Job Event Browser and Event Tab

Button

Description

New

New. Click the main button for creating a new pre-defined event or open the dropdown menu for selecting between:

Pre-Defined event

Non-Defined event.

For more information, see “How to Manually Create Events” section below.

Edit

Select a job event and click to edit.

Start/Stop

Select one or more job events and click Star/ Stop to start job events that are “on hold” or pending or turn events that are “in progress” into “pending” status.

Note: When an event is started, the system assigns it to the user that performed the action.

Complete

Select a job event and click to set it as completed.

Cancel

Select a job event and click to cancel it.

Assign To Me

Select one or more job events and click “Assign to me” for committing job events to your name.

Note: It is possible to define a user role into the job event. In this case, only users with the selected user role can be assigned to the job event.

Link Events

Select two or more job events and click “Link events” to create relationship them.

See the section “Linking Events” below.

More actions

Click the drop-down menu for exporting the data in this browser as a CSV or a PDF file.

Field

Description

Event type

Displays the event type name. This field is read-only.

Status

Shows the status of the job event. This field is read-only.

Priority

The priority is originally defined in the event type configuration but can be edited here.

Event in alert status

If there are any issues in the event, iQuote puts it in Alert state. This parameter is read-only.

For more about alerts see the “Alerts” section below.

Alert text

When an event is set in alert status the, the system populates this field with information on what are the event issues.

This field is read-only.

User role

Indicates the user role responsible this event. This field is read-only.

Assigned to

Select or change the user the event is assigned to.

Due date

Depending on the event type configuration the due date is automatically calculated. Enter or change the values in these fields for defining a fixed due date.

Fixed due date

Check this parameter to automatically fix the due date option when the event is created.

Note: When the user enters a value in the field “Due date”, this parameter is automatically selected, but it remains editable and can be manually unselected.

On hold

Check this parameter for changing the event status to “on hold”.

Note: When this parameter is selected a new field opens in this screen. In “On hold reason”, type in the relevant information on why the event has been put on hold.
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