Sponsor Administrators can monitor the status of all activities that are rolled out to
partners. Line-of-business (LOB) representatives can monitor the
rolled-out activities of all partners that are assigned to the same division as that of the LOB
representative.
About this task
Only activities that are rolled out to partners can be monitored. Activities in Draft or
Final status are not available for monitoring.
Note: For an LOB representative, the Participant Progress Panel shows only the
partners that are assigned to the same division as that of the LOB representative. If no activity is
rolled out to those partners, no activity is listed. View Details shows only
the details that apply to the partners that are assigned to the same division.
Procedure
-
Sign in to the PEM Portal as a Sponsor Administrator or an LOB representative.
-
Select .
The
Monitoring tab is displayed with the status of all rolled-out
activities. You can select the number of items that are displayed per page in the
Show 10
per page field. The default is 10 items, but you can choose to display fewer items or
more items.
If no activity is rolled out to a partner, no activity is listed on the
Monitoring page.
- Optional:
If required, select an activity, and click the arrow in the Actions column. Select one of the
following actions:
- To view detailed information about each participant, select View
Details.
- To add partners to the activity, select Add Partners. You can choose
additional partners to add to a rolled out activity. The LOB
representative does not have the Add Partners option.
- To close the activity, select Close Activity. When an activity is
closed, the partner is still able to run the tasks for that activity. Typically, an activity is
closed after it is completed. The Close
Activity option is not available for the LOB representative.