Team Activity Events
The Team Activity Events page displays Activity Transactions and Activity Transaction Results for a specified team.
To access the Team Activity Events page:
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As a manager, navigate to
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As an employee, navigate to
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Activity events displayed are based upon the specified Date Range and are displayed chronologically by date. The following activity event details are displayed on the page:
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Start- Event start time
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End- Event end time
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Activity- Name of the activity
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Acceptance- Acceptance status
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Anomalies- Anomalies encountered during the activity event
Select a Team
Use the Team drop down at the top left of the Team Activity Events page to determine which team's activity events are displayed.
Toolbar Options
Add Activity- Add a new activity event.
Team Activity Event Details- Opens the Team Activity Event Details page.
Accept All- Grants acceptance status to all activity events.
Remove All- Removes all activity events.
View Deleted- Displays deleted or removed activity events.
Date Range- Activity events displayed on this page will always fall within the defined Date Range.
Refresh- Refreshes the page to check for changes to activity events for the selected team.
Add Activity Events
To add a new activity event on the Team Activity Events page:
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Select Add Activity from the toolbar. The Add Activity Event right-panel appears.
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Enter the following details in the panel:
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Activity- Enter or search for the desired activity.
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Start Date- Select a date for the event to start.
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Start Time- Select a time for the event to start.
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May be closer by form- Select whether the activity may be closed through a Stop Activity form. Default = No (unchecked)
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End Date- Select a date for the event to end.
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End Time- Select a time for the event to end.
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Start Time Zone- Enter the event start Time Zone.
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End Time Zone- End the event end Time Zone.
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Select Save.
View and Edit Event Details
Clicking an existing Activity Event opens the Activity Event Details right-panel.
In the Activity Event Details right panel, the following fields and options are displayed.
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View Team Members- Click to view employees currently assigned to the Activity Team for this event.
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Activity- Name of the Activity
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Start- Configured start time.
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End- Configured end time.
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May be closed by form-
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Results
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Acceptance
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Anomalies
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Time Zone (Start and End)
Click the Edit button to alter activity event details, or click Cancel to close the panel.
When Edit is selected, the Manage Activity Event right panel appears with the following fields:
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Activity- Enter an activity or use Search for Activity to find an activity to assign to the event.
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Start Date- Enter the Start Date for the Activity.
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Start Time- Enter the Start Time for the Activity.
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May be closed by form- Select whether the activity will be stopped when the associated activity form is closed.
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Transfer- Associate a transfer with the activity.
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End Date- Enter the end date for the activity.
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End Time- Enter the end time for the activity.
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Start Time Zone and End Time Zone- Select the Edit icon to edit time zones for the event.
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Add Results- Add Results for the event.
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Select Save to confirm your changes or Cancel to close the panel without saving.
Additionally, right-clicking on an activity event on the page opens a pop up with options to:
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Manage Activity- Open the Manage Activity right-panel.
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View Details- View Details for the Activity event
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Accept / Remove Acceptance- Add acceptance or remove acceptance for the event.
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Delete Activity- Delete the event.
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More Actions-Open a right panel with additional actions.