In this help doc
Introduction to Events
MetaPulse automatically records key changes in your organization, such as new hires, new highest ever results and more. Plus you can create custom events so you can always look back and know what happened, when it happened and most important of all why it happened.
With Event Tracking, you can look back at your statistics and find out why they went up or down, eliminating rumor and guesswork.
Create an Event
Click Events
If you have more than one Organization, select the desired one.
Click New Event
Enter the Event date
Select the Team Chart that this Event belongs to.
Select the Team. This can be a Division, Department, Section, etc.
Choose the Position involved
Select the Member involved
Choose the proper Event Type. You can choose from the default list or create Event types according to your needs. See Create a New Event Type for more info.
You can add additional information in Description
You can apply different formatting options to the description, such as bold, italic, numbered lists, etc. For bold text, add ** symbols before and after a word or text. See image above. For more formatting options, see Markdown Syntax.
Upload a File attachment such as photo, documents etc, if needed.
Click Save Event
The event will be displayed on top
View an Event
Click Events
If you have more than one Organization, select the desired one.
Click on the desired Event
The Event will appear on the right side. You can now see all the details related to the Event, such as all graphs assigned to the member, attached documents, etc.
If the Event is related to a published Knowledge item, you can also open the Knowledge item by clicking on it.
Edit an Event
Click Events
If you have more than one Organization, select the desired one.
Click on the desired Event
The Event will appear on the right side. Click Edit Event.
Enter the Event date
Select the Team Chart that this Event belongs to.
Select the Team. This can be a Division, Department, Section, etc.
Choose the Position involved
Select the Member involved
Choose the proper Event Type
You can add additional information in Description
You can apply different formatting options to the description, such as bold, italic, numbered lists, etc. For bold text, add ** symbols before and after a word or text. See image above. For more formatting options, see Markdown Syntax.
Upload a File attachment such as photo, documents etc, if needed.
Click Save Event
Delete an Event
Click Events
If you have more than one Organization, select the desired one.
Click on the desired Event
The Event will appear on the right side. Click Edit Event.
Click Delete Event
Find an Event
Click Events
If you have more than one Organization, select the desired one.
Click on column name to sort by column
You can search by Team Chart, Team, Event type, Member, Start / End date, keyword search or combine all filters together.
Click Search
Import Events
Click Events
If you have more than one Organization, select the desired one.
Click Import CSV
Download the sample CSV file
Populate it with the needed values. Not all columns are required. See sample above.
NOTE: To get the IDs for some of the above columns, you would need to export the Events report and copy the IDs from there. To do that, see Data Export for more info.Once your CSV file is ready for import, select the file.
Click Import Events
Your Events will be displayed