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Managing Activity Posts as an Admin

How Admin users can post, edit, and view Activities

Written by Serena Edwards
Updated today

How to Post an Activity

Admin users can also post Activities to an Enrollee's timeline. Follow these steps:

Step 1 - Select Enrollment Period

Head to the Enrollees (Students/Children) page and click on the Activity tab.

You will see a list of Enrollees based on your selected Enrollment Period at the top. Select the appropriate Enrollment Period.

Step 2 - Find Enrollee

Next, click on the name of an Enrollee to which you would like to add an Activity. You will see an Activity below the Enrollee's name. Click the down arrow to choose an Activity.

Step 3 - Add Information

Depending on the Activity, enter any necessary information.

Step 4 - Post Activity

Click Post to post the Activity on the Enrollee's timeline. The Activity will be posted below and become a part of the Enrollee's timeline. You will also see previous Activities that have been posted.

NOTE: At this time, Admins can only post an Activity to one Enrollee at a time. If Admins wish to post to more than one Enrollee, they can set up an Instructor User for themselves (you can use the same email address as you use as an Admin) and log in as an Instructor (be sure to check "Can access all classes").

edit instructor in Enrollsy

See this article for how to post Activities in the Instructor Portal.


How an Admin Can View Activity Posts

Admin users can easily view Activities that an Account Holder/Instructor/Admin posts on an Enrollee’s timeline. Here are three places these can be viewed.

Step 1 - Enrollee Activity Page

Head to the Enrollees (Students/Children) page and click on the Activity tab. You will see a list of Enrollees based on your selected Enrollment Period at the top. Select the appropriate Enrollment Period and Enrollee to view the Activity Posts for that Enrollee.

Step 2 - Activity Report

Head to the Reports page, then click on Activities. Choose the Location and Enrollment Period. Use the Filter button in the top right to select any of the following filters you need to generate the report:

  • Enrollee Timeline

  • Specific Activity or Activities

  • Start and End Dates

  • Posted by

  • Program Name

  • Class Name

See How to Create an Activities Report for more information.

Step 3 - Activity Notifications

Click on the bell icon in the upper-right corner. If this is your first time setting up notifications, click "Check Notification Settings." If not, click the settings button on the right of "Notifications."

Follow the steps in this support article to set up notifications for one or more Activities.


How to Edit an Enrollee's Activity

Admin users can edit Activities posted to an Enrollee's timeline. Follow these steps:

Step 1 - Select Enrollment Period

Head to the Enrollees (Students/Children) page and click on the Activity tab.

You will see a list of Enrollees based on your selected Enrollment Period at the top. Select the appropriate Enrollment Period.

Step 2 - Find Enrollee

Next, type the Enrollee's name to filter. Once you click on the Enrollee, you will see a list of Activities below the Enrollee's name. If the Enrollee has multiple enrollments in that Enrollment Period, they will be listed several times with the Program name underneath their name.

Step 3 - Select & Edit the Activity

Select the pencil icon on the Activity you need to edit. A side window will open where you can edit the following information:

  • Basic Information, including the posted date and time

  • Any other editable information included in that Activity, such as health information (see example screenshot below).

Step 4 - Save

After making any changes, be sure to click "Save."

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