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The Edit Activity pop-up window is the facet to create a new or modify an already existing activity. The different tabs of the pop-up contain data relating to different properties of the activity.



Basics 

On this tab, all basic information can be entered about a specific activity, including its title, the start and end dates, the type of the activity, as well as the cases assigned.

IMPORTANT: Providing a title is essential in creating a new activity. Without a title entered, switching between tabs is not possible. Also, if no title is provided, the system does not save the newly added activity, even if there were other data entered on the Basics tab.

Optionally, evaluation case can be selected, the activity can be linked to a cabinet, and automatic video operation can be set up.


Events

Events (previously referred to as sessions) can be added to an activity in the Calendar or the Activity Scheduler page of the Activities module.
Once added, the events will be accessible to modify directly from the Events tab of the Edit Activity pop-up window.


Participants

The three groups of participants can be set up on the Participants tab. The category drop-down
menus list all the users in the system belonging to that category - independent of any sharing.
IMPORTANT: When adding the Faculty (owner) and the Learner groups, their members are
automatically assigned on the Assignments tab, consequently, when changing either group, the
system requires confirmation as such assignments would be deleted through the change.
From this tab, users can directly navigate to the User Manager module by using the link provided on the tab.
IMPORTANT: One particular group of users can only be assigned as one type of participating group.


Emails

The Emails tab allows for sending emails to all activity participants or only activity participants who
meet certain criteria. Messages can be sent on-demand or automatically at a specified date.
When adding a new message, the date and time of the sending out, the sender address, the recipients, as well as the subject and the actual message can be specified in a separate window. The status of the prepared email can be activated as ready or left deactivated (as default).
Further options include copying, previewing, sending immediately or deleting the email.
All added emails are listed on the Emails tab according to their status, with the optionally expandable
basic settings, including time, recipients, status, and the further options.
Evaluation emails can also be created and scheduled.
NOTE: For an evaluation email, there has to be an evaluation case containing a case evaluation part selected within an activity, and data entry has to be submitted.


Assignments

The Assignments tab within the Activities module replaces all restricted user functions and subgroup structures set up previously in User Manager.
IMPORTANT: Users with Activity Manager privilege can only access already existing activities that are shared with them on the Share tab of the Edit Activity pop-up window. However, they can create and thus fully access new activities.
NOTE: Adding new group(s) on the Assignments tab is only possible when all groups are set properly.
When the Faculty and the Learner groups are set, the two groups are automatically assigned to each other as evaluator and evaluee subgroups. If different assignments are intended to be set up, clicking the link provided on the Assignments tab prompts an editable assignment panel to appear.
By default, when creating or updating an activity, direction of assignment in the top-middle of the tab is set to Faculty - Learner relation.
NOTE: When switching direction to Learner - Learner, access for peer evaluation can be set up.
When creating a new group, a title is automatically generated by the system. The title can be changed by clicking in the title field.
TIP: Both individual users and groups of users (as previously created within the User Manager) can be added to a subgroup.
It is possible to delete individual users, evaluator groups or evaluee groups separately, as well as to remove groups assigned to one another as one entity.


Options

The Options tab lists all Data Entry and Access restrictions through which access features to an activity can further be specified.
NOTE: The Options tab contains the parameters previously found on the Dates & Users tab of the
Event Manager (that has now become the Activity Manager as events have been re-labeled activities).


Share

User access and the scope of user access can be set up on the Share tab.
NOTE: By default, everyone has read-only access to a newly created activity, and the user having created the activity is automatically given read-and-write access to the activity.


Reports

The Reports tab includes all the settings formerly available within the Report Availability panel of the Event Reporting Setup (now Activity Reporting Setup) in the Reports module.
The tab has two separate views: one with all the settings concerning learners' access to reports and the other containing the settings determining report reviewers' access.
NOTE: By default, the Learner access settings are displayed.
IMPORTANT: When setting up access for subgroups, access not given at a broader level (e.g. whole group) can be granted for a subgroup, but not vice versa.


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