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Available to users with Activity Manager privilege or Admins. |
- Go to Activities.
- On the right, click the +New button at the top of the Activities pane.
- The Edit Activity window pops up. → By default, you are brought to the Basics tab of the new Activity.
- Continue with setting up the basic properties of the Activity.
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Manage the basic settings of your Activity:
- Name the Activity (Basics tab)
Enter the name of the new Activity in the Activity title field.
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You are not able to switch between the tabs of the Edit Activity pop-up until you name your new Activity. NOTE: Users with only Activity Manager privilege cannot perform any actions in Advanced Scheduling. |
Proceed with the following steps to complete Activity setup:
Action | Tab | Related Help site pages |
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Define the Start and End dates | Basics tab | How to Set Up Start and End Dates |
Add Cases | Basics tab | How to Assign Cases |
Add Participants | Participants tab | How to Assign Participant Groups |
Make sure the Activity has its own Activity Manager(s) | How to Share Activities with Activity Managers and SRP Users | |
Set up Report accessibility forLearners or Report Reviewers |
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Make good use of other Activity features as well:
Action | Tab | Related Help site pages | ||
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| Basics tab | How to Set Up User-Action-Controlled Video Recording | ||
| How to Create Generic Emails | |||
| Basics tab | How to Set Up and Apply an Evaluation Case | ||
| Emails tab | |||
| Activities module, Cabinets panel | |||
| Basics tab | How to Specify Type of Activity
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| Assignments tab | How to Create Evaluator-Evaluee Subgroup Assignments | ||
| Options tab | Options tab |
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For further information, visit ourActivity Manager, Activity - How to pages and view our Activity Manager Training Videos. |
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