event
In the Compliance application, events are specific occurrences of the actions needed for a requirement. These actions are typically generated from a compliance program requirement or contract term that has a recurring schedule associated with it. For example, an elevator safety program might have an event for monthly inspection of elevators that is generated from a requirement to inspect the elevators, or you may want to develop an event to remind yourself to pay the contractor. You can also assign events to compliance locations.
However, you can also manually add ad hoc events that do not follow a predictable schedule. These are referred to as non-recurring events. For example, you might choose to schedule a requirement to hold a fire drill each year at a time convenient for you, rather than automatically generating the date. Once you define events, you can receive notification reminders when their due date approaches.
Compliance surveys (a form of extended questionnaires) are assigned to requirements and contract terms, which specify a Responsible Party. When events are generated for requirements and contract terms, the user specified as the Responsible Party is assigned to the event and completes the questionnaire in either the Compliance Surveys mobile app or Web Central view as part of completing the event.
Extended questionnaires also take the form of maintenance checklists; in this case, generating the work order automatically generates the event. The event, holding the checklist information, is thereby linked to the work request so that when the craftsperson accesses their assigned work requests, they are able to access the associated checklists.
Compliance events are action items in the Activity Log table with the Activity Type of COMPLIANCE-EVENT; maintenance events have an Activity Type of MAINTENANCE - EVENT
See also