Lesson 9: Event Types

This lesson will show you how to set up your event types in Helm CONNECT.

Event Types

To create and use event types, you need to have Helm CONNECT Jobs or Helm CONNECT Maintenance plus the Event Logs module.

Event types are used differently within the different product lines.

Event types are categories for organizing the events that happen to or on your assets. Events happen in a single moment in time, where activities occur over a period of time. Events can also be used to trigger event-based forms for customers who also subscribe to Helm CONNECT Compliance (see Configure event-based forms). Events can be configured to appear in one or more work spaces in Onboard > Logs.

Creating event types

Go to the Setup > Events > Event Types tab to create and manage your event types.

There are two steps to the process:

  • Create and save your event type.
  • (Optional) Configure fields for your event type.

    SetupEventsEventTypestab_1.14.png

NoteAn event that is not assigned to a work space will not be available to crew in Onboard > Logs. If you don't have any event types defined at all, then the Event option will not be available under the Log a new event button on Onboard > Logs.

Configuring fields

In the list on the Event Types tab, click the item you want to configure, then click the Configure button.

SetupEventsEventTypes_configure2_1.14.png

NoteIf you don't configure the fields for a particular division, it will inherit the configuration from its parent division. You will need to change something in the configuration to enable the Save Changes button.

When configuring fields, you can do the following:

  • Add a field by dragging it from the list on the left to the panel on the right.
  • Specify whether or not a field is required by selecting or clearing the Required check box.
  • Remove a field by clicking the red X icon.
  • Add the custom field by clicking + Custom Field and completing the necessary details.

    NoteDepending on your permission settings, or the features your company subscribes to, you may not have access to custom fields. Custom fields are managed on the Setup > Operations > Custom Fields tab.

    SetupEventEventTypes_customfields.png

    SetupEventsEventTypes_datasources_1.14.png

Watch the video

Watch this video to see how to set up your event types in Helm CONNECT: