Events are where you'll spend most of your time in Vantage. They might be Installations, Site Surveys, Maintenance or other event types.
Adding a new event in Vantage is straightforward and ensures all important details are tied to the appropriate client, project, or asset. This guide will walk you through the steps to create an event efficiently.
Steps to Add a New Event
Navigate to the Events Section
Open Vantage and locate the Events tab in the navigation bar.
Click on the tab to access the Events page.
Click the "Add New Event" Button
Click the Add New Event button at the top of the page.
Fill in Event Details
You can read more about fields in the event form in this article.
Save the Event
Once all the required fields (these are marked with a *) are completed, click Save to create the event.
The event will now appear in the Events list and will be associated with the selected client.
Additional Notes
Mandatory Fields: Ensure that all required fields, such as the client name and event name, are filled in (these are marked with a *)
Editing After Creation: Once the event is created, you can return to it at any time to make updates or add more details if necessary.
Deleting a Client: If a client associated with the event is deleted, the event will retain the client’s name for historical purposes, but the client will no longer appear in dropdowns or active filters.