How to Create an Activity

Available to users with Activity Manager privilege or Admins.

Go to Activities.
On the right, click the +New button at the top of the Activities pane.
The Edit Activity window pops up. → By default, you are brought to the Basics tab of the new Activity.
Continue with setting up the basic properties of the Activity.

Manage the basic settings of your Activity

Name the Activity (Basics tab)
Enter the name of the new Activity in the Activity title field.

You are not able to switch between the tabs of the Edit Activity pop-up until you name your new Activity.
Once the name of the Activity is saved, a link leading to Advanced Scheduling appears in the top right corner of the editing window.

NOTE: Users with only Activity Manager privilege cannot perform any actions in Advanced Scheduling.

Proceed with the following steps to complete the Activity setup:

Action	Tab	Related Help site pages
Define the Start and End dates	Basics tab	How to Set Up Start and End Dates
Add Cases	Basics tab	How to Assign Cases
Add Participants	Participants tab	How to Assign Participant Groups
Make sure the Activity has its own Activity Manager(s)	Share tab	How to Share Activities with Activity Managers and SRP Users
Set up Report accessibility for Learners or Report Reviewers	Reports tab	How to Set Up Report Availability for Report Reviewers How to Set Up Report Availability for Learners

💡 Make good use of other Activity features as well

Action	Tab	Related Help site pages
Select video start and stop conditions	Basics tab	How to Set Up User-Action-Controlled Video Recording
Create and send Emails to the participants of the Activity	Emails tab	How to Create Generic Emails
Assign an Evaluation Case to the Activity to collect feedback from learners	Basics tab	How to Set Up and Apply an Evaluation Case
Use the Evaluation email option to send out the evaluation checklist to learners	Emails tab	How to Create Evaluation Emails
Manage Cabinets: move your Activity from one cabinet to another or add it to multiple cabinets.	Activities module, Cabinets panel	How to Create a New Activity Cabinet How to Delete an Activity Cabinet
Select the type of the Activity from the Type drop-down or create a new type.	Basics tab	How to Specify Type of Activity Activity types are automatically color-coded by the system. The color of an Activity will mark every related event blocked off in the Calendar.
Manage which Faculty member or Learner evaluates which learner(s)	Assignments tab	How to Create Evaluator-Evaluee Subgroup Assignments
Restrict data entry or Activity-access options	Options tab	Options tab

For further information, visit our Activity Manager, Activity - How to pages, and view our Activity Manager Training Videos.