Activity Log
Create and manage activities and associated subtasks for one or multiple facilities.
Written by Jess Hamilton
Updated at September 20th, 2024
Table of Contents
In Titan Cloud Edge, Activities are task management workflows that may be automated based on events site-wide. They may be viewed or managed manually from the Activity Log.
Open Activity Log
Activities may managed for a single facility or for multiple facilities at once.
To open the Activity Log for one facility
Navigate to the desired facility, and in the menu on the left, click Activities and Activity Log.
To open the Global Activity Log for multiple facilities
Click the nine dots to open the global menu. Under Compliance, select Global Activity Log.
On the Activity Log page, you may click More to expand the options for filtering grid results including activity type, category, and status, assignee, due or completed dates, description content, or child/parent relationships. We recommend saving your preferred options as a View so you can select it easily the next time. You may also choose to toggle between a Standard and Tree view.
Depending on your setup, activities may be created automatically by an integration or by events occurring elsewhere in Titan Cloud, such as Alarms.
Add or Edit an Activity
You can edit existing alarms using the pencil edit icon or you may create new activities manually by clicking Add New.
Select Blank Activity to create an activity from scratch or select a template from the dropdown menu. Click OK to create the activity.
Tip: Activity Templates are managed and added to the dropdown list from the Activity Template Setup page.
Activity Details
Whether you are creating a new activity or updating an existing one, the activity details are organized into tabs: General, Equipment, E-Files, Associations, and if applicable, Verisae Work Orders.
General
When a new activity is created, the required fields in the General tab include Type, Priority, Task, Status, and Date Due.
Additional fields provide more details to explain the activity and the actions needed to complete the activity. You may use Actions and Comments for this purpose, or for more detailed or multi-step tasks, you can create and manage Subtasks.
Subtasks
To create a subtask, click Add Subtask.
The screen will update so that you are inputting details about the new Subtask rather than the original Activity.
Complete the required fields, then scroll to the bottom to click Add New. Once added, the subtask may be managed from the Subtasks grid underneath the Activity Details for the original Activity.
The following optional fields determine how other Titan Cloud users are expected to interact with this activity.
- Assigned to – user receives email notifications on the status of the activity
- Forward to – the recipient of the activity can forward the task to another user
- Watchers – these users are cc’d on the activity progression
Selecting the Track Resolution option above the Watchers list will open up a Cause Tracking section in the General tab that provides additional fields to detail the cause of the issue and help track the activity to completion.
Finally, the General tab also includes the ability to attach a file and link the activity to a Work Order if applicable to your workflow.
Equipment
To associate an activity with specific equipment, click on the Equipment tab. From here you can add any tanks to be associated by using the arrows to select tanks. Any tanks listed in the Selected Tanks box will be associated with the activity.
E-Files
The E-Files tab contains a list of files associated with the activity. You may delete or download existing files, you can upload new files, or you can choose to attach files from the Electronic File Cabinet (E-Files) to the activity.
Associations
If the activity was created as part of another event in Titan Cloud, such as an alarm or a remediation, the associated item(s) will be listed here. You can choose to view, update, or remove associated items from this tab.
Verisae Work Orders
If your account has been configured to use a Verisae integration, the associated Verisae Work Orders can be viewed and managed here.
Update Multiple Activities
On the Activity Log page, you can edit activities in bulk by checking the boxes for multiple rows and clicking Update Selected Items.
This function is especially helpful if you need to assign multiple activities to a user, or close out activities in bulk.
In the Bulk Update modal, select which field you would like to update from the Field dropdown, then choose a Value to apply to all selected activities. To update more than one field, click the plus sign.
Click Update to save changes for all selected activities.
