Work Events

Creating a Work Event
[PRO TIP] At a minimum, the following records are required PRIOR to creating a Work Event: Customer Project or Global Project Template Team assigned to ...
Tue, 25 May, 2021 at 4:08 PM
Creating a Child Work Event
The two primary use cases for Child Work Events are: When a Work Event must be Verified (closed) with incomplete work.  This case is covered in the End of...
Tue, 13 Apr, 2021 at 3:09 PM
Editing a Work Event
Depending on the what field you want to edit and the Status of a Work Event, it may be edited via several methods. Find the Work Event Use the universal ...
Thu, 4 Feb, 2021 at 3:10 PM
Verifying (closing) a Work Event
A Work Event is verified after the assigned Service Provider has either completed the work or is no longer able to proceed and will not be able to complete ...
Thu, 8 Apr, 2021 at 11:01 AM
Canceling a Work Event
If a Work Event has been assigned to a Service Provider but the work is no longer required, the Work Event may be cancelled. Click the Cancel Work Event ...
Thu, 4 Feb, 2021 at 3:15 PM
Deleting a Work Event
Depending on the Status of a Work Event, it may be deleted. Prospective, Draft, or Published: Click the Delete button in the bottom right of the Details t...
Tue, 13 Apr, 2021 at 3:10 PM
Export Work Event in PDF Format
Once a Work Event is assigned to a Service Provider, the option to export the Work Event is presented in the Assigned Service Provider section at the top of...
Tue, 4 May, 2021 at 11:20 AM