Start an accountability event

  1. In the navigation bar, click Account > New Event.
  2. On the Select Accountability Template screen, click Select beside the template you want to use as the basis for the event.
  3. (For accountability templates with placeholders only.) In the Custom Fields section, select the values for any placeholders.
  4. Refer to the following topics for detailed instructions on how to fill in or modify existing content in the template and identify affected users:
  5. When you have finished creating the event, click Review and Start to review the details and settings for the event. The Affected Users Summary section of the Review and Start screen displays device type and targeting information for all users. If dependents are enabled for your organization and targeted in the event, they are displayed.
  6. If you need to change anything, click Cancel on the Review and Start screen and then make the changes on the event creation screen.
  7. Click Start.