Activity Tracking Members
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Activity Tracking Members

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Article Summary

About Activity Tracking Members

Activity tracking in Campus Cafe allows the organization of activities that may be utilized to store notes or documents or configured to trigger an action such as an email. Activity Tracking Templates can be identified with a specific member for organizational and security purposes. For example, the Activity Tracking Member Admissions may be associated with actions and notes that occur during the application process and be limited to the Admissions Office. Another member Bursar would be associated with student financial notes and actions and be limited to the student financials team.

Creating Activity Tracking Templates

  1. Navigate to Admin > STParm Maintenance
  2. In the Parameter Code box enter ZZOFFC
  3. In the Parameter Value box enter the brief name for the member
  4. Click Add
  5. In the description box enter a short description for the member
  6. In the Long Description box enter a long description for the member
  7. Click Save
  8. After making adjustments, run the Refresh Data Cache by navigating to Admin > Refresh Data Cache and clicking reload data to see the change immediately.
Important
A user must belong to a permission group granted access to the template member to be able to see and/or use the member. Refer to the permissions documentation for information on assigning members to permission groups.

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