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, May 25, 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, Apr 13, 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, Feb 4, 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, Apr 8, 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, Feb 4, 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, Apr 13, 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, May 4, 2021 at 11:20 AM