Activity records

The Activities tab on a client or site record shows all activities that have been scheduled for that client or site. You can track completion, filter by status, and open individual activity records.

Summary cards

The top of the Activities tab displays four summary cards:

Card	Description
Total	Total number of scheduled activities
Done	Completed activities, including those pending approval
Missed	Activities that were not completed before the late submission deadline
Available	Activities currently available to be completed, including overdue ones

Activity list

Below the summary cards, all activities are listed with the following columns:

Column	Description
Activity Name	The name of the activity template
Sites	The site(s) the activity is assigned to
Program Repeat	Whether the activity is a one-off or part of a recurring schedule
Next Available	The date the next instance of the activity becomes available (for repeating activities)
Completion Rate	The percentage of assigned users who have completed the activity

Use the Search Activities bar, Site filter, and Status filter to narrow down the list. The Completed and Available date filters let you filter by the completion or availability date range.

Activity statuses

Status	Meaning
Available	Assigned and waiting to be started by the user
Overdue	Available but past the due date
Done	Completed by the assigned user
Pending approval	Completed and awaiting review by a risk engineer
Missed	Not completed before the late submission deadline

Getting started

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Summary cards

Activity list

Activity statuses

​Summary cards

​Activity list

​Activity statuses

Summary cards

Activity list

Activity statuses