Pending events
The Pending events feature is available in both the classic and modernized versions of 实体. 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 实体
Pending events enable users of the 实体 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 实体 app in certain jurisdictions. When the documents are accepted, they are able to update the 实体 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 实体 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 实体 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 实体
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.
| 过滤器或选项 | 描述 |
|---|---|
| 搜索 | 按名称、实体快速参考或提醒说明搜索项目。 |
| 过滤器 |
该面板包含以下操作：
|
| 列 | 显示或隐藏列，例如事件、说明、事件状态和用户。有关详细信息，请参阅Columns。 |
| 我的提醒 | 在工具栏中选择我的提醒以切换视图。
首选项将保存到设备中，并在刷新、注销或重置过滤器时保持不变。 |
| 表格列的排序或重新排列 | 使用多列排序，按定义的优先级顺序根据多个字段组织结果。按任何受支持的列排序，然后按 Shift 并选择其他列以添加二级或三级排序级别。您可以根据需要添加任意数量的排序列。有关详细信息，请参阅Sorting or ordering table columns。 |
| 行 | 选择显示 10、25 或 50 行。使用分页控件在页面之间导航。 |
表中的每一列都包含自动调整当前列大小、自动调整所有列大小或将列宽重置为默认值的选项。
Accessing pending event details
In the modernized 实体 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:
从出现的表中，选择要查看其详细信息的名称。
此时将出现公司详细信息和任命选项卡。
在公司详细信息选项卡上，查看该名称的以下信息：
- 详细信息查看主要详细信息、主要地址、会计日期等。
- 地址查看主要地址信息。
- 若要查看任命详细信息，请打开任命选项卡。使用搜索和列选项过滤和自定义视图。
说明
如果在任命选项卡中选择一个名称，系统将跳转到该个人的详细信息页面。
The Pending events details page includes an option to navigate to classic 实体. For more information, refer to Navigating to classic 实体 from modernized version.
