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Events in a Planning Tab (for Audits)

Azumuta Support
Updated

What Is an Event?

The image shows a planning interface for audits and digital checklists using a tool named Azumuta. It displays a timeline with various audit procedures, color-coded status indicators (green, yellow, red), and a calendar view spanning several weeks. Navigation options are on the left.

An event is an occurrence that has happened/will happen in a planning tab. Each dot on the screenshot above represents an event.

The longer an event is, the larger the dot is. Conversely, the shorter an event is, the smaller the dot is.

For example, an “ISO 9001:2015 Audit” in the example above takes an entire week to finish. Meanwhile, a “Plant Energy Consumption Audit” and a “Plant Safety Audit” take a whole day to finish respectively. In addition, a “Supplier Audit” only takes 1 hour to finish. These differences in audit duration explain why some dots are larger while some others are smaller.

Additionally, each event dot is color-coded. Here’s the meaning of each color:

  • Green dot: The event was a success.
  • Red dot: The event was a failure/yielded unsatisfactory results.
  • Light grey dot: The event result was inconclusive/not available (N/A).
  • Orange dot: The event took place in the past, but it hasn’t been executed yet.
  • Dark grey dot: The event will take place in the future.

How to Configure Events in the Planning Tab

Just like the sidebar, You can also configure events in the planning tab. Here’s how to access the event settings:

  1. Click on “Audits & Digital Checklists” on the homepage sidebar.
  2. Click on “Planning”.
  3. Select the targeted planning tab.
  4. Click on the three-dot icon.
  5. Click on “Configure calendar events”.

We will further explain the event settings in the guide sections below.

Event Settings: Generic

A planning dashboard on Azumuta's platform is displayed. It features a calendar, task list, and event settings window. The event settings include options to snap events to a grid, add captions, and link events. Various checklists and audits are listed on the left sidebar. .

  1. If you click this, then all events will be linked to their audit spot.
  2. When you’re done configuring the sidebar settings, click on “Save” to apply the configured settings. The sidebar settings will automatically close.
  3. Click to close the sidebar settings without saving anything (no changes will be applied to the planning tab as well).

In addition, we will explain the more advanced configuration options below:

Events Snap to

A digital planning interface for audits and digital checklists from Azumuta is displayed. A pop-up menu labeled

This setting is used to indicate the level at which you want to schedule an event. You can schedule an event on one of the following levels:

  • Grid (recommended)
  • Hour
  • Day
  • Week
  • Month

When you schedule a new event, the duration of the time corresponds to the level that you have chosen.

For example, if you’ve chosen “Hour” as your level, then whenever you’re adding an event dot, the duration of that event (by default) is 1 hour. Of course, you can always edit that event’s duration later.

We recommend you to use “Grid” as your level. Thus, when scheduling an event, the duration will be adjusted accordingly.

For example, if the zoom level is set to “day”, then an event will be by default scheduled with a duration 1 hour. If the zoom level is set to “week” an event will be by default scheduled with a duration of 1 day. And so on.

Event Caption

A screenshot of the Azumuta interface under the

With this setting, you can choose which text to display on the existing event dots. This way, an admin can see more details about the event with just a single glance. There are several options to display at the event:

  • The name of the audit work instruction
  • The name of the audit’s executor
  • Spot: The audit spot
  • Average (where after the audit has been performed, the score to that audit will be displayed on its event dot.
  • Training level (only for employee training activities – not applicable for audits. )
  • Notes (you can write notes when clicking on an event, and they will be shown when you select this option).
  • You also have the option to show no caption by selecting “show no caption”

Important to know: This setting only works if the event dot is large enough to display the text. If the event dot is too small, then no text will appear. The screenshot below illustrates well the difference between a long event dot (where the text appears) and the shorter event dots (where the text doesn’t appear).

A scheduling interface from Azumuta shows planning details for

If the text doesn’t appear on an event dot, then you should lower your time zoom level to the appropriate time zoom level. For example, if the event dot only lasts a few hours, then you should lower your time zoom level to “Day”. Afterward, the text will appear on that event dot.

Event Type

A screenshot of a digital planning tool from Azumuta, showing a list of plant audit procedures. The

This setting allows you to filter the existing event dots on the planning tab. With this setting, you can choose to only see either audit-related events or training-related events only.

This is a useful feature to declutter your planning tab.

By default, this setting is already applied to each module. Therefore:

  • If you created a planning tab under the Audits & Digital Checklists module, then the default event type is “Audit”
  • If you created a planning tab under the Skill Matrix & Training module, then the default event type is “Training”