Set Up Event Types

This article explains how to set up event types in Helm CONNECT.

Event Types

You need the Logbook module in order to create and use event types. This module is included with Helm CONNECT Jobs and is also available as a stand-alone module for customers who have Helm CONNECT Maintenance, Helm CONNECT Compliance, or Helm CONNECT Personnel.

Event types are used differently within the different product lines.

Customers who subscribe to Helm CONNECT Compliance plus the Event Logs module can use them 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 Setup > Events > Event 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 the space or spaces in Onboard > Logs where you want this event type to be available.

   Notes

   • If a particular space doesn't have any event types assigned to it, the Event option won't be available when you click the Log a new event button in that space in Onboard > Logs.
   • If you have the Logbook module, all event types will be available on the Onboard > Logs > Logbook tab, regardless of which spaces they're assigned to.
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.

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, select the event type you want to configure, then click the Configure button.
3. Define the custom fields as required, then click Save Changes.

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.