Create a Substantiation Event

Qualifiers

1. You have made an item active

2. Employee / Item "Substantiation" was un-checked at the time

3. You would like to have a substantiation event OR

4. You would like to create another substantiation event for a subsequent year

Create

1. Go to Employee / Item

2. Contract ID - click to hyperlink to Contracts / Maintenance

3. Go to Contracts / Events

4. Type - select 'Substantiation'

5. Click on New

6. Click on Save

Attach

1. Check the event check box

2. Click on Edit

3. Browse and attach the substantiation files

4. Click on Save