Readiness: what an event is still missing
After this article you know how the Readiness area collects open items across all events, how to close an item, assign it as a task or dismiss it, and how to configure which checks apply to your operation.
Readiness answers one question: what is still missing before this event runs? Instead of clicking through every event, you see all events with something open in one place.
Where to find it
In the sidebar under Readiness. The entry appears as soon as you may view at least one of the Events, Staff, Inventory or Finance modules.
How the list is built
The list has two sections, because two different jobs are involved:
- Upcoming — the event is ahead, this is preparation. Sorted by proximity to the date.
- To close — the event is over, this is follow-up. Sorted by age.
Under each event there is one row per open item, with the reason attached — for example “2 of 4 slots unfilled”. Every row has a button that takes you exactly where the item gets closed.
The checks
| Check | Fires when … | You close it … |
|---|---|---|
| Staffing missing | no shift exists or slots are unfilled | in the event's shift plan |
| Packing list incomplete | a released packing list still has unchecked items | in the packing list |
| Not invoiced yet | the event is over and no invoice was sent | in the event's documents |
| Guest count changed | the guest count differs from the one last printed with | by pulling a fresh production list |
| Date not confirmed | the date is still marked unconfirmed | in the event's master data |
| No address | neither event, room, room group nor company address yields one | in the master data |
| No contact person | no contact is linked to the event | in the master data |
| Document without recipient | a draft document has no recipient | in the document |
About the invoicing check: it looks at whether any invoice was sent at all. If you work with partial invoices, the check goes quiet once the first one is out.
Assign an item as a task
Click Assign as task on the row, pick a person and a due date — prefilled from the event date. The task is attached to the event and shows up in that person's bell and in the staff portal. At most one task exists per item and event, so clicking twice creates no duplicate.
Dismiss an item
Not every item applies to every event. For an internal tasting, the missing contact person is intentional. Dismiss the row — it disappears for that one event while the check stays active everywhere else.
Rule of thumb: dismiss individual false alarms. Only switch a check off entirely when it does not fit your operation at all.
Switching checks on and off
At the top of the page under Checks you configure per check:
- on or off — what you do not do this way should not remind you
- lead time in days — how early before the date the check should fire, for example 7 days for staffing
- default assignee — who gets suggested when assigning
Staffing missing and Packing list incomplete ship switched off. They only make sense if you actually keep shifts or packing lists in Univents. Switch them on once you do.
Custom checks
Below the eight built-in ones sits the Custom checks block. There you define what matters in your operation — with a name, conditions (guest count, budget, tags, venue, customer and more) and a time frame. A custom check appears in the list like any built-in one and can be assigned and dismissed the same way. Up to 20 per workspace.
The details are in Readiness: build your own checks.
Who sees what
The list is filtered server-side by your role permissions. Without finance permissions, items about invoices and documents are never delivered to you — they are not merely hidden, they are not transmitted.
The first time you open it
Univents checks 90 days back and 120 days ahead. So on first use, older events with open items appear as well. That is not a bug, it is your backlog. A note above the list says so, and you can dismiss it.
Not there yet
- Readiness is not available on mobile.
- The checks do not trigger automations or emails yet. Whoever should be notified gets a task assigned today.