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
Completion Details
Details about the completion of the Significant Event, if needed
Completion Notes
Only applicable for some modules
Additional notes related to the completion of the event
Currency
Only for Contract and Project Significant Events
Custom list used to indicate the currency that has been used for the Invoice Amount
Day(s)
Read only; Only if Completion Date is completed
Calculated number of days between the Date of Action and Completion Date
eForm Template
Only for HDR Student Significant Events, if the HDRCM eForm template is configured to allow linking to a Significant Event in RME Designer
Specific eForm template to link to the event, from a list of current, published eForm templates for the module
Linking to an eForm template will allow you to include a link to the defined email template in a related Significant Event email.
Est. Completion Date
Estimated completion date for the event
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.
Enrolled Course
Only for HDR Student Significant Events
Course for which the student Significant Event is related
This displays the current primary course for the student, if one exists, unless the Significant Event has a parent event that is a progress review. In that case, this field will display the course related to that event.
Event *
Mandatory
Event category, from a defined list of events assigned to your role
Access to all events listed in this dropdown can be controlled in Users > Roles > Role Sig Event Access. See: Role Sig Event Access
Also see: Set up an event category below
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
Inspected By
Only used for Facility Significant Events for the Annual Inspection type , used for Ethics Biosafety
Person that inspected the facility on behalf of the regulator
This will populate the corresponding read-only field in the Facility record. When the inspection is completed, the read-only Inspection Date field in the record will be populated.
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: End Date, No. of Times
Invoice Amount
Only for Contract and Project Significant Events
Cost that has been billed for this event, exclusive of GST
Related to the Currency field.
If Financial Significant Event functionality is used (separate product key), the layout includes sections for Fund Scheme Details, Cost Centre, Journal Details, Invoice Details, Acquittal Details, Deliverable Details, and Document. For more, see: Contracts: Fields for financial events or Projects: Fields for financial events.
Invoice Status
Only for Contract and Project Significant Events
Status of the invoice related to the event, such as Invoice Generated, Invoice Requested, Invoice Sent
Related to the Invoice Amount field.
This field was previously Significant Event Status. It only displays as Invoice Status if the category name was not re-labelled to another name.
If Financial Significant Events functionality is used, this field displays by default in the Invoice Details section. For more, see: Contracts: Fields for financial events or Projects: Fields for financial events.
Linked Projects
Only for Contract Significant Events
Projects associated to the contract
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.
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 all events listed in this dropdown can be controlled in Users > Roles > Role Sig Event Access. See: Role Sig Event Access
Also see: Set up an event category below
Progress Notes
Only for Contract Significant Events
Long text field for notes about the progress the event
If invoicing functionality is used via the Financial Significant Events product key, this field label is changed and it is moved to a financial section as follows:
• If the Event Type is Acquittal, this field displays as Notes for Acquittal in the Acquittal Details section by default.
• If the Event Type is Journal, this field displays as Journal Description in the Journal Details section by default.
For more, see: Contracts: Fields for financial events or Projects: Fields for financial events
Project Completion %
Only for Contract and Project Significant Events
How much of the project is complete, shown as a percentage value
Format: Number from 0 to 100, inclusive
Responsible Party
Who is responsible for completing or managing the event
This is populated based on the selection in the Responsibility dropdown.
Example: If you choose Assessor in the Responsibility dropdown, this list will display all the assessors 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 module for a Significant Event, such as Projects, Ethics, HDR Student, 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
Role that is responsible for completing the event
This populates the list in the Responsibility Party dropdown, except for the Student option.
This dropdown may not display in all modules, for example, Committees.
Option |
Available in module/s |
Assessor |
Ethics, Projects |
Committee |
Contracts, Ethics, HDR, Projects |
Contributor |
Research Outputs |
Ext. Organisation |
Projects |
Investigator |
Ethics, Projects |
Linked
Personnel/ |
Contracts, Facilities |
Personnel |
Contracts, Ethics, HDR, Personnel, Projects, Research Outputs This will provide a lookup in the Responsible Party field to search for an add a person from the Personnel module. |
Student |
HDR When selected, the Responsible Party field is not used as the student is already identified by the record. For the Calendar widget, this will display the event for the student and their supervisor/s, based on the widget configuration. |
Supervisor |
HDR |
Requirements Completed
Only for Contract and Project Significant Events if invoicing is used via the Financial Significant Events feature
Indicates if the requirements for the Significant Event, such as deliverables or milestone tasks, have been done
This can be used in the Significant Event widget or Advanced Search to find events with completed requirements.
This can be useful if office staff are a checkpoint at this stage. They may, for example, review the details and then, if confirmed, change the event status to Completed.
For invoicing events, it can be used as a manual trigger for the next manual stage of the process, such as requesting that the Finance team generates an invoice (this is outside RME).
Status
Indicates if this event is active or has been completed
Status2
Hidden by default; RME administrators can choose to display this field via Page Views
Intended for custom use and may be renamed