How to set up an activity

1. Sign in and check if you are assigned to the right NA/SALTO RC in your profile. You can do so clicking on the profile photo from the upper-right corner.
2. If you have the right NA/SALTO rights, you should be able to add an activity.
   
3. On the left-hand panel go to Activities >>> Overview and then click on ‘Add Activity’ from the upper right part of the page:
   
4. You can add all the relevant data for the activity (including title, type, dates, programme, budgetary year etc). You do not need to fill in all the details about the activity, but you will need to enter information at least in the obligatory fields (these are marked with an asterisk next to the field). Please note that some obligatory information is under ‘Basic information’ tab, some are under ‘Content details’. You can navigate to each content area using the left-hand menu:
   
5. Only once you have entered all the obligatory fields (in basic information; dates and place and content details) you will be able to create your activity by clicking on ‘Create Activity’ button at the bottom of the page.
   
6. Once you create your activity, its status is set as ‘New’:
    
   

   This is a default setting for any new item in the platform. It shows that your activity is created but other colleagues will not be able to view its details or interact with it. If you wish the other colleagues in the network to see the details and interact with it (such as add comments or funding) you should change the status to ‘Idea’. For this, click on the pencil icon on the status field and change it first to ‘Draft’ status. After that, click on the pencil icon once more and change the status to ‘Idea’.

   This way, other NA colleagues will also be able to view your activity, see its details and interact with it (such as comment on it, commit funding etc).
   
   
   
   

   At later stages of your activity, you will make use of other statuses, such as Open, Confirmed, Postponed, Cancelled. More information on activity statuses on the Platform is available here.
   

Useful tips

1. Once you have created the activity, you can always edit it by clicking on the ‘Edit’ tab:
   
2. You will find the ‘Stakeholders’ tab useful:
   
   Here you can indicate the coordinating organisation(s), host organisation (if already known), if the activity is open for any ‘Helping hands’ (meaning is you are looking for partners to develop the concept with you, etc.
3. You will find the ‘Funding’ option also useful:
   
   You can access it by scrolling down to the Funding part in the Activity view. By clicking on the ‘Add funding’ button, you can indicate if you are requesting any co-funding for your activity. Once you click on ‘Add funding’ you will need to choose your own organisation first.
   Then you can indicate if you are requesting funds, for which activity, amount, programme and budget etc.
4. You may want to add other members to your activity (such as your NA colleagues or SNAC coordinators etc). You can do so, from the members tab:
   
   You can do that either by inviting a person via email (Invite one member) or inviting an existing user (Add a user):
   
   You can add their email and choose a role (please choose either Owner or Helper, the other roles are not relevant for NA/SALTO colleagues):
   
   Please note: do not invite any non-NA/non-SALTO people to your activity. At the moment CooP only allows NA and SALTO internal staff to have profiles, not externals.
5. Activity group: You can indicate whether your activity belongs to a SNAC (and which one), or if it is an LTA, single activity etc, through the Activity Group field: