Activities can be created by a user from their calendar. User activities can be related to a concern or a case and a client can be set as the concerning participant. Activities can be scheduled to occur once or to recur at a specified frequency. For example, a user within the organization may schedule an activity with the primary client on a case and a family member of the primary client.
User activities are specific to an individual user only and are displayed on the individual user's calendar. However, activities related to a case are also displayed on the integrated case events calendar. When scheduling an activity, the activity organizer can specify whether the activity should be taken into account when resolving upcoming calendar conflicts. This is done using a 'Show As' option which allows the activity organizer to display the activity as busy, free, out of office, or provisional.
A location can be specified for an activity. The user can search for and choose a location from the list of the locations for the organization.
If an activity created within a user calendar is related to a case, the meeting organizer can search for and select the related case. When searching for a case, the following can be specified:
Case results can also be filtered by cases with investigations, service plans, or issues.