Pending events
The Pending events feature is available in both the classic and modernized versions of Entidades. This section helps you navigate and work with the interface in either version.
The classic version offers a broader set of actions, including editing, validating, assigning signatories, generating documents, or managing events in batches. The modernized version provides a simplified view with essential filters and table customization options to help you quickly locate and review pending events.
Pending events in classic Entidades
Pending events enable users of the Entidades 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 Entidades app in certain jurisdictions. When the documents are accepted, they are able to update the Entidades 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 Entidades 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.
Note
For more information on how to electronically file forms, refer to the relevant electronic filing section.
Locate pending events
To access all pending events for all entities within the Entidades 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.
Pending events in modernized Entidades
The Pending events tab presents a streamlined table view of events saved in a pending state for an entity record. To view the pending events for a specific entity in the modernized version, go to Compliance > Pending Events.
It shares the same interface and functionality as the Reminders tab, including filters for urgency, date range, and user, as well as options to customize the table layout.
| Filtro ou opção | Descrição |
|---|---|
| Pesquisar | Procure os itens por nome, referência rápida da entidade ou descrição do lembrete. |
| Filtros |
O painel inclui as seguintes ações:
|
| Colunas | Mostrar ou ocultar colunas como evento, descrição, estado do evento e usuário. Para obter mais informações, consulte Columns. |
| Meus lembretes | Selecione Meus lembretes na barra de ferramentas para mudar de visualização.
A sua preferência é guardada no seu dispositivo e persiste quando atualiza, sai ou repõe os filtros. |
| Classificação ou ordenação das colunas da tabela | Use ordenação por múltiplas colunas para organizar os resultados por vários campos em uma ordem de prioridade definida. Classifique por qualquer coluna compatível e, em seguida, pressione Shift e selecione colunas adicionais para adicionar níveis secundários ou terciários de ordenação. Você pode adicionar quantas colunas de ordenação precisar. Para obter mais informações, consulte Sorting or ordering table columns. |
| Linhas | Escolha exibir 10, 25 ou 50 linhas. Use os controles de paginação para navegar entre páginas. |
Cada coluna na tabela inclui opções para ajustar automaticamente a largura da coluna atual, ajustar automaticamente todas as colunas ou redefinir larguras de coluna para o padrão.
Accessing pending event details
In the modernized Entidades version, you can view detailed information for items listed under Compliance > Pending events. After accessing the section, follow these steps to explore the related details:
Na tabela que aparece, selecione um nome cujos detalhes deseja visualizar.
Aparecem as guias Detalhes da empresa e Compromissos.
Na guia Detalhes da empresa, analise as seguintes informações para esse nome:
- DetalhesExibição de detalhes principais, endereços primários, datas de contabilidade e muito mais.
- EndereçosExibição de informações sobre endereços primários.
- Para ver os detalhes do compromisso, abra a guia Compromissos. Use as opções de pesquisa e Colunas para filtrar e personalizar a exibição.
Observação
Se selecionar um nome na guia Compromissos, será redirecionado para a página de detalhes do indivíduo.
The Pending events details page includes an option to navigate to classic Entidades. For more information, refer to Navigating to classic Entidades from modernized version.
