Kavi® Status Tracker Help
The Edit Activity Details tool is used to edit activity data as new information becomes available, such as when a new document becomes available or a scheduled activity is complete and ready to be recorded.
When editing activity details, pay special attention to the Date Scheduled and Date Occurred fields. If the the Date Occurred field hasn't been set already, the value of this field is automatically set to the current date when this activity is edited. If you aren't ready to set the Date Occurred at this time, delete the value in this field so that the field is empty. You may also manually set a different date if desired.
If you want to switch to a different Activity Type, use the Change Activity Type tool instead.Back to top
Only the Submitter field is required by default, but additional fields may be required by your organization. You should pay special attention to the Date Scheduled and Date Occurred fields. As previously discussed, the current date is automatically added to the Date Occurred field. If you don't want this date recorded, delete or overwrite the value in this field, entering a date in MM/DD/YYYY format.
When you are satisified with your edits, click the Save button. The Activity Details page is displayed so you can review the results.
The name of this project.
- Activity Type
The Activity Type on which this activity is based.
- Date Scheduled
The date this activity is scheduled to occur. This field is usually only populated if an activity is scheduled in advance. In MM/DD/YYYY format.
- Date Occurred
The date this activity actually occurred. This field is populated when the activity is recorded. If the activity was not scheduled in advance, the Date Occurred field is set when the activity is added and the Date Scheduled field remains empty. If the activity is scheduled in advance, this field is left blank until the activity is recorded. In MM/DD/YYYY format.
- Last Modified
The Last Modified Date for this activity. Set automatically by Kavi Status Tracker.
The Submitter of this activity. Required by default.
A short summary of this activity. This optional field is present in all Activity Types by default.
A field used to store notes about this activity. This optional field is present in all Activity Types by default.
- Select Document
A field used to upload a document that is relevant to this activity. This optional field is created by default but isn't necessarily present in all Activity Types.
- Select Ballot
A field used to select a ballot to associate with this activity. This optional field is created by default but isn't necessarily present in all Activity Types. It is generally used for balloting activities only.
- Select Group
A field used to select a group with which this activity is associated. This optional field is created by default but isn't necessarily present in all Activity Types.