- Select the Activity icon on the Dashboard home screen.
The Activities module appears.
NOTE: Only users with Admin or Activity Manager privileges will see the Activities icon on the Dashboard home screen.
2. Click the +New button in the Activities panel.
The Edit Activity pop-up window appears with all available tabs.
NOTE: By default, the Basics tab is displayed when the Edit Activity pop-up window opens.
3. Enter the title in the Activity title field.
IMPORTANT: When creating a new activity, providing a title is necessary for switching between tabs.
4. Specify the Start and End date in the corresponding menus.
5. Add case(s) by starting to type the name of the desired case in the Assign Case field in the Cases panel.
6. For case evaluation, assign a case that contains a Case Evaluation part in the Evaluation case field.
7. Use the checkboxes in the Cabinets drop-down to place the activity in one or more cabinets.
8. Specify the type of the activity, client and video settings or add notes if desired.
9. When finished, switch to the Participants tab to assign the three participant groups using the drop-down menus and typing characters for focused selection.
IMPORTANT: When adding the Faculty (owner) and the Learner groups, their members are automatically assigned to each other on the Assignments tab, consequently, when changing either group, the system requires confirmation as such assignments would be deleted through the change.
10. Once all groups are assigned, switch to the Emails tab to prepare emails to be sent out on-demand or automatically.
IMPORTANT: The Evaluation email button only only becomes activated if there is an evaluation case selected on the Basics tab.
11. On the Assignments tab, faculty and peer evaluations can be set up through assigning users or groups of users to each other.
NOTE: Adding new group is only possible after having Faculty and Learner groups already assigned to the activity.
12. Data Entry and Access specification can be set up on the Options tab.
NOTE: For more detailed description, see the How to Assign Cases section.
13. Access to the activity and the scope of the access can be determined on the Share tab.
14. Access to the reports of the activity can be specified on the Reports tab.
15. As saving of any change is automatic, once completed, you can close the Edit Activity pop-up window by clicking the X in the top right corner.
Overview
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