Sustainability & Risk / Compliance / Compliance Program Manager
Sustainability & Risk / Compliance / Contract Manager

Managing Events: Overview

Tracking and managing events -- the scheduled actions for the contract terms or requirements for your regulations, initiatives, or standards -- is critical to successfully manage your compliance efforts. Tracking events can be challenging because they are so numerous, and because completing these actions on time is so critical. The Compliance application enables you to generate events using a recurring schedule, and to manually enter events that do not occur on a predictable schedule. The application also includes a flexible notification system that enables you to define templates that notify stakeholders at critical points for an event, such as when the event is about to be due, missed, or overdue.

See:

• Assigning Notification Templates for Compliance
• Assigning Questionnaires to Field Inspectors

Note: You can generate events for both contract terms and compliance program requirements. The information in this topic applies to events for both contract terms and requirements.

Generated Events and Manually Entering Events

There are two kinds of events that you can enter and track:

• Generated scheduled events: These events occur on a predictable, regular schedule. You can use the application to generate these events by entering information that determines the Date Scheduled Start, Date Scheduled End, and Date Completion Required for the events. You can even generate an event that occurs only once, as long as you know when the event should occur. See Generating Events.
• Manually-entered events. You can manually enter events in the following situations:
  • Non-Recurring events: Occasionally, a requirement does not fit a predictable schedule. For these events, you can enter the requirement manually. For example, a stormwater drain regulation could require drain inspection throughout your property after rainfall exceeds a specified number of inches within a specified number of days. In this case, the inspection would be scheduled as an ad hoc, non-recurring event around the time of the expected heavy rain. See Non-Recurring Events.

  • Events for future, proactive compliance projects. For these events, a compliance manager could create manual, non-recurring events that are not immediately scheduled. These events could be managed in a similar manner to the Projects application. This could be done for small, informal projects for which you do not need the full features of the Projects application, or if you do not have a license for the Projects application.

    For example, in some situations, the compliance manager might determine that all access ramps at a site should be repaved within the next year or so. There is no immediate ADA issue, but condition is such that although compliant, it would be best to address this issue sooner rather than later. The manager could create a Compliance Program and associated requirements, and then manually create events with the Created status. The event status can then be then managed from Created through Budgeted, Planned, and Scheduled, using a typical but informal project workflow.

Tasks for Managing Events

The Compliance application provides tasks that enable you to generate events, add non-recurring events as needed, easily locate specific events, track and update their status, adjust the event's schedule as needed, manage missed and overdue events, and add notification templates to events.

Note: In addition to the below Web Central tasks, note that the Compliance Surveys mobile app presents all events assigned to you; as you process the items in the queue you will update the events. See Assigning Questionnaires to Field Inspectors.

The following table describes the tasks for managing events:

Task	Description	Learn More
Manage Compliance Requirement Manage Compliance Drill-Down Manage Contract Term Manage Contract Drill-Down	Generate scheduled events by entering information for the requirement and for the requirement's recurring schedule.	Define and Generate Scheduled Events
Show Compliance Events Calendar	To facilitate event tracking, the Compliance Events Calendar presents all events and their status by week, month, or year. You can highlight the events by event status, requirement priority, or requirement type.	The Compliance Events Calendar
Any event task: Filter console feature	The Filter consoles for the tasks that manage events include additional features to help you easily locate events. For example, you can show an additional Date Filter to restrict by date ranges that you define.	Using the Filter Console to Locate Events
Manage Non-Recurring Events	Add or edit events that occur on an ad hoc, rather than a regular basis. These events are manually added, rather than being generated from a requirement using a recurring schedule. You can review these events, edit them as needed, and associate documents, communications logs, and notification templates with the event.	Managing Non-Recurring Events
Schedule Compliance Events	Adjust the schedule or update information for upcoming events. From this task, you can work with events that were manually added or events that were generated from a recurring schedule.	Rescheduling Compliance Events
Update Status and Close Events	Update status for multiple events, or for a single event by marking events as Completed, Verified, or Closed. Keeping event status up to date is critical to prevent unnecessary email notifications from being sent, and to generating accurate reports. You can work with both events that you generated using a recurring schedule, or events that you added manually.	Updating Status and Closing Events
Manage Missed & Overdue Events	Update information for missed or overdue events, and associate documents, communications logs, or notification templates with the event, so that you can document your efforts to get these events back on schedule. You can work with missed or overdue events that you generated using a recurring schedule, or events that you added manually.	Managing Missed or Overdue Events
Manage All Compliance Events	Add new events or update any existing event. You can associate documents, communications logs, and notifications with the event.	Managing All Compliance Events
Manage Compliance Event Notifications	Add notifications for events that are active (that is, the Event Status is Scheduled, In Progress, In Process - On Hold, Canceled, or Stopped).	Managing Compliance Event Notification