Kavi Help CenterKavi® Members Help
| Chapter 74. Add User Activity Record | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Add User Activity Record tool allows administrators to add an activity record to a user's activity history. This activity record is accessible only to administrators.
Back to topSearch for a user or set of users by setting any or all of the optional fields to refine the search criteria. To view all available users, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show users that match all search criteria.
Note
Depending on the path you took to this page, the Search and Select steps may have been accomplished through another tool, in which case you will not see the forms described in these first two steps.
Options
- Name or Email
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Enter a full or partial value for the first name, last name, username or email address of the user or group of users whose information you want to view, or leave this field blank to see all users who meet your search criteria. To increase the number of potential matches, expand the search by entering a partial value in this field and consider leaving other search fields set to the default values. To reduce the number of potential matches, provide more complete values in this field and consider setting other fields to further restrict the search.
Because the Kavi Members search functionality can perform partial matches, it is flexible and can serve many purposes. Here are a few examples:
Want to find all users who share an email domain? Enter just the domain portion of the email address.
Unable to find a user by name or email address? Perhaps it has been misspelled. Enter the first few letters of the name or email address and try the search again.
Not sure if the person for whom you are searching is named Dan Johnson or John Danson? You could enter 'Dan'—or 'John'—to find this individual.
- Company
Set this value to search for users by the company with which they are associated. The default is 'Any Company.'
- Current Status
Set this value to search for users with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive users.
- User Type
Set this value to search for users who have a specific user type. If set to the default value, 'All User Types', the search results will not be restricted by type.
- Purpose
Set this value to search for users who have a specific type of purpose. This can be 'Company Representative', 'Individual Member', 'Nonmember' or 'Staff or Administration'. If set to the default value, 'Any Purpose', the search results will not be restricted by purpose.
Provide the information you would like to add to this activity record, then click Add. Certain fields are prefilled, including 'Origination' and 'Submitter's Username'.
Fields:
- Date
The date of the event to which this activity record pertains. This defaults to the current date, but if you are adding an activity record for an event that happened in the past, such as a comment explaining a change that was already made to this user's information, you may set this value to the date that the information was changed.
- Origination
Automatically set to Admin Addition.
- Submitter's Username
Automatically set to the username of the user entering the record.
- User
The full name of this user is displayed.
- Activity Type
Select from one of several default activity types (e.g., 'Comment', 'Edit', 'Reminder'), or an activity type specific to this organization.
- Activity Note
Add a note to this user's activity history. This note will be visible to administrators only, and can be viewed using the User Activity History tool.
You've just added an activity note to this user's activity history! Click Add Another to add another activity record.
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| Chapter 73. Change User Status |  |
Chapter 75. Add a Company |