Wiki source code of Manage Activities
Version 4.1 by Isaac Mejia on 2026/06/08 19:59
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1.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
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| 3 | **Creating** and **Editing Activities** in the **Activity Scheduler** are very important tools for facilities. **Activities** assist with organizing packages that can be created, tracking whom is attending the activity, and whom is training/running the activity. All of this is done through the **Manage Activities** feature in the **Activity Scheduler**. Below is a overview of the **Manage Activity** feature. | ||
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| 5 | == Accessing Manage Activities == | ||
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| 7 | [[image:1590689821.png]] | ||
| 8 | To access the **Manage Activities** feature, run your cursor to the **Activities** tab. | ||
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| 10 | Once there a drop down menu will appear with the **Manage Activities** link. | ||
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| 12 | Please select the **Manage Activities** link. | ||
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| 14 | == Manage Activities Screen Overview == | ||
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| 16 | [[image:1590558777.png]] | ||
| 17 | Now that you have select the **Manage Activities** link, this screen will appear. This is where you can view all **Activities** created and to either **Edit Existing Activities** or **Create New Activities.** | ||
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| 19 | **Filter by:**This is where you can **Filter** the **Activities**you are viewing by either the **Group** the **Activity** is attached to or the **Instructor** that is running the **Activity**. Select the drop down menus to be able to filter accordingly. | ||
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| 21 | **Activities:** Here is where all **Activities** will appear. This is where some of the basic information that is attached to the **Activity**is shown. | ||
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| 23 | The**Activity Name, Group, Instructor, Location, Date From, Date To, Time From,** and **Time To** will appear. | ||
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| 25 | If you need to **Edit** any of these **Activities,** all you have to do is click the **Activity** that you wish to **Edit**. | ||
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| 27 | If you would like to create a **New Activity** please select the **Create Activity** link off to the right. | ||
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| 29 | == Creating/Editing an Activity == | ||
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| 31 | [[image:1590558783.png]] | ||
| 32 | If you select the **Create Activity** link or choose to **Edit** an **Activity** this **Activity Edit** screen will appear. This is where you will **Build** or **Edit** the **Activity**. Below we will go over all fields. | ||
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| 34 | **Activity:** This is the field where you will name the **Activity** you wish to create or edit. //This is a required field// | ||
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| 36 | **Group:** The **Group** that will be associated with the **Activity.**//This is a required field// | ||
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| 38 | **Duration:** How long the **Activity** will be. Place either how many **Minutes** or **Hours** the **Activity** will be the the first field and then with the drop down select either **Minutes** or **Hours**. Ex. 30 Min or 1 hour. //This is a require field// | ||
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| 40 | **Instructor:** Whom is teaching/running the **Activity**. Select the drop down and all **Instructors** that have been entered in should appear. | ||
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| 42 | **Instructor E-mail:** If your **Instructor** would like to be notified by email if someone has signed up for the **Activity**, please place the **Instructors** email in this field and select the correct choice in **Notify when Booked**. | ||
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| 44 | **Location:** If you have a certain room or location where the **Activity** will take place you can select the drop down and attach that **Location** to the **Activity**. | ||
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| 46 | **Attendee Limit:** Where you will place how many people can attend your **Activity**. You can also choose if it is exclusive to active members by checking the **Members** **Only** check box. | ||
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| 48 | **Dates:** Where you will select when the **Activity** begin and ends. If you wish to have a recurring activity and no end date please leave the **To** section blank. | ||
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| 50 | **Time:** The time your **Activity** will take place. It will need to also match the **Duration**you placed on file as well | ||
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| 52 | **Days:** This is where you can select what days the **Activity** will be taking place. | ||
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| 54 | **Daily:** If your **Activity** will take place every day place select this choice. | ||
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| 56 | **Weekdays:** If your **Activity** will take place Monday-Friday please select this choice. | ||
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| 58 | **Weekends:** If your **Activity** will take place Friday-Sunday please select this choice. | ||
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| 60 | **Custom:** If you would like to choice which exact days your **Activity** will take place like Tuesday and Thursdays only, select this choice and check the days your **Activity** will be available. | ||
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| 62 | Once all information is filled out select **Save Activity** and you have now just **Created/Edited** your **Activity**. This Activity will now appear in the **Activities** section and will appear on your **Calendar** and will be eligible for members to sign up. | ||
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| 64 | This completes the overview of **Manage** **Activities** |