Event Types are the blueprints for every event created in NineID. They determine which tasks are automatically assigned, which roles can participate, how access is managed, and how long an event can run. Getting your Event Types right before you start creating events will save a lot of manual work later.
This guide walks you through every setting, tab by tab.
Where to find Event Types
Go to Configuration → Event Types in the left-hand navigation. You'll see a list of all existing event types, including their linked form, assigned tasks, requirements, and access model.
Step 1 — Create a new Event Type
Click Add Event Type in the top-right corner. A blank event type is created immediately and you're taken straight to its detail page. The event type is not saved until you click Save Changes — so make sure to complete at least the Name before navigating away.
Step 2 — General tab
The General tab covers the core identity of the event type.
Type Name (required)
Give the event type a clear, descriptive name. This is what event managers will see when they pick a type while creating an event, so keep it recognisable — e.g. Shutdown Maintenance, Contractor Visit, or Inspection.
Form
Attach a Form to the event type if you want event managers to fill in custom properties when they create an event of this type (e.g. permit numbers, project codes, or work descriptions). Only forms of type Event will appear here. If no form is needed, leave this blank.
Event Type Labels
If your workspace has the Labels feature enabled, you can assign one or more labels to the event type. Labels help event managers filter and find the right event type quickly when creating an event, especially in workspaces with many event types.
Archival Period
Set a duration after which an event is automatically archived once it ends. For example, setting this to 30 days means the event will be archived 30 days after its finish time. Leave blank to disable automatic archival.
Expiry Warning
Enable this to send an automatic email to the event's administrators shortly before the event is due to expire. Useful as a reminder to either extend or close the event.
Click Save Changes before moving to the next tab.
Step 3 — Requirements tab
The Requirements tab controls which tasks are automatically assigned to this event and which compliance requirements must be met for the event to be considered valid.
Tasks
Select one or more task templates here. Every event created with this event type will automatically have these tasks assigned to all participants. Tasks are the backbone of compliance in NineID — think safety inductions, document uploads, toolbox talks, and so on.
Tip: Only task templates of type Event or Approval are available here.
Requirements
Select the compliance requirements that must be fulfilled for this event type to be valid. These are evaluated against users' and companies' documents and statuses. If a requirement is not met, the event or user will be flagged accordingly.
If your workspace uses subcontracting, you'll see two separate requirement fields:
Requirements (Main Event) — evaluated for the primary contractor.
Requirements (Child Event) — evaluated for subcontractors attached to the event.
Click Save Changes before moving to the next tab.
Step 4 — Site Access tab
The Site Access tab determines how access to events of this type is managed and whether subcontracting is allowed.
Access Management
Choose between two access models:
User-based — Event managers assign access to individual users. Best for events with a known, fixed list of attendees.
Company-based — Access is granted at company level. All users belonging to an assigned company automatically receive access to the event. Best for large contractor groups or ongoing site access.
Allow Subcontracting
Enable this to activate the subcontractor management tools for events of this type. When turned on, event managers can attach child events (subcontractor events) to the main event, each with their own participants and compliance tracking. This setting ties in with the Requirements (Child Event) field on the Requirements tab.
Click Save Changes before moving to the next tab.
Step 5 — Permissions tab
The Permissions tab controls which roles are involved with events of this type and who is allowed to create them.
Assignable Roles
Select the roles that can be assigned to users participating in events of this type. For example, if this event type is for contractor maintenance work, you might only want roles like Contractor or Supervisor to be assignable — not Visitor or Employee.
Important: If you select a child role (a role that has a parent role), NineID will warn you if the parent role is not also included. Parent roles should generally be included to ensure the role hierarchy works correctly. You can click the suggestion in the warning banner to add the missing parent role automatically.
Take zones into account
When enabled, only roles that are linked to the event's assigned zone (and their parent roles) will be available for assignment. This is useful when different zones of your site have distinct role structures.
Can be used by
Restrict which roles are allowed to create events of this type. If left empty, any role with event creation permissions can use this event type. If you set specific roles here, only users with those roles will see this event type when creating a new event.
Click Save Changes before moving to the next tab.
Step 6 — Timing tab
The Timing tab lets you define default and maximum durations for events, and control how time selection works when an event is created.
Enable Time Selection
When enabled, event managers see time-of-day fields (not just dates) when setting the start and end of an event. Disable this for event types where exact times don't matter.
Default Start Now
When enabled, the start time of a newly created event is automatically set to the current date and time. Handy for event types that are typically created at the moment work begins.
Default Start Hour
Set a default hour (0–23) for the event start time. For example, entering 7 will pre-fill the start time as 07:00 whenever a new event of this type is created. Only relevant when Enable Time Selection is on.
Default Duration (hours)
Pre-fill the event duration in hours when a new event is created. Event managers can still change this manually.
Max Duration (days) / Max Duration (hours)
Set a hard maximum for how long an event of this type can run. If both are set, Max Duration (hours) takes precedence. This prevents events from being accidentally created with an unrealistically long duration.
Click Save Changes.
You're done — what happens next?
Once your event type is saved, event managers can immediately select it when creating a new event. All the tasks, requirements, roles, access model, and timing defaults you configured will be applied automatically.
A few things to keep in mind after publishing an event type:
Changes to an event type do not retroactively update existing events — they only apply to events created going forward.
If you add or remove tasks from an event type, you'll need to manually update existing events if needed.
Event types cannot be deleted once they are in use, but they can be archived to hide them from the event creation flow.
Quick reference — all settings at a glance
Tab | Setting | What it does |
General | Type Name | The name shown when creating an event |
General | Form | Custom properties form for the event |
General | Labels | Tags to help filter event types |
General | Archival Period | Auto-archive after N days/hours post-finish |
General | Expiry Warning | Email alert before event expires |
Requirements | Tasks | Auto-assigned tasks for all participants |
Requirements | Requirements | Compliance checks for the event to be valid |
Requirements | Requirements (Child) | Compliance checks for subcontractor events |
Site Access | Access Management | User-based vs Company-based access |
Site Access | Allow Subcontracting | Enables child event / subcontractor tools |
Permissions | Assignable Roles | Which roles can be assigned to participants |
Permissions | Take zones into account | Filter assignable roles by zone |
Permissions | Can be used by | Which roles can create this event type |
Timing | Enable Time Selection | Show time-of-day pickers on event creation |
Timing | Default Start Now | Pre-fill start time as current moment |
Timing | Default Start Hour | Pre-fill start hour (e.g. 7 = 07:00) |
Timing | Default Duration (hours) | Pre-fill event duration |
Timing | Max Duration (days/hours) | Hard cap on event length |