Summary
The Events module acts as a reminder list for future events and as an audit history of past events. Events are used by the Compliance module, but can also be used as standalone reminders — either for one-off tasks or for recurring tasks.
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Feature list
- Attach events to client-entities or contacts
- Recurring events with powerful expressions for frequency and notice period
- Outstanding event list
- History of completed events provides for audit trail
- Reminders of due or forthcoming events at Jobstream logon
- View events by user, client or contact
- Management views allow access to the diaries of other team members
- User-definable categories
- Flexible reporting including standard reports by category, completion status, entity, user and due date
