2.5 Upcoming Events

This topic provides the systematic instructions to view upcoming events on the dashboard.

In the Upcoming Events tile, user can view the number of tracking tasks for covenants and conditions that will be generated in the next 30 days from the current date. By default,the Covenants tab will be selected.
  1. Click the menu in each Covenant linkage list item and select one of the following options:

    Figure 2-15 Upcoming Events - Menu



    • If the user click View, it redirects to respective Covenant Details dialog.

      Figure 2-16 Upcoming Events - Covenant Details



    • If the user click Initiate, the covenant task will be initiated and the respective list item will be removed from the covenant list under the Upcoming Events tile.
  2. Similar to Covenant tab, user can select Conditions tab to view the list of Conditions.

    Figure 2-17 Upcoming Events - Conditions tab



  3. Click on the menu in each Condition linkage list item and select View option.
    The Conditions Details dialog displays.

    Figure 2-18 Upcoming Events - Condition Details



  4. Click Initiate, a condition tracking task will be initiated and respective item will be removed from the conditions list.
  5. When the list has more items, click Load More button to get the more items on the page.

    Figure 2-19 Upcoming Events - Load More