Event Status Workflow
Now you can design and set custom workflow status flows for each incident (Event) type, assign or reassign owners on the fly, and trigger smart notifications - all with full audit tracking behind the scenes.
We're working on additional enhancements in this space and we'd love your feedback - get in touch to share your thoughts.
Now you can design and set custom workflow status flows for each incident (Event) type, assign or reassign owners on the fly, and trigger smart notifications - all with full audit tracking behind the scenes.
We're working on additional enhancements in this space and we'd love your feedback - get in touch to share your thoughts.
The setup of this functionality is applicable for Administrators and/or Administrators - Events. Contact your site administrator if you require access to this functionality.
The setup of this functionality is applicable for Administrators and/or Administrators - Events. Contact your site administrator if you require access to this functionality.
Configuring Event Statuses
To check what statuses have been created, or to create new statuses / edit existing statuses:
- Navigate to the Maintenance tab along the top ribbon menu.
- Select the Event module.
- Select Status.
The event module name is configurable, so may be called something else in your organisation - i.e. Incidents
The list of Statuses will be listed. To add a new Status, click the menu icon in the top-left hand corner then New Status.
To edit an existing Status, click the Pencil icon next to the relevant status.
Configuring Workflow
- Navigate to the Maintenance tab along the top ribbon menu.
- Select Events.
- Select Types of Events
- You'll see a new icon
amongst the icons to the right of the Event forms. Click this icon.
- Follow the prompts in the pop-up window.
- Step 1: Select which statuses are relevant for this Event type.
- Step 2: Select which statuses can transition to the other - e.g. Which status options do you want available when the record is in 'New'? In the screenshot above, if a record is 'New', then the only status changes available would be 'Being Managed' or 'Rejected'.
- Click Save.
Updating Status within a record
Once a record has been created, you'll see that the Status field has been moved to the top right on the Details page.
All mandatory fields will need to be entered and saved in order to update the status.
- Select the new desired status. A pop-up window will appear as shown below:
- The status you selected will be listed in (1). If the wrong status was selected, you can update that here.
- If the record needs to be reassigned to someone else due to this new status, select the new Managed By position.
- Leave a note in (3) to inform why the status was changed. Anything entered here will be available under the Notes tab on the record.
- If additional positions are to be notified of this status change, select the positions in (4).
- Click Save (5).
If required, review the audit log or record history to reference the changes.
If you need any assistance with setting this up, please contact support@drova.com
Related Articles
Drova GRC: Events Maintenance Section
Events Module Maintenance section Every Module has a Maintenance Section where the configuration can be done. Only Administrators can access the Maintenance Configuration Events tab. Only Administrators and Administrators - Events can access the ...Typical Event Progress
What is Event Progress? In broad terms, the progress for recording an Event entry and managing that Event, is as follows: A person within your organisation records an Event or Incident, either: via Ansarada GRC, if the person has a Ansarada GRC ...About Events
What is an Event? An Event is any incident or occurrence that needs to be recorded, actioned or reported for the organisation. An Event may have a measurable cost to the organisation. How do I report an Event? Ansarada GRC users and Non-Ansarada GRC ...Adding a New Event
Adding a New Event Ansarada GRC users can record an Entry in an Event via the Main Menu. The different types of events that you may record entries for are displayed when you click the Click here to create Event chevron 1 icon. From the Main Menu, ...How to Delete and Undelete an Event
Deleting an Event Notes: Only Positions allocated to a Security Group that has been assigned ‘Edit’ Record Security Rights can delete an Event Record. Deleting an Event also deletes the associated Tasks, Attachments and History. This may have ...