Kavi® Status Tracker Help

Chapter 14. Add an Activity

Overview

Use the Add an Activity tool when you have only one activity to add or when there is detailed information that should be entered as the activity is added. If you want to add multiple activities at once, use the Schedule Activities tool instead.

The tool displays a list of all available Activity Types. Select the Activity Type on which your activity will be based.

On the next step, a form displays instructions for adding an activity of this type, plus data collection fields associated with this type of activity. An asterisk indicates that a field is required. Click the calendar icons to set the Date Scheduled or Date Occurred fields (or enter text in MM/DD/YYYY format). If the activity has already occurred and you just want to record it, you may enter the date in the Date Occurred field only and leave the Date Scheduled field blank. If you want to schedule an activity for the future, you may enter the date in the Date Scheduled field only and leave the Date Occurred field blank for now.

As soon as you've set the activity details and click Save, this activity will appear in the activity schedule. As you can see from the Activity Details page, your name has been automatically entered as the Submitter of this activity.

Use Add an Activity to:

Add an activity to this project's activity schedule.

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How to Add an Activity

Select the Activity Type on which this activity will be based, then set values for all required fields and any optional fields for which data is available at this time. When you are satisfied with your settings, click the Save button.

Select Activity Type

All Activity Types associated with this project are displayed. Select the appropriate type of activity, then click the Select button to proceed to the next step.

Add

Set values for all required fields, plus any optional fields for which you have data. An asterisk indicates that a field is required.

To set the Date Scheduled or Date Occurred fields, click the calendar icons or enter text in MM/DD/YYYY format. If the activity has already occurred and you just want to record it, you may enter the date in the Date Occurred field only and leave the Date Scheduled field blank. If you want to schedule an activity for the future, you may enter the date in the Date Scheduled field only and leave the Date Occurred field blank for now. You may enter dates for both fields if you are recording an activity that occurred in the past and you want the Date Scheduled to appear in Project Data Reports.

Name

The name of this project.

Activity Type

The Activity Type on which this activity is based.

Date Scheduled

The date this activity is scheduled to occur. This field is usually only populated if an activity is scheduled in advance. In MM/DD/YYYY format.

Date Occurred

The date this activity actually occurred. This field is populated when the activity is recorded. If the activity was not scheduled in advance, the Date Occurred field is set when the activity is added and the Date Scheduled field remains empty. If the activity is scheduled in advance, this field is left blank until the activity is recorded. In MM/DD/YYYY format.

Last Modified

The Last Modified Date for this activity. Set automatically by Kavi Status Tracker.

Summary

A short summary of this activity. This optional field is present in all Activity Types by default.

Note

A field used to store notes about this activity. This optional field is present in all Activity Types by default.

Select Document

A field used to upload a document that is relevant to this activity. This optional field is created by default but isn't necessarily present in all Activity Types.

Select Ballot

A field used to select a ballot to associate with this activity. This optional field is created by default but isn't necessarily present in all Activity Types. It is generally used for balloting activities only.

Select Group

A field used to select a group with which this activity is associated. This optional field is created by default but isn't necessarily present in all Activity Types.

Done

You've just added a new project and the Activity Details page is displayed so you can review your new activity.

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