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Events

Set Up Requirements for an Event

You can add requirements when you schedule an event. However, if needed, you can change them or add more after scheduling.

  1. On the Information tab, click Events > Required Items.
  2. Locate the appropriate record.
  3. To enter the requirements, click the add icon green plus sign.
  4. In the Requirements column, enter the requirement, or select it from the drop-down list. This is a keyword field and uses names from the Requirement Types keyword category.
  5. Select the Met checkbox once the requirement has been met.
    Tip: You can flag certain requirement types to alert you when they are not met. On the File menu, click Keywords > Requirement Types, and select Alert Me When Not Met for each requirement you want to flag.
  6. At the top, click Save.
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Last updated: February 28, 2024