Kavi® Members Help

Chapter 85. Add User Activity Record

Overview

The Add User Activity Record tool allows administrators to add an activity record to a user's activity history. This activity record is accessible only to administrators.

Use the Add User Activity Record tool to:

Add an activity record to a user's activity history.

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How to Add a User Activity Record

Search

Search for a user or set of users by setting any or all of the optional fields to refine the search criteria. When you are finished setting the search criteria, press Search. For faster searches, set multiple search criteria to retrieve a narrowed set of results. When multiple search fields are set, the results only include users who match all search criteria. If your search doesn't retrieve the results you need, use the Back button to return to the search step and reset the search parameters to retrieve a slightly larger set of records (e.g., search by partial name instead of full name). To view all available users, you may leave all search fields set to their default values, but searches that retrieve a large number of records are inherently slower than searches that retrieve a small number of records.

Select

The results of your search are displayed; select the appropriate user.

Add

Provide the information you would like to add to this activity record, then click Add. Certain fields are prefilled, including 'Origination' and 'Submitter's Username'.

Fields:

Date

The date of the event to which this activity record pertains. This defaults to the current date, but if you are adding an activity record for an event that happened in the past, such as a comment explaining a change that was already made to this user's information, you may set this value to the date that the information was changed.

Origination

Automatically set to Admin Addition.

Submitter's Username

Automatically set to the username of the user entering the record.

User

The full name of this user is displayed.

Activity Type

Select from one of several default activity types (e.g., 'Comment', 'Edit', 'Reminder'), or an activity type specific to this organization.

Activity Note

Add a free-text comment to this user's Activity History. This note is part of this user's permanent record, is visible to administrators only, and can be viewed through the User Activity History tool.

Done

You've just added an activity note to this user's activity history! Click Add Another to add another activity record.

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Related Topics

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