Creating an activity entails required and optional steps. Optional steps are indicated separately.
1. In the Activities module, click the +New button in the Activities panel.
The Edit Activity pop-up window appears with all available tabs.
2. Enter the title in the Activity title field.
3. Specify the Start and End date in the corresponding menus.
4. Add case(s) by starting to type the name of the desired case in the Assign Case field in the Cases panel.
OPTIONAL:
- For case evaluation, assign a case that contains a Case Evaluation part in the Evaluation case field.
- Use the checkboxes in the Cabinets drop-down to place the activity in one or more cabinets.
- Specify the type of the activity, client and video settings or add notes if desired.
6. When finished, switch to the Participants tab to assign the three participant groups using the drop-down menus and typing characters for focused selection.
OPTIONAL:
- For case
nce all groups are assigned, switch to the Emails tab to prepare emails to be sent out on-demand or automatically.
11. On the Assignments tab, faculty and peer evaluations can be set up through assigning users or groups of users to each other.
12. Data Entry and Access specification can be set up on the Options tab.
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.