Actions

This page contains a summary list of all the actions a leader can take on an activity. It also lists the effect of each action on the activity’s status.

To save a partly-completed activity offer so you can finish it later

  • Offer Activity > Save
  • Status before the action: None
  • Status after the action: Draft.

To delete a draft activity offer

  • Activity Status > Edit > Discard draft
  • Status before the action: Draft
  • Status after the action: none; the activity will be removed completely and irrevocably.

To submit an activity offer

  • Offer Activity > Submit
  • Status before the action: None, or Draft.
  • Status after the action: Offered, until the Walks Secretary has approved or (rarely) rejected the offer.

To withdraw an offer that has not yet been approved, or an offer has been rejected

  • Activity Status > Edit > Withdraw offer
  • Status before the action: Offered, or Rejected
  • Status after the action: Draft.

To change an activity after you have submitted it, but before the Walks Secretary has approved it

  • Activity Status > Edit > Re-submit
  • Status before the action: Offered, or Rejected
  • Status after the action: Offered.

To change an activity after the Walks Secretary has approved it

  • Activity Status > Edit > Re-submit
  • Status before the action: Approved, Rejected or Update Rejected
  • Status after the action: Re-submitted.

To cancel an activity

  • Activity Status > Edit > Cancel activity
  • Status before the action: Approved
  • Status after the action: Cancelled

To clone an activity in Current View

  • Activity Status > Edit > Clone
  • Status before the action: Offered, Approved, Re-submitted, Rejected or Update Rejected
  • Status after the action: Status of original activity is unchanged; the status of the cloned activity will be Draft or Offered.

To clone an activity in Archived View

  • Activity Status > Clone
  • Status before the action: Cancelled, Rejected, Checked-In or Trip Report Posted
  • Status after the action: the status of original activity is unchanged; the status of the cloned activity will be Draft or Offered.

In Archived View, the Clone action is displayed for each activity, on the Activity Status page. You do not have to hit ‘Edit’ to get to it. Reason: there are only two actions available for archived activities – Clone and Post Trip Report, so the action buttons fit easily next to each activity on the Activity Status page.

To check-in an activity

  • Manage Bookings > Check-in
  • Status before the action: Approved, Re-submitted, or Update Rejected
  • Status after the action: Checked-in.

The action of checking-in moves an activity from What’s On Current Activities to What’s On Archived Activities, and from your Activity Status Current View to Activity Status Archived View. (If this does move does not happen immediately, it will happen after midnight.)

To post a trip report

  • Activity Status > Archived view > Post Trip Report
  • Status before the action: Checked-In
  • Status after the action: Trip Report Posted.

Frequently & infrequently asked questions

Q. There is all this rubbish on my Activity Status page. Old drafts, walks I completed months ago. Why is it there?

A.  Don’t think of it as rubbish. Think of it as tidying-up that you have yet to do. You can get rid of old drafts via Edit > Discard Draft. You can move the ‘walks I completed months ago’ into Archived View via Manage Bookings > Check-In.

Q. I just cancelled an activity. Why didn’t the activity’s ‘Date of Latest Update’ change?

A. The System changes Date of Latest Update whenever you (or an authorised Committee Member) edits the content of an activity. The date does not change if the only change is in the Status e.g. when the activity offer is Cancelled by you, or Approved by the Walks Secretary.

Lomandra longifolia. Tinderry Nature Reserve, by Linda Groom

Lomandra longifolia. Tinderry Nature Reserve, by Linda Groom