How to Manage Events

Virginia Bloom

September 29, 2021 12:56

A step-by-step guide to creating, editing, and deleting events.

💡: Now you can keep track of important events during the incident lifecycle. Event tracking is an optional feature and must be enabled for your organization.

Note: To create, edit, or delete an event your Role must have the Manage Extended Incident Information permission enabled. To change your Role or update your Role’s permissions, please contact your Aclaimant account manager or email support@aclaimant.com.

Adding Events:

Select the New event button in the upper-right corner of the Events tab. If this is your first event you will also see a link in the body of the page.
Choose an Event type and Category for the event, enter a date, and select Create new event.

Edit an Event

Select the “…” button in the upper-right corner of the event, then select Edit.
Make changes to type, category, sub-category, date, and note for the event, and select Update event.