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New

An Event only gets placed in the new stage when any user with ACT Permissions creates an Event from the ACT > Events > In Process folder.

Any Event created using a desktop shortcut will be sent to either the Collaboration or Approval stage, depending on the configuration of the Event Form on the Shortcut. 

Below are the guidelines for the New Stage.

Below are the guidelines for the New Stage in the In-Process folder, not for the Shortcuts. 

  • The Originator must complete all required fields on the Event details tab at a minimum to submit an Event.
  • The Originator must select an Event form to start the Event workflow.
The Event workflow will pre-populate default Collaborators, Approvers, and Implementers based on the Event Form chosen.
  • The Originator will select a Team Leader while creating a new Event.
  • The Team Leader is the final Approver of any Event.
  • A user can track current status of any Event created by them by clicking the ACT Events link from the Frontline Desktop Quick Links section. The user can see all open Events that they have submitted, from the time they are first created until they are closed-out upon completion of all action items.
  • The Send Event Notices feature can be used to notify anyone impacted by the Event and can only be sent out once per Event. Anyone sent an Event notice will be required to review the Event summary and acknowledge the Event by signing-off from their Frontline Desktop Training tab.

This feature is useful to help people learn from the Event or to communicate complete Events such as audits or deficiencies found

Event Shortcut Overview

Shortcuts appear under the shortcuts tab of Frontline Desktop. They are given appropriate titles and descriptions, so that a user can easily identify the type of Event they are creating.

The designated Event Team Leader can add / update attachments, equipment, Approvers and collaborators if necessary, and close it out when all action items have been completed.

Users without ACT module permissions can create an Event by using a desktop Event shortcut. To learn more, see our ACT Settings: Event Shortcuts Article.