Copy of Activity Log Admin

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.

Area / Category / Sub-Category

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

Manage Activity Log Structure

The Manage Activity Log Structure (See Admin - Security) permission is required to manage the Activity Log structure tree.

Level	Description
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

Managing Hierarchy Limbs

Action	Steps
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
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.

Field	Description
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.

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

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