All Activities

The All Activities page shows all activities associated with your organization. This includes records that your organization owns (that is, your organization created the records), and records that have been shared with your organization by the owner.

Activities are uploaded to this page from another application such as Land Resource Manager using the Xchange Application Program Interface (API). Each activity record provides a summary about the task to be performed (type of task, work location, etc.), with details in an attached file that can be downloaded to your local computer for editing and offline access.

When an activity has been completed, the status of the activity record can be updated, and details can be attached to the record by uploading a file. Activity records are removed upon confirmation that the activity has been completed successfully.

This help topic describes how to use the All Activities page; for a description of the fields on the page see Activity Fields.

Filtering Activities by Date

You can filter the activities that are displayed in the grid by date. For details, see Date Filters. 

The date filters on this page include the option of including activities that have been modified within the selected date range. By default the date range is used to filter activities using the Date field. If you select the Modified checkbox (Off by default), any activity that was modified within the selected date range will be included in the grid.





Filtering Activities by Columns

You can filter the activities that are displayed in the grid using any of the columns in the grid (for example, you can limit the activities that are displayed to a particular Contractor). For details, see Filtering.




Choosing Columns to Display in the Grid

You can change the columns that are displayed in the grid. For details, see Visible Columns.




Ordering and Resizing Columns

The order of columns in the grid can be changed, as can the width of each column. For details, see Reordering and Resizing Columns.




Exporting (Downloading) Activities

Records in the grid can be exported to various formats. To export:

1. Filter the grid to show the records that you want to export. 
2. If you want to export only some of the records that are shown, place a checkmark in the checkbox in the first column in the grid to select the specific records that you are interested in. If no records have checkmarks then all records that are shown will be exported.
3. Click the Export button  at the top-right corner of the page, and select the appropriate format from the dropdown list.

• To download only the files that are attached to each activity record in the Company Attachment field, select the Compressed (Zipped) File option. This will create one ZIP file in the Downloads folder on your computer, named Activities_{Date}.zip - for example, “Activities_2020-Sep-02.zip. The Status of the record(s) will be changed to "Downloaded" if the Status was "Prescribed". Note that files in the Additional Company Attachment field are not included in the ZIP file.

• To download the entire activity record - excluding the attached files - select one of the other options (Excel XML, Excel XLS, Excel XLSX or CSV). For more information on exporting data, see Exporting Data.

Editing Activities

Specific fields (Status, Contractor Attachment, Contractor Comments and Invoice Number) can be edited for each activity record, except for records with a Status of "Submission Accepted" which are read-only. Activity records can only be created and deleted using the API.

To modify a record:

1. Click the row Edit  icon or double-click on one of the editable fields in the grid to switch to row edit mode.
2. To change the Status of a record, select a value from the dropdown list.
   Note that a record can only be assigned a status of "Submission Rejected" and "Submission Accepted" using the API. 
3. To attach a file to a record, click (or double-click if necessary) in the Contractor Attachment field and then click the Click to add... button within the cell. A window displays allowing you to select the file to be attached.
   Only one file can be attached, so if you have multiple files you must combine them into a ZIP file on your local computer and then attach the ZIP file to the activity record.
4. To remove a file attached to a record, click the Delete  icon within the Contractor Attachment cell (if the icon is not visible then double-click on the cell).
5. To replace the file attached to a record, remove the existing file and then attach the new file as described in #4 and #3 above.
6. Contractor Comments and Invoice Number are optional fields.
7. After you have finished making your changes, click the Save changes button at the top-left corner of the grid (or click the Cancel changes button if you wish to discard your edits).
   Both of these buttons save or discard all changes since you last clicked the button (for example, you can edit many records and then click the Save changes button one time to save all of your edits).