The Activity Data Form allows you to capture the details of any events that may affect your organization. Whether they're daily routine events or those that require more attention, use these forms to track when and where the activity occurred, responses, involvements, and more.
The following series of videos will introduce you to the typical data entry that can be completed on the Activity form.
Please note, while some of these videos demonstrate the data entry on an Incident data form, the same process applies to the data entry on Activities as well.
How to Watch:
YouTube: Activity Data Form playlist
Download:
| General Details | Linking Records |
| Responses & Requests | Setting Record Security |
| Adding Involvements | Creating Assignments |
| Adding Attachments |