
Events
Guide on how to fully use the Events tab
31 articles
Explainer - Event fieldsStep-by-step instructions for completing the fields necessary to create events in Vantage successfully
Adding a new eventA step-by-step guide on how to add a new event.
Event typesLearn how event types in Vantage enhance event management and improve collaboration within your team
Building a saved viewA simple guide on how to create saved views
Adding an issue to the eventGuide on how to add an incident to your event
Adding a document to the eventHow to add files to your event
Renaming a document in the eventHow to Rename a Document in your event
Saved ViewsEasily adjust columns, apply filters, and save custom views with the Saved Views feature
FiltersEasily locate events using filters
CommentsDiscover how to use Comments
Calendar view in eventsLearn how to use Calendar View to manage events efficiently with color-coded statuses, rescheduling tools, and customizable filters.
Event statusesAn overview of event statuses to simplify calendar navigation and workflow tracking.
Event StateA brief guide to understanding active and archived event states.
Task list
Creating a new event typeA step-by-step guide on how to create a new event type.
Managing the task listsGuide on managing your task list efficiently
My and Shared viewsLearn how to save views to "My Views" for personal use and how admins can create shared views.
Visibility of the Files in the EventA step-by-step instruction on how to edit visibility of the Event
Managing an eventLearn how to update and manage existing events.
Managing assignees in eventsLearn how to add, remove, and manage assignees in an event, including setting a lead installer.
Adding photos to an eventHow to upload and manage photos in an event
Submitting an event for approvalHow to submit an event for approval.
Completing an Event
Managing a task list in the eventLearn how to add, update, and manage task lists within an event.
Managing flagsHow to manually and automatically apply flags to events.
Bulk actionsExplainer of how to efficiently manage multiple events at once
Import eventsGuide on how to import multiple events into Vantage using the import tool.
Editing an incidentLearn how to edit an existing incident.
Adding a shortage report and shortage itemsLearn how to log and manage shortage reports and items within an event.
Editing a ShortageHow to edit an existing shortage report and its associated items.
Managing Linked IncidentsLearn how to manage unresolved incidents by linking them to revisit events