17.13 Managing Activities

After creating an activity, you can modify, import or export it.

17.13.1 Editing an Activity

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Activity Manager.

  4. Select activity you want to edit, then click View/Edit.

  5. Edit information in General, Attachments and Mail tabs.

  6. Click OK to save the changes.

17.13.2 Exporting an Activity

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Activity Manager.

  4. Click Import/Export.

  5. Use the following information to export the activity:

    Action: Select Export Activity.

    File Name: Click Explore, then browse to and select the file you want to export this information to.

    File Path: This is automatically populated when you select the export file.

  6. Click Next.

  7. Select one or more activities to be exported.

  8. Click Next, then click Finish.

17.13.3 Importing an Activity

  1. Access the Sentinel Control Center. For more information, see Step 1 in Accessing the iTRAC Administration Tools.

  2. Click the iTRAC tab.

  3. In the toolbar, click iTRAC > Activity Manager.

  4. Click Import/Export.

  5. Use the following information to import the .xml file that contains the activity:

    Action: Select Import Activity.

    File Name: Click Explore, then browse to and select the file you want to import.

    File Path: This is automatically populated when you select the import file.

  6. Click Next.

    The list of activities is displayed.

  7. Click Next, then click Finish.