Adding/Deleting User Activity Log Conversion

Add New User Activity Log Conversion

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Service Management. Click Activity Log Conversion Task.
  3. Within the Actions pane, click the Add New User Activity Log Conversion link.
  4. The General – User Activity Log Conversion Task window opens.
  5. Complete the following fields to start a task request (required fields are marked with an asterisk (*):
    • Task Name * – type-in the name of the task
    • Activity Start Date – click the field to access drop-down arrow, once clicked a calendar displays. From the calendar, select the activity start date. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.
    • Activity End Date – click the field to access drop-down arrow, once clicked a calendar displays. From the calendar, select the activity end date. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

! If you want to run this conversion on a frequent basis to convert new activities to the updated format, leave the dates blank and insert a checkmark in the Is Recurring Task field.  This tells CES to complete this process every time a cycle runs.

    • Records to Process Per Iteration – type-in the number of records to process during the current CES cycle
    • Is Recurring Task – click the box to insert a checkmark to indicate that every time a CES cycle runs, this task runs. This allows new activity to convert to the new format.
    • Description – type-in a description of the task if necessary
    • Status – when you first create the task, the status is pending. Once the task runs, this field changes to Completed.
  1. Once you have completed the necessary information, within the Actions ribbon group, click the Save button to continue working with the task or the Save & Close button to return to the User Activity Conversion Task list.

Delete User Activity Log Conversion

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Service Management. Click Activity Log Conversion Task.
  3. Before the task list populates, you must either:
    • Within the search box, type-in any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Once the list populates, find the task to delete and click to highlight.
  2. Within the Actions pane, click the Delete User Activity Log Conversion link.
  3. You are asked if you really want to delete the task, click yes to continue the operation or no to cancel.
  4. Once clicked you are returned to the User Activity Log Conversion Task list.