Available to users with Activity Manager privilege or Admins. |
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 |
---|---|---|
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 for Learners or Report Reviewers |
|
Action | Tab | Related Help site pages | |
---|---|---|---|
| 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
| |
| Assignments tab | How to Create Evaluator-Evaluee Subgroup Assignments | |
| Options tab | Options tab |
For further information, visit our Activity Manager, Activity - How to pages and view our Activity Manager Training Videos. |