Adding or modifying an event lifecycle

  1. Select Settings > Events > Manage Event Lifecycle. The Event Lifecycle Models page is displayed.
  2. Select a division and a site to which an event lifecycle must be added.
    Note: If the value in the Site field is set to Master List, to add an event lifecycle, this setting is applicable for all the sites.
  3. Click New. The Add/Edit Event Lifecycle Model page is displayed.
    Note: You can modify an existing event lifecycle, using the Edit option corresponding to the name of the event lifecycle.
  4. Specify this information:
    Name
    The name of the event lifecycle.
    Description
    A description for the event lifecycle.
    Event Lifecycle Stages
    The stages of the event lifecycle.
    Is Default
    Select this check box to make the lifecycle the default lifecycle when adding a new event.
  5. Click Save. The event lifecycle model details page is displayed that contains the selected stages.
    Note: You can modify or delete each selected stage of the event lifecycle. You can also schedule a deposit for a stage, using the Schedule Deposit option.
  6. Click Done.