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How can I access the activity list in order to monitor control and make interventions?

Get an easy overview of all control activities. Observe the status, the health and make necessary interventions such as sending reminders, reassigning and unarchiving.

1. Access the activity list of a specific program

2. Access the activity list for all controls in your Impero environment

3.  Filter activities and adjust your view

4. Make interventions in bulk for the filtered activities

1. Access the activity list of a specific program

  1. Click on the specific program under the tab “Your programs” on the Dashboard, or open a program in the control management module.
  2. Click on "Activities" in the upper right corner.
  3. You will then see an overview over the controls and activities in the program, with the Due Date range and Active/Archived filters shown by default. 
  4. You can click on a control title in the list to see the activity log for the specific control.

2. Access the activity list for all controls in your Impero environment

  1. Go to the Dashboard.
  2. Click on "Activities" in the upper right corner.
     

3. Filter activities and adjust your view

Once you are in the activity list, you can set filters to narrow down the list of control activities. The filters you set will be saved for the next time you enter the list.

  1. The overview opens with a Due Date range and the Active/Archived checkboxes already visible and set. Adjust to your needs.
  2. Click on “+ Add filter” to see the complete list of available filters. Every filter can be set to either include, exclude or contain the entered text.
  3. You can also use the search bar in the top, right corner to find something specific.
  4. Click “Adjust view” right above the list to show or hide columns, drag to reorder them, and pin columns so they stay visible while scrolling. Click “Reset” to return to the default layout.

Note! This article describes the activity list from the 2.50 release. If you're opening a link that was bookmarked or shared before this release, it will still take you to the previous version of the list, which continue to work exactly as before. It is encouraged to update links in order to always make use of the newest functionality.

4. Make interventions in bulk for the filtered activities

You can choose between the following interventions from the activity list:

  • Send reminder: Send a manuel reminder to the user who currently holds the activity
  • Reassign: Reassign the control activity to another user. This can be done for performers as well as reviewers.
  • Reopen: If a control activity is already closed but needs to be opened, you can do this here.
  • Archive: Archive multiple control activities at once (only possible for active control activities).
  • Unarchive: Unarchive multiple control activities at once (only possible for archived control activities).
  • Export: Make an export of the activities.

 

Learn more: