Page Comparison

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1. Revised, reminder, and new monitoring schedules should be uploaded to new activities.

   1. You can include “reminder” or “revised” in the activity/file name to provide more context to the activity/file.

2. Schedules can be bulk created via the process outlined above or individually created from the Create button on entity’s Activities tab.

   1. Activities with revised or reminder schedules can be linked to the original activity via the links drawer.

3. If there are a large number of Monitoring Schedule activities that need status updates, for example 'Active’ to ‘Closed’, the activities can be bulk transitioned. Alternatively, manual transition of activities can be done as well.

3. If a new monitoring schedule activity is created, remember to locate the old schedule and transition the activity from an ‘Active’ status to a ‘Closed’ status. If you need to update the statuses for a large number of monitoring schedules, you can bulk transition the activities from ‘Active’ to ‘Closed'.

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