You can create Events on all Objects, including:

• Student
• Class
• Intake
• Enrolment
  • Note: Events created against an Enrolment will show on the Events tab on both the Enrolment and Student levels.
• System User
• Organisations
• Contacts

In this Section:

• Create an Event Log
  • Assigned Tasks: User’s Perspective
• System-Logged Events
• Event Comments and Sub-Events

Create an Event Log

An Event log records, in the Events tab of an Object, a chronological history of key actions and changes made within SELMA.

The events that are captured include, but are not limited to:

• Status changes
• Outbound Emails
• Outbound Text messages
• Notes
• Reminders

Figure 1. Navigate to the Events Tab

On the Events tab of an Object, such as the Enrolment, you will see a list of all Event log entries. Click the “+Add Event” button to create a new Event against the Object (in this case, the Enrolment).

Figure 2i. Create a Task

The following example shows the set-up of Event Type: Task. Complete the required fields, as indicated by red asterisks, and ensure that the “Task” checkbox is selected, if you are also setting up a task for a User.
NOTE: If you are setting up an event to record a task that was completed in the past, select the “Complete” checkbox and specify a Completion Date.

Figure 2ii. Create a Note

The following example shows the set-up of Event Type: Note. Complete the required fields, as indicated by red asterisks, and ensure that you have documents uploaded if you need.

Figure 3. See Saved Event

Specific details of the Event, and who is associated with it, is provided on the Events tab of the Object. You can click the pencil icon to edit the Event, the mail icon to send an email to accompany the Event, or the trash bin icon to delete the Event entirely (from the User’s Assigned Events tab and the Object’s Events tab).

Assigned Tasks: User’s Perspective

The User that has been assigned an Event, of Event Type: task, will see their assignment on their dashboard, and their Profile’s Assigned Events tab.

Note: If you have access rights, you can impersonate a User to see their account from their perspective.

• Please refer to System Users – User Roles and Permissions for more.

Figure 4. Dashboard Tasks

The User can view the task details on the sticky note to the right. They can click the “eye” icon to be taken directly to the Enrolment the task is associated with, and they can mark the task as “Completed” (green).

Figure 5i. Navigate to Profile > Assigned Events Tab

Figure 5ii. List of Assigned Events

Just like the Dashboard, the User can click the “eye” icon to be taken directly to the Enrolment the task is associated with. The User can create notes for themselves, here, too.

System-Logged Events

Please remember that events are created against Objects to indicate automated changes made within SELMA. You can set-up automations using Completion Rules, and Schedulers.

Figure 6. User: Sysadmin

“Sysadmin” on the Note, below (orange), indicates that the change was automatic and done by the system, using automations you have set-up previously.

Event Comments and Sub-Events

Users can save comments to Events on the Events tab of an Object. These comments are viewable by other Users.

Users can also create sub-events, which branch off from the main Event.

Figure 7. Add a Comment To An Event

Figure 8. Add A Sub-Event to an Event

In this Section:

• Event Report
• Advanced Search Criteria
• Export Event Report
  • Failed Event Report Export

Event Report

Figure 1. Navigate from Reports > Event Report

Figure 2. Event Log Entries

View a list of all Event log entries within the “Event Report” table. You can filter the table using the quick search, or Advanced Search criteria.

Advanced Search Criteria

If you wish to filter the Event Report by specific search criteria, you should use the Advanced Search dropdown fields. These criteria can also be saved for later use, making access to the grid display you need easier, and more efficient.

Figure 3. Use the Advanced Search

Here, the User has filtered for an Event type (2) that has been set against a specific Object (1), and clicked the blue Search button (3) to display their search results.

Figure 4i. Save the Advanced Search

Figure 4ii. Create a Name and Add Filters

Create a name for the search criterion or criteria you are saving for later use. Ensure the “Search” checkbox is selected, and opt to include the Page Length, number of pages (Paging), and the Sorting of the grid results you are saving.

Figure 4iii. Access Saved Search

Click the Saved Search you have named to apply it to the Event Report table. Click the dropdown arrow next to the Search name to rename or remove the Saved Search.

Export Event Report

You can export the Event Report table, with or without Advanced search filters applied. The file type that is sent to your email is in CSV format.

Figure 5i. Export Search Results

Click the “Export CSV” button to send an email to yourself containing the CSV of the Advanced Search results.

Figure 5ii. Confirmation Message

Please check your email inbox, including your spam or junk folders.

Failed Event Report Export

If the Event Report export to your email has failed, and you have checked that it doesn’t exist in your spam or junk folders, download the CSV file directly in SELMA.

Figure 6i. Navigate to Reports > Downloads

Figure 6ii. Download Event Report