Open Events

To move an Event to the "Open" stage, every member of the Investigation team must approve it.

Once an Event report has been completed and the corrective actions have been assigned, all workers that are a part of the Investigation team must sign the Event to confirm that all of the information is accurate. Note that the process is similar on the mobile app.

Opening an Event.

To move an Event to the "Open" stage, it must be signed by every member of the Investigation team.

  1. Navigate to your Company page in the menu

  2. Select "Event Management"

  3. Click on the Event that you want to open

  4. Click on “Review” in the top-right corner of the page. If you have edited any consequences earlier, move on to step 5

  5. Review the newly reformatted Event and make any applicable changes by clicking on "Edit" at the bottom of the Event. If you edit the Event, you will have to click on “Review” again

  6. Once you are satisfied, click on “Send” in the top-right corner of the page to trigger a notification requesting signatures from each member of the Investigation team

  7. Confirm the action by selecting “Send” when the verification box appears. Note that once you send the Event, the content cannot be edited

  8. If you are a signatory, you can sign right away by clicking on your name in the signature section of the Event. Click on “Sign” when the pop-up box appears

  9. Once all signatories have signed, click on “Approve” in the top-right corner of the page. Confirm the action by selecting “Approve” when the pop-up box appears

💡 If the Event has any mitigating Tasks, you can track the Task count and the overdue Task count through the labels added to the Event, which are visible on the Event Management page.

💡 Don't know how to sign an Event? Find out how.