Note: Activity processing functionality is currently only supported in the Aeon Desktop Client and cannot be performed from the Aeon Web Client. Activity information can be viewed in the Aeon Web Client from the Activity Search Results grid.
The Aeon Activity form in the Aeon Desktop Client is comprised of a Home ribbon and four tabs: Details, Requests, Users, and History. The Activity form automatically opens displaying the Home ribbon and the Details tab.
If new default data fields added as part of an Aeon update are not visible on the Activity form, you may need to refresh the form. If you have customized your Activity form layout you may need to add the fields manually.
The Details Tab
The Details tab houses basic Activity information, such as the Activity ID, Name, Location, Begin and End Date and time, and fields for providing extra details such as an Activity description and type. There is a Notes section to add any information that would be helpful, and an Attendance Tracking Group that allows staff to manually enter an Attendance Count by date for the Activity. The Home ribbon here allows you to print call slips for the Activity's request items, delete the Activity, and clone the Activity. You can also add several user-defined ActivityInfo text fields to the form if you want to store additional information.
Database Fields Used in the Details Tab
- Activity ID: This is an automatically assigned value and becomes the Transaction Number for the Activity.
- Name: The name assigned to the Activity.
- Reference Name and Reference Number: Optional keys staff can use to reference an Activity. For example, Reference Name could be used to note the name of the professor for whom a class presentation is being scheduled, and Reference Number could be used to record the course number, room location, or time.
- Description: A text field that can be used to describe or categorize the Activity.
- Type: Choose the type of the Activity from entries available in the drop-down or type in your own text. Any typed-in text will remain available only for that Activity. If you want to change your drop-down defaults or add new selections that will be available for all Activities, add the ActivityType field (Using ActivityTitle as the Group Name) to the CustomDropDown table in the System | General section of the Customization Manager.
- Billing Category: Choose a billing category for the Activity, if necessary.
- Item Location: Choose the location of the Activity from entries available in the dropdown or type in your own text. Any typed-in text will remain available only for that Activity. If you want to change your drop-down defaults or add new selections that will be available for all Activities, add the Item Location field (using ActivityLocation as the Group Name) to the CustomDropDown table in the System | General section of the Customization Manager.
- Begin Date: Choose the start date for the Activity from the calendar available in the dropdown or type your own text. A starting time for the Activity can be included. If using the calendar, click OK to confirm the date and time.
- End Date: Choose the final date for the Activity from the calendar available in the dropdown or type your own text. An ending time for the Activity can be included. If using the calendar, click OK to confirm the date and time.
- Active Checkbox: A staff-controlled checkbox that is unrelated to the beginning and end dates of an Activity. Activities remain active and available for view in the Activities table in the web interface for associated users until staff marks the Activity inactive (for example, when all of the items associated with an Activity have been reshelved).
The Requests Tab
The Requests tab houses the item requests for the Activity. Clicking on a request in the grid opens the Request form for that item. The Processing ribbon allows you to print requests and route transactions to other workflow queues.
The Users Tab
The Users tab provides a list of all users associated with the Activity. Staff can add users by performing a search and moving the UserNames from the Search Results pane to the Associated Users pane. The Manage ribbon holds the Add User and Remove User options as well as the User Search panel.
The History Tab
The History tab provides a log of User and Activity Updates such as new Begin and End Dates, added and removed Associated Users, and records if the Activity was cloned from a previous Activity. The Home ribbon here allows you to print call slips for the Activity's request items, delete the Activity, and clone the Activity.