Setup

Set up activities, locations, schedule groups and note shortcuts to help complete your activity scheduling.

Activity Location

You can create new activity locations from the Setup tab.

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Activity Schedule Group

Set up specific scheduling groups in order to create multiple activity calendars.

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Creating Shortcut Keys

When documenting activity participation, shortcut keys are available to make entering notes faster and more concise.

Activity Note Shortcut Setup

  1. Click on the Setup tab
  2. Click on "Activities" in the Select Category box
  3. Click on "Activity Note Shortcuts" in the Select Option box
  4. On the first available line, type in the letter you will use to prompt the automatic note
  5. Tab to the Automatic Note field and type in the word or phrase that the key code represents
  6. Close the screen to save

 

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Volunteer Tracking ..

Volunteer activities can be tracked in ActiviDex.  Track the interests of your volunteers.  Choose from a customized list of volunteer opportunities.

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