# Call Activities Call Activities gives Analysts the ability to add tasks (activities) to calls in much the same way they add tasks to Workflow requests. When a call activity is added, a ticket is created and assigned to the group or individual specified exactly the way a workflow task would be. It is essentially a child item of the Call that it was created against. This also enables tracking of call progress. System Administrators can create and re-use lists across multiple calls and call templates. **Summary Enablement Tasks to Use Call Activities** Each section below will guide you through the three steps below. To use call activities, you must 1. Enable call activities in ASM (Preview Features) 2. Build Predefined Activity lists (Optional - also in Preview Features) 3. Enable RBAC for Roles requiring access to Call Activities 4. Add a call activity widget to the screens where you want analysts to be able to use them, such as for Service Request, Facilities, or project requests (Applies to ASM HERMES 10.6.8.14627) {% hint style="warning" %} As of ASM HERMES 10.6.8.14627, Call activities will only appear on screens where you have placed the call activities widget. They are no longer located in the Explorer Menu. {% endhint %} ## Enabling Call Activities 1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. In the Explorer pane, expand **Preview Features.** 2. Select **Settings** to display **Preview Features Settings** window. 3. Select the check box for **Call Activities**. 4. Select the Save icon to save the changes. Provide the Change Reasons if prompted to do so. ### Configuring Call Activities Pre-Defined Lists {% hint style="success" %} While you can add call activities manually through the widget, they are especially helpful to add to a **Call Template**. This way whenever that template is used, the activities will already be added. *For example,* if every time a project request is logged you want specific additional actions to occur, you can create a template and add these activities. Each time a project request is logged with the template, the activities will be added for you. {% endhint %} 1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. In the Explorer pane, expand **Preview Features.** 2. Select **Call Activity Lists** to display the window. 3. All existing Call Activities are displayed. The list is empty on first time configuring the system. 4. Create an Activity List: 1. Select the New icon. A new row is inserted in the browse table. 2. Select the Edit icon the row and then type a name for the activity list. 3. Select the Edit icon again in the row to save the changes. 4. Select there Save icon to save the changes. Provide the Change Reasons if prompted to do so. 5. Add Activities to the Activity List: 1. Select an Activity List and then **Action** it. 2. The **Call Activities for List** window is displayed. 3. Select the **New/Add** icon to create a new activity in the list. 4. Type a **Description** and **Details** for the activity, then select to save the activity. 5. Continue adding activities to the list as needed. 6. Change the order of activities in the list using **up** and **down** icons. 7. Select the **Save** icons to save the changes. Provide the Change Reasons if prompted to do so. {% @arcade/embed flowId="dDW18la31TA77R4B78In" url="" %} ## Granting Permission to Call Activities, RBAC {% hint style="info" %} ### Before you Start You must have **Security Roles setup** selected in the Admin tab of your own **General Access security role** before you can assign or remove permissions for any security roles. {% endhint %} 1. Display the IPK Management Security Roles details window, if it is not already on screen. Select ≡ > **Admin** > **System Administration**. The System Administration window appears. 2. In the Explorer pane, expand **Security Roles**, then select **IPK Management**. All existing IPK Management security roles are displayed. {% hint style="info" %} The pre-defined role **All** typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role. {% endhint %} 3. To view or update a role, select the role in the browse table and select to action it or double-click it. 4. Select the **Options** tab. 5. Select the check box for **View Call Activities** 6. Select the Save icon to save the changes. Provide the Change Reasons if prompted to do so. {% @arcade/embed flowId="cZ8MPXzdZLTxJod3uzp5" url="" %} ## Adding the Call Activities Screen Widget Applies to ASM HERMES 10.6.8.14627 Once you have enabled call activities and set the Role Based Access Security to allow selected agents the ability to see and use them, you will beed to add the Call Activities widget to the screens where you intend for them to be used. 1. Access Screen Designer, and open the intended screen 2. Locate the layout widget in the "Add a Field" tab
3. Drag the widget onto the screen in your desired location 4. Complete the widget properties * Size: X Large will work best * Hidden: No * Widget ID: call-activities (case sensitive) * Widget Props: Can be left empty
## Using Call Activities in ASM Core {% hint style="info" %} ### Before you Start Applies to ASM HERMES 10.6.8.14627 and later. Analysts must have **View Call Activities** selected in the IPK Management Security Role to use Call Activities. {% endhint %} When Call Activities are enabled, the Call Activities widget appears in calls, where Analysts can: * Add activities to a call from an Activity List created by the Admin. * Create new ad-hoc Call Activities for a call. * Close Call Activities from a call * View all Call Activities for a call, open and closed activities. ## Using Call Activities in ASM Core prior to build 14627 {% hint style="info" %} ### Before you Start Applies to ASM releases before ASM HERMES 10.6.8.14627. Analysts must have **View Call Activities** selected in the IPK Management Security Role to use Call Activities. {% endhint %} When Call Activities are enabled, the Call Activities explorer menu option appears in calls, where Analysts can: * Add activities to a call from an Activity List created by the Admin. * Create new ad-hoc Call Activities for a call. * Close Call Activities from a call * View all Call Activities for a call, open and closed activities. * View all Call Activities in the system from the Call Activities window.