Event Type Reviewers/Approvers

Establishing reviewers/approvers for event types provides a mechanism for oversight and control of the events that are activated at your facility. Reviewers are authorized to directly activate an event that requires approval, as well as approve or reject an activation proposed by an unauthorized user. Upon activation, tasks associated with the event automatically become live Task Assignments in accordance with the event task configuration.  

Specify the event type and entity to set up reviewer/approver authorization. An individual reviewer can be assigned to more than one event type and multiple reviewers can be associated with each event type. An option is available to extend reviewer/approver authorization to the same event type at the entity's child (including descendents) entities.

Two forms can be used to identify event type reviewers/approvers:

Reviewers/approvers added to either form are displayed on both forms. Accordingly, any reviewer edits made on either form are reflected on both forms.

Tip:  Consider designating more than one reviewer/approver for each entity and event type combination to avoid possible activation delays in emergency situations. Ensure all reviewers/approvers have a valid email address to receive event tasking-related emails.

To assign event type reviewers/approvers

  1. Click Data Entry > Event Tasking > Event Type Reviewer in the Navigation Tree to access the Event Type Reviewers list.

    Select a Contact to open the Event Type Reviewer form.

  2. Click Add Event Type.

  3. Select an Enterprise Entity from the list.

  4. Click the Apply to Child Entities check box to extend the reviewer/approver authorization to all the descendents of the entity.

  5. Select an Event Type from the list and click OK.

    The event type assignment information is displayed as a line item in the Event Types section. Edit existing event type assignment information using the buttons adjacent to the line item.

  6. Repeat steps 2 through 5 to assign additional event types.

  7. Click the Save button on the form.