Activities - Complete Guide

Activities are the different things you deliver within each project such as classes, workshops, events, forums, groups, etc. Activities are specific to Projects, therefore, to add an activity you must first select the project the activity will run within.

Creating Activities
Activity Groups
Editing Activities
Deleting Activities
Next Steps
Key Terms

Creating Activities

Select the relevant project by either clicking on Projects or the project name (e.g. Employability) from the Performance report section. This will take you to the project dashboard.

The next step is to click Activities which will take you to the activities page. Next, select Add an activity in the Tools drop down.

Note: If you are new to an organisation already using Upshot, the relevant 'Activity' may already exist. If so, you would then be looking at add participation data to the existing activity, and may find guidance on Adding Sessions and Registers helpful here.

This will take you through to the Add activity page, which provides a variety of fields for you to complete.

Note: All fields marked with a red asterix* are required fields. You will not be able to create an activity without completing the required fields.

Once you have entered the activity details you must click SAVE or SAVE AND ADD REGISTER. Clicking SAVE will take you back to the Activities page where you will be able to see your new activity. By clicking SAVE AND ADD SESSION you will be taken to the Add sessions page.

To find out more about Sessions please refer to the Sessions guide.

Activity Groups

Activity groups are specific to each project and allow you to organise the Activities page. For example, you could have an activity group of Basketball and within the group have Boys Basketball as one activity and Girls Basketball as another. Similarly, you could have an activity group of Health and Wellbeing and within that have activities such as Cooking Classes and Healthy Eating Lessons.

Activity groups also give you an additional layer of reporting as you will be able to run reports across activities within the same activity group.

To add an activity group click Manage Activity Groups from the Tools section on the Activities page.

From the Manage Activity Groups page type the Name of the Activity group into the Add Activity Group box and click SAVE.

Note: An activity will only appear within an activity group when you have selected the specific Activity Group when creating or editing an activity.

Editing Activities

Activities can be edited at any time. This might be to change the name of the activity, the activity type or activity group to which this activity belongs or to update the outcomes this activity is associated with.

To do this click Edit Activity.

Make your changes and click SAVE.

Deleting Activities

Activities with no sessions, indicators, timeline events or media associated with it can be deleted.

Click Edit Activity and then on the right-hand side under Tools click Delete activity and confirm.

If the following message appears under Tools, then the associations must be removed before the activity can be deleted.

More detail about this can be found here, this guide also contains options for tidying up your activities page rather than deleting old/redundant activities if desired.

Next Steps

Once you have created your activities you will need to add sessions (i.e. when did this activity take place). To find out more about adding sessions please refer to the Sessions guide.

Key Terms

Accreditation:

Upshot allows you to demonstrate that activities can lead to accreditations. When you complete a register for a session you will be able to award an attendee the accreditation.

Activity types:

Activity types are a way of classifying activities for reporting across projects. For example, if you run Boys Football as one activity and Girls Football as another activity you could give them an activity type of ‘Football’. This will allow you to report on everything with an activity type of ‘Football’ altogether. Similarly, you could have an activity type called ‘Skills and Learning’ and this would allow you to report on all your activities across different projects associated with this activity type in one go. An activity type is required when adding an activity.

For more information on Activity Types please refer to the short video here.

Physical Activity:

An activity can be marked as a physical activity, non-physical activity or physical and non-physical activity.

Project:

Projects are ways of dividing up the work you deliver as an organisation. They can contain their own key performance indicators and activities. Access to projects can be restricted for each Upshot user.

For more information please refer to the short video here.

Outcomes:

Each project or piece of work that organisations undertake should have direct outcomes, preconditions that bring about an organisations long-term strategy. Outcomes are the change you are working towards (e.g. reducing inactivity in young people). Strategies contain multiple outcomes and are linked to projects. Activities, pieces of media and timeline events can be linked to specific outcomes on the system. Outcomes are different from outputs, which are the quantifiable product of your activities (e.g. 30 young people attended our fitness sessions in three months).