Admin users can post Activities to Enrollees, Instructors, and Classes. They can also view and edit Activities posted to an Enrollee's timeline. This article explains how to do each of these in the Admin Portal.

Each timeline shows only the Activities created under its matching entity:

To see where each timeline appears in each portal, see Enrollee, Instructor, and Class Timelines: Where to Find Each One.

Go to Enrollees, then click the Activity tab. Your account may call this page Students or Children. Choose the Enrollment Period at the top to see its list of Enrollees.

Click the Enrollee's name, or type it in to filter the list. If the Enrollee has more than one enrollment in that Enrollment Period, their name appears several times with the Program name under each one. Under the Enrollee's name, click the down arrow and choose an Activity.

Enter the details the Activity asks for. If the Activity has an Activity Form attached, fill in all required fields.

Click Post. The Activity appears on the Enrollee's timeline, along with any Activities posted before.

The Bulk Activities button posts the same Activity to several Classes and dates at once, so you don't have to repeat the steps for each one. This saves clicks, cuts down on errors, and keeps records up to date. What you can post depends on your role:

Use this when one Enrollee needs the same Activity recorded across several Classes or dates. Bulk Activities works for one Enrollee at a time, so repeat these steps for each Enrollee.

After you click Create, the Enrollee's timeline shows a separate entry for each Class and date you selected.

Account Holders with more than one child or dependent enrolled can log the same Activity for all of them, across their Classes and dates, from one screen in the Customer Portal. For steps, see How to View and Log Activities in the Customer Portal.

Instructor Activities post to a staff member's timeline. Only Admin users and that Instructor can see them, so they work well for internal records like call-outs, trainings, or shift notes.

Go to My Company > Users > Instructors. Click the timeline icon next to the Instructor's name.

The Activity appears on the Instructor's timeline, along with any Activities posted before.

Class Activities post to the whole Class instead of each Enrollee. Only Admin users and Instructors can see them, so they work well for group records like meal counts, daily recaps, or classroom notes.

Go to Dashboard > Ratios. Find the Class and click the Timeline button under it.

The Activity appears on the Class timeline.

Admin users can see Activities that Account Holders, Instructors, and other Admins post to an Enrollee's timeline. You can view them in three places.

Go to Enrollees, then click the Activity tab. Choose the Enrollment Period at the top, then click the Enrollee to see their Activity posts.

Go to Reports > Activities, then choose the Location and Enrollment Period. Click Filter at the top right to narrow the report by any of these:

For more details, see How to Create an Activities Report.

Click the bell icon at the top right. If this is your first time setting up notifications, click Check Notification Settings. If not, click the settings button to the right of Notifications. Then follow the steps in How to Set Up the Admin Notification Center to get notified about one or more Activities.

Go to Enrollees, then click the Activity tab. Choose the Enrollment Period, then type the Enrollee's name to filter the list and click it. The Enrollee's Activities appear under their name.

Click the pencil icon on the Activity you want to edit. A side window opens where you can change:

Click Save.