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Close an Event

 

Events are Closed by updating the Completed By and Completed Date fields in the Edit Events screen. When an Event is closed, the flag icon for that Event will be removed from the Xyicon.

There are two ways to access the Edit Event screen:

  • Quick Edit Panel (able to edit through Xyicon Grid and in Space) 
  • Events Grid

Quick Edit Panel

In Space

EditEvent.PNG

1. From a Space locate the Xyicon by panning to it on the floor plan or using the Space Search to find it and click to highlight. The Quick Edit Panel will automatically open on the right side of the Space.

2. From the Quick Edit Panel, find the Event section and click on the open Event to edit. The Edit Event screen will open.                    

 

3. Add a value for the Completed By and the Completed Date fields.

4. Click SAVE.

5. The Event will be marked as Closed, and the Flag icon will be removed from the Xyicon.            

Event Edit Close.png
 

In Xyicon Grid  

  1. From the Main Menu locate and click on Xyicons. The Xyicon Grid will now be displayed.
  2. Double click on the record to open the Quick Edit Panel.
  3. From the Quick Edit Panel, find the Event section and click on the event to edit. The Edit Event screen will open.
  4. Add a value for the Completed By and the Completed Date fields.
  5. Click SAVE.
  6. The Event will be marked as Closed, and the Flag icon will be removed from the Xyicon. 
 

Events Grid

  1. Click Events  on the Main Menu. The Events Grid opens and displays all the Events in the Project.
  2. Locate the Event by sorting through the rows or filtering the columns.
  3. Double click on the record to open the Edit Event screen, or select the row of the Event and click the Edit icon in the toolbar.         
  4. Add a value for the Completed By and the Completed Date fields.                               
  5. Make any changes and click SAVE.
  6. The Event will be marked as Closed, and the Flag icon will be removed from the Xyicon. 

 

Helpful Tips:

  • Additional columns can be added to the Events Grid by clicking on the Manage Columns icon at the top left of the screen.
  • If you want to export the Events table to Excel, click the Export  icon.
  • To delete an Event, click the Event record in the grid then click the Delete icon. You will be prompted to confirm the delete.
 
EventShawna Sterle