Pending events

Pending events enable users of the Entities app to complete wizards without updating records in the system immediately.

A pending event is an event wizard that a user has completed such as an appointment or a share allotment. Instead of updating the system with the change immediately, the user opts to save the event as pending, because there is a need to wait for actioning or authorisation, or additional details might need to be added later.

Pending events and filing forms

The pending process is designed to assist users in managing events and is recommended when filing forms to the relevant corporate agencies. Users can prepare and file documents through the Entities app in certain jurisdictions. When the documents are accepted, they are able to update the Entities app to ensure that the information stored in the system is as up to date and as accurate as possible.

If a user chooses to update the Entities app immediately and the documents are rejected by their corporate agencies, they must undo the specified event and complete it once more in order for the application to recreate the relevant forms so that they can be filed again. Corporate agencies such as Companies House do not accept a form that has already been filed with them, and so the form must be deleted, regenerated and e-filed. This process is made simpler by using the pending process and the related Edit event, Validate event, and Documents options.

Locate pending events

To access all pending events for all entities within the Entities app, select the Pending Events option in the Global Banner.

To view the pending events for a specific entity, open the entity's record and go to Compliance > Pending Events.

Pending event options

The following table provides an overview about the options that are available for pending events. Select Options to access them.

Option	Description
Documents	The Documents option opens the Pending Documents Wizard and enables users to recreate any or all documents related to the event. Documents that are produced from the pending events page reflect any amendments to the event or to the entities involved, for example, a changed individual's address. There is no limit to the amount of amendments that can be made or the amount of times a document can be previewed. However, if a document is produced multiple times, there will be duplicate copies in Working Documents. For best practice, it is advisable that only the final copy of the document is kept. Note Users should be aware that documentation can only be produced for an event if the company is in live mode and was in live mode when the event was created. Also keep in mind that not all wizards produce documentation.
Tracking	The Tracking option opens the Pending Tracking Wizard and enables users to assign the event to a specific user for authorisation or to complete the event. A reminder for the pending event, along with any tracking information including notes recording the process of the event, then appear in the assigned user's Reminder List and My Portal page.
Signatory	The Signatory option opens the Pending Signatory Wizard and enables users to record details of the individual responsible for signing the documents produced by the event.
View Event	The View Event option opens the related wizard to enable navigation through the selected event.
Edit Event	The Edit Event option enables users to edit a pending event by opening the related wizard. The user can navigate through each stage and make any amendments required.
Validate Event	The Validate Event option opens the Pending Validate Wizard. This wizard ensures that all required information has been entered into the event or records involved in the event. Any issues raised during the process need to be rectified before the event can be actioned.
Action Event	An event should only be actioned once all required documentation has been produced, as it is not possible to regenerate documents once an event has been actioned. In the Pending Action Wizard, users must select the pending record(s) selected for actioning checkbox to be able to action the event.
Delete Event	Users can delete pending events that are no longer needed. After selecting the Delete Event option, select OK on the confirmation dialogue that displays to complete the deletion.

The following other options are also available for pending events:

• Batch Action

  It is possible to select multiple pending events from the list using the checkbox that comes before the item and action them at the same time by selecting Wizards > Batch Action. Use the search filters to ease the selection of pending events.

• Batch Delete

  It is possible to select multiple pending events from the list using the checkbox that comes before the item and action them at the same time by selecting Wizards > Batch Delete. Use the search filters to ease the selection of pending events.

• Add to Batch

  It is possible to add pending events to a batch to group them together.

• Export

  It is possible to export the list of pending events into various formats. Select the option that fits your needs best. Use the search to list specific pending events and have only the search results in the export.

• Report

  It is possible to create a report that lists pending events.