Add Activity

Figure 356  Negotiation Document  > Activities & Attachments Section > Add Activity Subsection – Example Layout

 

 

Table 201  Negotiation Document  > Activities & Attachments Section > Add Activity Subsection – Field Descriptions

Field / button

Description

Location

Required.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Activity Start Date

Required.  Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Followup Date

Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Activity Type

Required.  Use the drop-down  menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.  Select one of the following options:

Activity End Date

Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Last Update

The date the Negotiation e-doc was last updated is displayed after saving automatically by the system.

Number of Days

Automatically calculated and displayed by the system, this is the elapsed number of days since the activity start date to the current date.

Create Date

The date the Negotiation e-doc was created is displayed after saving automatically by the system.

Last Update By

The user name of the last person to make an update to this Negotiation e-doc is displayed after saving automatically by the system.

Activity Description

Type text to expand on the Activity Type and indicate a summary of its unique purpose.  Click the expand text  icon to display a pop-up window with an expanded text entry area if you want more screen real estate to type in, and then click the continue button to close the window and return.  After text has been entered and saved, click the green arrow icon to read it in its entirety in the larger pop-up window, and then click the close button to close the window and return.

restrict

 Click restrict to prevent the OSP Administrator from viewing or printing details.  When this is clicked, the button changes to unrestrict, and only basic identifying information may be viewed by them.

 Unrestrict to allow the OSP Administrator to view all details.

File

Required.  Click the [Browse…] button to select and upload a local file.  The attachment filename is displayed with an icon as a numbered line item in the Attachments section.

 Click the delete button to remove an attachment.

Description

Type to enter text that summarizes the purpose of the file being attached.  Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.

add activity

Click the add activity button to add the information you entered and/or selected in this section as its own expandable subsection below.