Event Status Customization

Event Statuses are selected when adding or editing an event under the Events tab in the Enterprise, Project or Independent Release pop ups.

Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on.  Events can be viewed in the Release Calendar by toggling the Event radio button under Release Details. They can also be viewed in Event Reports.

Toggle Event tab on using the Event Management Customization.

Add an Event Status

To add an Event Status:

  1. Go to Settings > Customization > Releases.
  2. Click Event Status.
  3. Click Add Field.
  4. Type the new Event Status in the Value field.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Edit an Event Status

To edit an Event Status:

  1. Go to Settings > Customization > Releases.
  2. Click Event Status.
  3. Click to select the Event Status.
  4. Click Edit Field.
  5. Edit the Event Status in the Value field.
  6. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Sort Event Statuses

Sort Manually

Sorting Event Statuses manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Event Statuses manually:

  1. Go to Settings > Customization > Releases.
  2. Click Event Status.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Event Status.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Event Statuses by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Releases.
  2. Click Event Status.
  3. Click a column header.
    The Event Statuses will revert to their previous order when you click away from the Customization page.

 

*NEW* Delete or Replace an Event Status

Deleting an Event Status will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing an Event Status will replace it in existing Release records.

To delete or replace an Event Status:

  1. Go to Settings > Customization > Releases.
  2. Click Event Status.
  3. Click to select the Event Status.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Event Status from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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