Kavi Help CenterKavi® Status Tracker Help
| Chapter 16. Edit Activity Details | ||
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Part II. Kavi Status Tracker Member Tools | 
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Table of Contents
The Edit Activity Details tool is used to edit activity data as new information becomes available, such as when a task associated with the activity is completed or the activity itself is ready to be recorded.
Note
Once an activity is scheduled, you cannot use Member Area tools to delete it or switch it to a different Activity Type. If you need to do either of these things, contact an administrator.
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.
When you are satisified with your edits, click the Save button. The Activity Details page is displayed so you can review the results.
- 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.
- Submitter
The Submitter of this activity. Required by default.
- 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.
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| Chapter 15. Activity Details |  |
Part III. Kavi Status Tracker Reports |