The Event Lifecycle (Statuses and Review)

Overview 

Events progress through multiple statuses based on how they are created, completed, and reviewed. 

Adding vs. Scheduling Events 

When creating a new event, there are two options: Schedule Event or Add Event. Each option affects the event’s required fields and initial status. 

Schedule Event 

Use Schedule Event when an event will occur in the future. 

• The Due Date is required. 

• After scheduling, the event status will be one of the following: 

• Incomplete 

• Incomplete (Overdue) (if the due date has passed) 

To complete a scheduled event: 

• Populate the Event Date / Completed Date. 

• The event status will then change to: 

• Complete, or 

• Pending Actions (if the event has actions that have not been closed) 

• Pending Review (if the event category requires final review) 

Add Event 

Use Add Event when the event has already occurred. 

• The Event Date / Completed Date is required. 

• When adding an event, you can choose one of the following options: 

• Save as Draft 

• Save and Submit 

Save as Draft 

• The event enters the Draft status. 

• The event remains in Draft until it is submitted from the event details page. 

Save and Submit 

• The event is submitted immediately. 

• The event status will change to: 

• Complete, or 

• Pending Actions (if the event has actions that have not been closed) 

• Pending Review (if the event category requires final review) 

Reviewing an Event 

If an event category is configured to require final review: 

• The event will enter the Pending Review status before becoming Complete. 

• Only users with the Organization Admin or Event Admin role can perform an event review. 

• Reviews are submitted from the event details page. 

Once the review is completed, the event status changes to Complete. 

Important Notes 

• Events created through the email integration initially enter the Pending Email Review status. 

• For more information, see Event Email Integration.