Collection Details

How to add a new activity and manage actions

On this page

• Adding a new activity

• Actions

  • Navigating to collections page

  • Importing a collection

  • Linking a survey

  • Getting a share code

Adding a new activity

Steps:

1. To add a new activity to an existing collection; from the home page under Every Activity, press the Collections icon on the left side bar.

2. Present on screen will be a list view of categories including collection names, collection descriptions and collection types. Select the name of any existing collection to which you want to add the activity too.

   • Alternatively, follow Creating a new collection to create a new collection to which you want to add the activity too.

3. Click the add activities icon.

4. Select the drop down arrow in the Select an activity search bar.

5. Scroll through the list of all activities and select the activity that must be added to the collection.

   • Alternatively, when there are no results, click on the Select an activity search bar and enter at least two characters to start searching for activities.

6. Select an activity. This step may be repeated to add additional activities to the collection at once.

7. Click Import to add the activity to the collection.

The new activity will now successfully be added to the collection. Additional activities may be added if required.

Actions

Navigating to collections page

Steps:

1. From the home page under Every Activity, press the Collections icon on the left side bar.
2. Present on screen will be a list view of all collection IDs, collection names, collection descriptions and collection types. Select the name of any existing collection to which you wish to import a collection too.

3. Click the Actions icon in the top right corner.

Importing a collection

Steps:

1. After navigating to collections page, select the Import from collection option in the drop down menu.

2. In the Import from Collection pop-up box, select the details of the activity collection to be imported.

   • The mandatory fields are Fiscal Year and Collection.

     • Select the Fiscal Year of the collection you are trying to import from.

     • Select the Collection name you are trying to import.

3. Click Import to finish importing all activities into this collection.

All activities linked to the collection selected in the dropdown will now be imported successfully.

Linking a survey

Steps:

1. After navigating to collections page, select the Surveys option in the drop down menu.

2. In the Collection Surveys pop-up box, search for a survey by name in the Find a survey by name... search bar.

3. Select the survey.

The selected survey will now be linked as a survey required for completion to all activities in the initially selected collection.

Getting a share code

Steps:

1. After navigating to collections page, select the Get Share Code option in the drop down menu.

2. Click Copy on the right side of the Share Code to share the collection share code with others.