Events
Record an event, inquire into it, evaluate it and close it with QA sign-off.
Tasks
Do a task
Lifecycle
Select a status to see who acts there and the article for that step.
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1Created
CreatedStatus 1 of 6
- Who acts
- Coordinators
- What happens
- The event is saved here. A Coordinator signs to send it on to Under Inquiry.
- Signature
- Yes
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2Awaiting Preliminary Reviewer sign-offOptional
Awaiting Preliminary Reviewer sign-offStatus 2 of 6
- What happens
- Not used on every event.
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3Under Inquiry
Under InquiryStatus 3 of 6
- Who acts
- Inquiry officers
- What happens
- Fill in and save the Inquiry Form, then sign to move the event to Under Evaluation, or send it back to Created.
- Signature
- Yes
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4Under Evaluation
Under EvaluationStatus 4 of 6
- Who acts
- Reviewers
- What happens
- Sign to move the event to Awaiting QA sign-off, or send it back to Created or Under Inquiry with a reason.
- Signature
- Yes
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5Awaiting QA sign-off
Awaiting QA sign-offStatus 5 of 6
- Who acts
- QAS
- What happens
- Sign to close the event, or send it back to Created or Under Inquiry with a reason.
- Signature
- Yes
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6Closed
ClosedStatus 6 of 6
- What happens
- The event is complete; its status button is greyed.
- Signature
- No
Select a status above to see who acts there.
Other moves
- Send backUnder InquirytoCreatedInquiry officers, with a reason.How an event moves from Created to Closed
- Send backUnder EvaluationAwaiting QA sign-offtoCreatedorUnder InquiryReviewers and QAS, with a reason.How an event moves from Created to Closed
A dashed status is not used on every record.
Status names and colours as Complere shows them.
The whole workflow, step by step: How an event moves from Created to Closed
Who can do what
Who can take the key actions. A status name in a cell means the action is allowed in that status only.
| Your system role | Named on the event | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Action | Administrator | Supervisor | Regular User | Read Only User | Initiators | Preliminary reviewers | Coordinators | Inquiry officers | Reviewers | QAS |
| Create an event How to: Create an event An event template is needed. | Yes | Yes | Yes | No | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action |
| Change the event's details | Created, Awaiting Preliminary Reviewer sign-off | No | No | No | Created, Awaiting Preliminary Reviewer sign-off | Created, Awaiting Preliminary Reviewer sign-off | Created, Awaiting Preliminary Reviewer sign-off | No | No | No |
| Sign to send on from Created Read: How an event moves from Created to Closed | No | No | No | No | No | No | Created | No | No | No |
| Sign the preliminary review Read: How an event moves from Created to Closed | No | No | No | No | No | Awaiting Preliminary Reviewer sign-off | No | No | No | No |
| Fill in and save the Inquiry Form How to: Fill in the Inquiry Form of an event | No | No | No | No | No | No | No | Under Inquiry | No | No |
| Sign to move the event on How to: Sign an event as Reviewer or QA Inquiry officers sign once the Inquiry Form is saved. | No | No | No | No | No | No | No | Under Inquiry | Under Evaluation | Awaiting QA sign-off |
| Send back with a reason Read: How an event moves from Created to Closed Inquiry officers send back to Created; Reviewers and QAS to Created or Under Inquiry. | No | No | No | No | No | No | No | Under Inquiry | Under Evaluation | Awaiting QA sign-off |
Every action, status and role — Quality Event Management: who can do what