Create Event Types for event-based forms

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 the Event Logs module. If you subscribe to Helm CONNECT Jobs, Event Logs is already included. If you subscribe to other Helm CONNECT products, you can add Event Logs as a stand-alone module.

Event types are used differently within the different product lines.

For customers who also subscribe to Helm CONNECT Compliance, events can also be used to trigger event-based forms.

Create event types

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

To create a new event type

    1. Go to the SetupEventsEvent Types tab.
    2. Click New Event Type.
    3. In the Name field, enter a name for the event type.
    4. (Optional) In the Spaces field, select a work space where you want this event type to be available.

      Note An 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.

    5. (Optional) In the Tags field, add existing tags or create new ones. Tags are useful for filtering and reporting.
    6. Click Save Changes.
    7. (Optional) Configure custom fields for your event type if required.

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Configure custom fields for event types

If you need to add functionality to your event types, you can do this by creating custom fields.

To configure custom fields for event types

  1. Go to the Setup > Events > Event Types tab.
  2. From the list on the Event Types tab, click the event type you want to configure, then click the Configure button.
  3. Define the custom fields as required, then click Save Changes.

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Note If 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 custom fields, you can do the following:

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

    Note Depending 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.

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