Table of Contents |
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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 |
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Area |
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Category |
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Sub-Category |
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Managing Hierarchy Limbs
Action | Steps |
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Add an Area |
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Add a Category Add a Sub-Category |
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Renaming |
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Deleting |
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Deactivating |
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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 |
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Description |
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Office |
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Text |
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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.