Activities

The Activities section lists all open activities assigned to you that have been synced from your management system.

To access this area, tap the menu button in the top left corner and then tap Activities.

The Activities list displays the Description, the account with which the activity is associated, the date Entered, and the Follow Up date.

Tap the Filter button if you wish to sort the activities by Entered date or by Follow Up date. The sort currently in place displays an arrow. Tap the sort again to sort in the reverse order.

View Epic Attachments

Some activities may have supplemental attachments associated to them from Applied Epic, such as documents or images. To view Epic Attachments, do the following:

1. Tap an activity.
2. The activity's detail displays. Tap Attachments on the bottom of the page.
3. All associated attachments display. Tap an attachment to view it.

Add an Activity

To enter a new activity that will sync back into your management system:

1. Tap the Add Activity button on the Activities list.
2. Tap the Account Information field to select an account name. Select the account name from the list or tap the lookup button and enter a portion of the name to select the client to which the activity should be attached.
3. Select an Activity Code. Select the code from the list or tap the lookup button and enter a portion of the activity description or code to narrow the list. The Activity Code Description defaults.
4. Your name defaults as the activity owner but you can tap the Who/Owner field to change it. Select the correct who/owner from the list or tap the lookup button and enter a portion of the description or code to narrow the list.
5. The follow-up date and time default but you can change them if necessary..
6. Optionally enter an Activity note.
7. To attach images to the activity, tap Upload Photos.
• You can take new photos or select existing ones.
• To expand the photo to its full size, tap the thumbnail photo.
• To delete the photo, tap the Delete button on the thumbnail.
• You can attach up to 10 images.
8. Turn the Add a calendar event switch on or off as necessary.  
9. Tap Save. If the Add a calendar event switch was turned on in the previous step, a pop-up screen displays, allowing you to add the activity to your device’s calendar.
• On an Apple device, no setup is necessary for this feature. If the device has more than one calendar, you can select the desired calendar.
• On an Android device, this function interacts with an email account that is integrated with a calendar on the device.
10. Tap Save. The activity is sent to your management system. If you added a photo attachment to the activity, it displays in the Attachments list for the account.

Close an Activity

1. Tap Close on the activity contact card, or from within the activity, tap Close.
2. From the Result dropdown menu, tap to select Successful or Unsuccessful based on how the activity was completed. If you select Unsuccessful, tap the Reason field to select a reason. To narrow the list of reasons, enter a portion of the reason description in the search field.
3. Optionally enter an Activity note.
4. Tap Save.
5. If the activity contains tasks that have not been completed, a popup message displays indicating that all open tasks must be closed before you can close this activity. Tap OK.

Edit an Activity

1. Tap Edit on the activity contact card, or from within the activity tap the Edit button.

2. To change the activity Who/Owner, tap in the field and select the correct who/owner from the list, or tap the lookup button and enter a portion of the description or code to narrow the list.
3. Optionally amend the Follow-up date.
4. Add a new Activity note if desired.
5. To attach images to the activity, tap Upload Photos.
• You can take new photos or select existing ones.
• To expand the photo to its full size, tap the thumbnail photo.
• To delete the photo, tap the Delete button on the thumbnail.
• You can attach up to 10 images.
6. Tap Save.

Add an Activity Note

1. Tap Edit on the activity contact card, or from within the activity tap the Edit button.  
2. Enter the new note in the Activity Note field.
3. Tap Save.

Activity Tasks

Some activities may have tasks associated to them from Applied Epic. You can view and edit existing tasks or add a new task. To access the list of tasks associated to an account in Applied Epic, tap Tasks on the activity contact card, then tap Tasks at the bottom of the screen.

To add a task, do the following:

1. Tap Edit on the activity contact card.
2. On the bottom of your screen, tap Tasks. The task list displays.
3. Tap the Add button. The Add Task screen displays.
4. Enter a Task description.
5. Assign a task owner using the Who/owner field.
6. Select a Status if applicable.
7. Optionally, enter a Start date and time.
8. Optionally, enter a Due date and time.
9. Tap the Task Note area and enter notes if applicable.
10. Click Save to complete your task.
11. Close the Task contact card.

To edit a task, do the following:

1. Tap Edit on the activity contact card. The Activity Edit screen displays. The activity code must have tasks assigned to it from Applied Epic.
2. On the bottom of the screen, tap Tasks. The task list displays.
3. Tap Edit on the task contact card. The Edit Task screen displays.
4. Edit the task Description.
5. Update the task owner using the Who/owner field.
6. Update the Status.
7. Optionally, update a Start date and time.
8. Optionally, update the Due date and time.
9. Tap in the Task Note area and enter notes if applicable.
10. Tap Save to complete the task.
11. Close the Task contact card.