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Table of Contents
Table of Contents

Purpose

The Activity Log is a journaling utility that allows firms to create work logs.  These logs often turn into daily or weekly reports that are delivered to clients to summarize work activities performed on a project.

The Administration section of the Activity Log is used to define default text blocks that can be applied to the Activity Log entries created by technicians, project managers and lab staff.

Image RemovedText Libraries can be used with Activity entries. To use these on Activity Records, you will need to build library entries under the Text Library tab found under Activity. In addition to adding the Text Libraries, you also will need to build Forms that reference Text Library content. The easiest way to do this is to copy the Activity Log template forms into a new or existing Form.

Info

This module does NOT apply to Evaluation forms.

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Area / Category / Sub-Category

A hierarchy categorization structure can be set up and maintained by each firm.  This hierarchy has three levels.

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titleManage Activity Log Structure

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Similar to Activity Log, Text Libraries in Activity contain a three level hierarchy.


LevelDescription
Area
  • Highest level of the hierarchy
  • Contains one or many categories
  • Example: Concrete
Category
  • Middle level of the hierarchy
  • Contains one or many sub-categories
  • Exmaple: Laboratory
Sub-Category
  • Lowest level of the hierarchy
  • Example: Compressive Strength

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Managing Hierarchy Limbs

ActionSteps
Add an Area
  • Add by clicking the Add button in the upper-right above the tree

Add a Category

Add a Sub-Category

  • Right-click the "parent" area / category respectively
  • Select Add
  • Limb will be added below the parent
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Renaming
  • Right-click the limb name
  • Select Rename
Deleting
  • Right-click the limb name
  • Select Delete
Deactivating
  • Right-click the limb name
  • Select Deactivate

Managing Text Libraries

Text libraries can be defined at the Sub-Category level.  A Sub-Category can have one or many default text libraries.  To add a text library, just click the Add button above the Text Library grid.

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Tip

You can apply color formatting in text libraries, and the text will be colored when used on activity forms.


FieldDescription
Description
  • Brief description for when this text library applies
Office
  • Used to indicate if that text library applies to all offices or a single office.
    • The Manage Global Text Library permission is required to associate a text library to all offices (Global). See Permissions.
  • Required
  • If the office defined = Owning Office in Project Specifications, the text library will be available for selection for a given project
Text
  • Default text

Managing Placeholder Variables

Placeholder variables can be used in the text block.  These variables act as form fields that need to be answered when a user creates an Activity Log for a given text block.

Info

Placeholder fields should contain {{ }} around them. For example {{ My Field }}.

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Info

As with many other grids in the Administration module, the text library entries can be deactivated, deleted or reactivated.

Text Library Sort Order

You can control the order that Text Library records are listed when used in MetaField.

  • Chronologically
  • Alphabetically
  • Alphabetically - Global Paragraphs First

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