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Setup Questions Visit Activities

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list for more information: Activity Setup.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details in the topic Activities Overview.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.

Questions for Visit Activities

Activity 1

Description:

What description do I want to use for this activity?

Enter a description: ________________________

Days After:

How many days must elapse before the system adds the activity to the Today's Activities snap-in on the end-user's Dashboard?

Enter the number of days: ___________________

Days to Complete:

How many days does the end-user have to complete the activity once it displays on the Dashboard?

Enter the number of days: ___________________

Priority:

What priority do I want to assign to this activity?

Enter a priority: ____________________________

Activity 2

Description:

What description do I want to use for this activity?

Enter a description: ________________________

Days After:

How many days must elapse before the system adds the activity to the Today's Activities snap-in on the end-user's Dashboard?

Enter the number of days: ___________________

Days to Complete:

How many days does the end-user have to complete the activity once it displays on the Dashboard?

Enter the number of days: ___________________

Priority:

What priority do I want to assign to this activity?

Enter a priority: ____________________________

Activity 3

Description:

What description do I want to use for this activity?

Enter a description: ________________________

Days After:

How many days must elapse before the system adds the activity to the Today's Activities snap-in on the end-user's Dashboard?

Enter the number of days: ___________________

Days to Complete:

How many days does the end-user have to complete the activity once it displays on the Dashboard?

Enter the number of days: ___________________

Priority:

What priority do I want to assign to this activity?

Enter a priority: ____________________________

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Activities Overview