Viewing resource request activities and adding activity notes


While viewing a resource request, you can track the resource request activities and add activity notes to the resource request. Activity notes provide additional information about the resource request such as details about tracking the resource request, communication details between various users that can access that resource request, and so on. You can view and track all the activities performed on a resource request on the Activity tab of the details page. For more information, see Resource-Management-Overview.

You can perform the following actions on the Activity tab of a resource request:

  • View the name of the contributor who added a comment.
  • View the status changes.
  • View information such as public notes. 
  • View feedback provided by a person who accesses the resource request.
  • Filter resource request activities by using the available filters.
  • Search the activities performed by a particular author.

To view resource request activities

  1. Log in to the Agility Suite application and navigate to Workspaces > Resource Requests.
  2. To open a resource request on the resource request workspace, click the required resource request ID.
  3. On the resource request details page, click the Activity tab. 
    On this tab, the latest change in the resource request is displayed at the top.
  4. (Optional) To perform a search to view the updates made by a particular person, click Filter, select the Author check box, enter the name of the agent, and click Apply.

You cannot perform the following actions on the Activity tab:

  • Modify the order in which the project activity details are displayed.
  • Disable or enable auditing on the fields that are displayed in the project activities.

To add activity notes to a resource request

  1. Log in to the Agility Suite application and navigate to Workspaces > Resource Requests.
  1. To open a project on the resource request workspace, click the required resource request ID.
  2. On the resource request details screen, click the Activity tab, and click Add a note text box.
    Any text that you add is automatically spell checked. The spell check option is enabled by default. You can disable the spell check if you do not want the text to be checked.
  3. Enter details in your activity note and click Post.
  1. (Optional) To attach files to your notes, click Attach. 

 

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