand the Advanced Search section.
  5. Select Event in the Transaction Class drop-down.
  6. Select Event Status Change in the Transaction Type drop-down.
  7. Click the Search button. A list of the event status changes for the event display with the date and user who made the change as well as the original and changed status values.

Firm Date and Decision Date

The Firm Date and Decision Date are fields available on the Edit Event window. You may need to add these fields to your  window layout if you do not see them. 

The Firm Date defaults to the date the event is set to a status with a status weight equal or greater than 30. In Enterprise, any status with a weight equal to or greater than 30 is considered a Firm status.

The Decision Date field is automatically set based on the following rules:

  • If an event is added with a status less than or equal to a status weight of 30, the Decision Date defaults to the current date.
  • If the event is added with a status greater than a status weight of 30, the Decision Date defaults to the event start date.
  • If the event status is changed from a status with a status weight less than 30 to an event status with a status weight greater than or equal to 30, the Decision Date updates to the current date.
  • If the event status is changed from a status with a status weight greater than or equal to 30 to an event status with a status weight less than 30, the Decision Date does not update.
  • If the event is cancelled, the Decision Date updates to the current date.
  • If the event status is changed from a status with a status weight greater than or equal to 30 to an event status with a status weight greater than or equal to 30 (but not cancelled), the Decision Date does not update.

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Comments

7 comments

Date Votes
  • Kris Corrigan

    is it possible to create auto messages as to when an event goes firm that the contract needs to be raised, and also if the contract hasn't been raised after a period of time via the contract module is there a way to message the member of staff to notify them of this.

    0 upvotes

  • Sean Tame

    Hi Kris,

    There is a flag on the event to determine if the event should have a contract or not.  (You can set the default state of this flag via Org Parm EM840).  Then you can have a View of the Event Master with both the 'Events Without Contracts' flag and the 'Contract Required' flag set to Yes (in addition to status filters if required).

    This gives you an up to date list of those events that you should be generating contracts for without the need to be generating messages in the system.

    0 upvotes

  • Kris Corrigan

    Hi Sean

    Thanks for this, we use the 'contract raised' flag but this is a manual input of entering in the tick within the box when the contract is raised I was wondering if this can be auto and I was looking to see if an trace of some sort can be made to show that the contract still hasn't been raised after a certain time after the event went to a firm status.

    Thanks

    Kris

    0 upvotes

  • Maggie U.

    Hi Kris,

    One possible solution would be to add a checklist to the event when the status is changed to firm.  The user who changes the status would have to manually add the checklist - it wouldn't be automatically added when the status was changed.  But the checklist could then be configured to have an activity created to X number of days after the current date as a reminder to raise the contract. 

    Thanks,
    Maggie

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    Hi Kris,

    We have some custom code for creating activities/traces (when event status changes, invoices are raised that sort of thing). Maybe raise it at the user group later this month, happy to share.

    Thanks

    0 upvotes

  • Kris Corrigan

    Thanks Lee

    0 upvotes

  • Kris Corrigan

    Thanks Maggie

    0 upvotes

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