Viewing Activities - Actions and Permissions

Action Types:

Specific actions can be applied to activities from the web portal. Once an action is applied to an activity, the app will update during the next sync.

• Extend timer: Extends the activity timer by a custom amount.
• Reset timer: Resets the activity timer.
• Finish activity:
  • During an active activity: finishes the activity.
  • During an alerted activity: Cancels the alert.
• Stop activity:
  • During an active activity: Finishes the activity (confirmation is required).
  • During an alerted activity: Cancels the alert (confirmation is required).
• Remind user to cancel alert: Sends an email to the alerted user asking them to cancel the alert.
• Start Follow-Up: Starts the follow-up.
• Complete Follow-Up: Completes the follow-up.

Active Activity Permissions:

The following permissions apply to active activities.

Users - Any user viewing their own activity can:

• Extend timer: Yes
• Reset timer: Yes
• Finish activity: Yes

Team Leaders - Team leaders viewing a team members activity can:

• Extend timer: No
• Reset timer: No
• Finish activity: Yes

Admins - Admins viewing any activity can:

• Extend timer: Yes
• Reset timer: Yes
• Finish activity: Yes

Alerted Activity Permissions:

The following permissions apply to alerted activities.

Users - Any user viewing their own activity can:

• Finish activity: Yes
• Start Follow-up: No
• Reminder user to cancel alert: No

Team Leaders - Team leaders viewing a team members activity can:

• Stop activity: Yes
• Start/finish Follow-up: Yes
• Reminder user to cancel alert: Yes

Admins - Admins viewing any activity can:

• Stop activity: Yes
• Start/finish Follow-up: Yes
• Reminder user to cancel alert: Yes