Setup Essentials > Customising the Activity Log

Activity Logs allow mentors and mentees to keep a record of meetings, discussions and other events. MentorNet provides a standard Activity Log template but it is expected that most organisations will want to customise this form so that the headings and structure match the objectives of the particular mentoring programme.

The default Activity Log template provided by MentorNet is as follows:

activitylogdefault

To customise the Activity Log:

1.	Click on the Admin menu on the left side of the screen.

2.	Select Form Customisation from the menu beneath:

There are two sections to this screen, as follows:

System Fields - This section contains a number of pre-defined 'system' fields. These give you examples of typical fields that you might want to use, to save you recreating commonly-used fields from scratch. You can amend the exact description and turn these fields on and off.

Custom Fields - This section allows you to add your own fields to the Activity Log.

To customise system fields:

1.	You can change the heading text displayed for a system field by editing the text in the Custom Name column.

2.	The system fields are either visible or invisible on the Activity Log, depending on whether the Is Visible box is checked.

▪	If you uncheck this box, the field will not appear on the Activity Log. You may want to do this to remove any fields that are not relevant to your mentoring programme.

▪	If you check this box, the field will appear on the Activity Log in a pre-defined position. It is not possible to change the position of the field.

3.	Once you have completed your changes, click Submit.

To create/edit custom fields:

1.	To add a new custom field, click Add New at the top-right of the screen:

2.	In the Name field, type the heading that you want displayed on the Activity Log.

3.	In the Type field, select the appropriate option as follows:

▪	Boolean - this will define the new field as a tick box and will appear on the Activity Log as follows:

▪	smalltext - this will define the new field as a text field with a fixed, short width, and will appear on the Activity Log as follows:

▪	bigtext - this will define the new field as a text field that is designed to hold multiple lines and paragraphs of text, and will appear on the Activity Log as follows:

▪

dropdown - this will define the new field as a drop-down list, from which the user will select one option. An additional field is displayed to enable you to specify the values to be offered to the user. Enter in the Values box the list of options to be offered to the user. Separate with commas the values to be displayed. Tip - if you want the first (and therefore default) option to be blank, then start your list with a comma:

reportcustomfield2

Separate with commas the values to be displayed. It will appear on the Activity Log as follows:

customfielddropdown

▪

multiselectcheck - this will define the new field as a series of checkboxes, from which the user may select one or more options. An additional field is displayed to enable you to specify the values to be offered to the user. Enter in the Values box the list of options to be offered to the user. Separate with commas the values to be displayed. Tip - if you want the first (and therefore default) option to be blank, then start your list with a comma:

reportcustomfield3

Separate with commas the values to be displayed. It will appear on the Profile page as follows:

customfieldmultiselect

4.	Once you have completed your changes, click Create.

Notes:

▪	The order in which the fields appear on the Activity Log is defined by the order in which they are created when customising the form. It is not currently possible to change the order once the new fields have been entered.

▪	To edit a custom field once it has been created, click the icon next to the field.

▪	To delete a custom field, click the icon next to the field. If you do this, any profiles that have already been created using the custom field will have the custom field data deleted.