Significant Events - Ethics

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About this page
Create a Significant Event: Video
Create a Significant Event: Steps
- Significant Event: Fields
Email
Set up an event category
Manage Significant Event records
Related topic

About this page

This related item is used to create and store all the events, tasks or milestones that are considered significant to the ethics application. Significant Events can help office administrators and researchers to track progress to completion. Emails can be added to notify or remind those responsible for a task or action.

Notes for administrators

• Access to events can be controlled by event category in Users > Roles > Role Sig Event Access. See: Role Sig Event Access

• Custom event types can be set up as categories. See: Set up an event category below.

• A note about layout customisation
The default page layout includes sections to group together fields for a particular use. If customising the layout, avoid changing the section structure; only remove fields that you don't use, or relabel them if needed.

Menu path: RME menu > Ethics Search > Ethics > Significant Events

There are two major components for all Significant Events:

1) The Significant Event, which includes the event details, occurrence, completion details and email details.

2) Email sub-item, to create email notifications for the event.

You may be able to perform a number of actions for the Significant Event, such as:

• Create sub-tasks for a milestone event using a parent event

• Create an event that occurs more than once by specifying the recurrence interval

• Batch the Significant Event details to other records

• Add a Calendar widget to a dashboard that displays events to which the person is linked. See: Calendar widget

Notes for administrators

• Access to events can be controlled by event category in Users > Roles > Role Sig Event Access. See: Role Sig Event Access

• Custom events can be set up as categories to be selected in the Event dropdown. See: Set up an event category below.

• You can also configure the Application Trigger to automatically create or update Significant Events based on defined criteria. See the video.

Create a Significant Event: Video

This video shows you how to create a basic Significant Event.

Create a Significant Event: Steps

In an Ethics core record, go to the Significant Events related item.
At the top right of the grid, click Add.
Fill in the event details, using the tables below as a guide.
- If the event occurs more than once, indicate how often in the Interval field and define either the No. of Times or End Date.
- Add details about who is responsible for the event in the Responsible Party and Responsibility fields, if needed.
These fields also determine if the event is shown in the Calendar widget for the defined person, or committee members.
In the toolbar, click Save.
To add an email for the event, open the Email sub-item and click Add.
Ensure that access is given to all the roles that will use the Significant Event. See: Role Significant Event Access

Significant Event: Fields

The field tables below display the default labels. Fields are divided into sections in the default page layout, which groups fields about a particular area together. The page can be customised by your institution so the layout and sections may vary.

Event details

Default Field Label (in alphabetical order)	Description
Action Date *	Mandatory Date the event will occur, or has occurred If there is an attached email, this is also when it will be sent or has been sent.
Completion Date	Date the event occurred or was completed
Day(s)	Read only; Only if Completion Date is completed Calculated number of days between the Date of Action and Completion Date
Est. Completion Date	Estimated completion date for the event
Event *	Mandatory Event category, from a list of events defined as categories for the module Access to all events in this dropdown may be controlled by Role Sig Event Access by your administrator. Source
Event Details	Long text field for a more detailed description of the event
Event Name *	Mandatory Detailed name for the event
Event Type *	Mandatory Event group, from a defined list of general system event groups Examples: Email, Meeting, Milestone, Progress, Task Source
Parent Event	Event that is the parent event to the event you are creating When specifying a parent event, the record will be shown in a timeline as a sub-event. Example: If the parent event is a progress review meeting, then the sub-event can be a reminder email for the progress review meeting Access to existing Significant Events listed in this dropdown may be controlled by type via Role Sig Event Access.
Status	Default: Active Indicates the status of the event Default options: Active, Cancelled, Closed - Reminder Sent, Completed, Not Completed Source
Status2	Hidden by default; RME administrators can choose to display this field via Page Views Intended for custom use and may be renamed

Occurrence

These fields are used to define how often the event occurs.

Default Field Label (in alphabetical order)	Description
End Date	Only enabled if a recurring event is selected in Interval Last day the recurring event will occur You can edit this if required to change it to either an earlier date or later date. If a later date, additional events will be created until this date based on the recurrence specified in Interval.
Interval *	Indicates if the event is a recurring, from the following options: • Once only (default) • Weekly • Fortnightly • Monthly • Quarterly • Half Yearly • Yearly Other fields are enabled depending on your selection, such as End Date, No. of Times
No. of Times	Only enabled if a recurring event is selected in Interval Number of times this event will re-occur after the first event (a record will be created for each occurrence and displayed in the confirmation popup) Example: If the Interval is Monthly and you want the event to occur for 4 months, enter 3.

Completion Details

These fields are used to record information about the completion of the event.

Default Field Label (in alphabetical order)	Description
Completion Details	Details about the completion of the event, if needed
Responsible Party	Corresponding entries that match the Responsibility field selected above for the record Example: If you choose Committee, the dropdown will display all the committees linked to the record. This will be blank if there are no matching entries for the record. Calendar widget If a Calendar widget is configured for the Ethics module for a Significant Event, the event will be displayed in the Calendar widget for a person or members of a committee or other party defined in this field. If no one is defined in this field, the Significant Event will not display in a Calendar widget.
Responsibility	Default: Not Applicable Entity that is responsible for completing the event This populates the list in the Responsibility Party dropdown. Example options: Assessor, Committee, Not Applicable, Investigator, Personnel (the latter provides a lookup in the Responsible Party field to search for an add a person from the Personnel module). Source

Email

You create emails for a Significant Event in the Email sub-item in the Significant Event page. To create a new email, open the item and select Add.

Set up an event category

The options listed in the Event dropdown indicate the type of event for the module. For Ethics Significant Events, set up custom events in RME > Setup > Categories > Ethics Related Category Types > Ethics Significant Event Types.

This is in contrast to the options listed in the Event Type dropdown, which are generic and used across core records. These are set up in RME > Setup > Categories > Significant Events > Significant Event Type.

Manage Significant Event records

You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Ethics.

To edit a Significant Event, go to the Significant Events related item on the core details page. Double-click the event in the grid to open the details. Modify the details, using the table above as a guide, then click Save. If editing a recurring Significant Event, the following fields will be updated for all other uncompleted events in the series: Date of Action, Event, Event Name, Est. Completion Date and Parent Event.