Overview of activities

An activity defines the sequential order of starting a set of tasks. The Sponsor company creates and rolls out activities to its Partners for processing.

Partner Administrators can assign a task to a specific user. All partner users can be assigned to tasks that they can start.

To go the Execution page, click Activities from the main toolbar. The Execution tab is shown by default. You can click the Self Service tab to run self service activities that the sponsor has shared with you. You can also select the Self Service check box on the Execution page to view only the self service activities that the sponsor has shared with you.

On the Execution page, all users can view their company's activities. You can filter the list by status, or search by name. Under Actions, click Start activity to go to the Execution page for an activity. From the Execution page, you can complete tasks that are assigned to you. Administrators can also assign tasks to others in their organization under the Owner column.

If an owner is not assigned to an activity, clicking Start task assigns the activity to you, and the first task dialog of the activity appears. If the Sponsor company needs to approve the task, the task status changes to Completed when the task is approved by the Sponsor.

If you encounter errors while processing an activity, record the error message and contact the Sponsor Administrator for assistance.