Event types can be managed from the event types summary screen. Two standard event types exist for all companies, namely Message and Timer. Custom event types can be added.
Only administrators can access the event types summary screen.
Navigate to the Event Types Summary Screen
Select Settings
Select Event Types
Standard Event Types
Two standard event types exist for all companies, namely Message and Timer. These standard event types cannot be edited or deleted.
Message - Starts when a message is received (e.g., an email)
Timer - Starts at a set time or interval
Add Custom Event Types
Select green Add button in the top right corner
Add Event Type card will open. Add the title/description and choose an icon
Select the green Add Event Type button at the bottom of the card
The new event type will display on the screen and be available to add to processes and value streams.
Edit Custom Event Types
Select the title of the event type you wish to edit
Update Event Type card will open up
Make the necessary updates to the title/description and icon
Select the green Update Event Type button
Delete Event Types
Event types can only be deleted when they are not used in any processes or value streams.
Select the event type(s) to delete by selecting the empty box before them
Select the Delete button in the top right corner
Confirmation card will pop up, select yes
