Activity List + Filtering

The text box at the top of the screen is a field which shall be used for when you would require to search for a specific activity throughout your activity list. Furthermore, you would also be able to search by client name which would filter the list of activities whereby that name is associated with at least one activity.

Selecting the 'Refresh' icon shall manually refresh the activity list and update any changes that may have occurred to the list (through other users/colleagues or even through the API), ensuring that you are accessing the latest and most updated activity list data.

Selecting the 'Filter' icon shall expose a number of filtering options as shown in the image below

Selecting the 'Column' icon would expose a pop-up to the user which shall enable you to configure the column visibility throughout the activity list as well as provide you the facility to dictate the number of activities that would appear in one page, as shown in the image below.

Selecting the 'Print' icon shall invoke the printing feature within the browser you would be using (ideally Chrome) which shall print the current page being visually shown to you, to PDF. Therefore, being able to save the page state to PDF and eventually being able to print it. 

Selecting the 'Paper CSV' icon shall download the current table state and its contents to CSV for you to make use of in any other manner. 

Selecting the 'Add Activity' Button shall direct you to the form which shall enable you to create an activity and associate it with a customer or if required, a list of customers. More on this is explained in the 'Activity Details' section.

The 'Actions' button present within the Activity List is used to bulk re-open and/or close activities. Selecting the Actions button and clicking on either:

• Close

• Re-open

Shall present the user with a screen similar to the below figure which would enable the user select multipls activities (either individually or in bulk) and perform the close or re-open action on all selected activities by selecting the 'Confirm' button which would be accessible once at least on activity has been selected.

Selecting any column being exposed in the table would sort the information within the activities list either in ascending order or by descending order.

For example, selecting the Activity Date' column would sort the list by activity type, either in ascending or descending order.

Selecting any activity from within the list shall direct you the Activity Details screen which is where you may gather more information on the specific activity as well as review all information pertaining the entity or entities that form part of that activity.

Two columns called 'Onboarding' and 'Reviewer' may be configured to be shown which would enable a compliance user assign the activity (depending at which stage the activity resides in) to another user for their intervention.

Selecting the 'person' icon shall expose an in-line drop down which shall load a list of users to assign the activity to for their review.

Selecting the 'Pencil' icon shall take you directly to the activity to be able to make changes to the activity details.

Provided that the selected activity is not closed, the 'Bin' icon would be available from the table towards the far right of the entity. Selecting this icon shall provide a pop-ip to the user asking for confirmation to delete the activity.