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Events Go-Live checklist

A step-by-step guide to setting up Events

This guide walks you through key configuration steps to help you successfully implement the Events module.

The Events module replaces Incidents. If you are still using Incidents, refer to the Incidents section.

Getting Started with the Events module

Your onboarding steps depend on the plan you have selected. Use the relevant checklist below to guide your setup.

Starter Plan

  1. Kick-off call – Meet with our onboarding team to discuss your setup. Share your location, area, or department dropdown options so we can configure your pre-built reporting form and fields.

  2. Log into your account – Create a strong password and log into Vatix Workspace.

  3. Add your users and set your assignment rules – Invite your team and configure assignment rules for notifications and visibility.

  4. Train your team – Watch our on-demand training videos and share them with your team.

You’re ready to go! Log into Vatix Workspace, submit your first event, and begin tracking and managing your reports.

Standard Plan

  1. Kick-off call – Meet with our onboarding team to confirm your setup requirements.

  2. Login to your account – Create a strong password and login to Vatix Workspace.

  3. Create and configure your form(s) - Use our ready-made template form or build your own from the Forms page.

  4. Build your Event record view. – Use the Field Manager to create fields and the Layout Editor to organise them into sections.

  5. Map form questions to Event record fields – Link your form responses to the correct fields in the Event record to enable consistent data collection.

  6. Build your Pipelines – Create structured workflows and follow-up processes for different event types.

  7. Implement your custom dashboard – Document your key metrics and create a tailored reporting dashboard.

  8. Add your users and set your assignment rules – Invite your team and configure assignment rules for notifications and visibility.

  9. Train your team – Watch our on-demand training videos and share them with your team.

You’re ready to go! Log into Vatix Workspace, submit your first event, and begin tracking and managing your reports.

Enterprise Plan

Your Customer Success Manager will work with you to create a custom onboarding plan tailored to your specific requirements, workflows, and reporting needs.

💡 Need help? Vatix offers onboarding and setup services to ensure a smooth launch. Our one-time setup packages align your Workspace with your organisation’s needs. Contact us at sales@vatix.com for more details.