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Participant

A contact that belongs the "ecosystem" of an activity tracker is called a Participant. (short for Tracker Participant). Typically, the manager of an activity tracker adds openCRX contacts to the list of Participants to indicate that the people they represent play a role with respect to the activity tracker at hand. Supported Participant roles are Manager, Member, Viewer. In the context of an activity tracker for a project, for example, you would add all project members to the list of Participants of the respective activity tracker. openCRX automatically displays linked activities as well as votes and work records of a Participant:

Figure 4-5. Participant with linked Activities, Votes, and Work Records

Anatomy of a Tracker Participant (or just Participant):

  • Name of the Participant (e.g. a participant's nick name)

  • use Description for a short summary of the typical roles/tasks/etc. of the Participant

  • Contact contains a reference to an openCRX Contact

  • pick the appropriate (high-level) Role for the Participant at hand: Manager, Member, and Viewer are currently supported

To find out about other openCRX objects related to the Tracker Participant at hand, explore the information that is available in the many Grids, e.g.

  • Activities contains a list of all the assigned activities; various pre-defined filters allow you to organize this list to your liking, e.g. sorted by due date, sorted by priority, etc.

  • Work Records contains a list of all the work records submitted by this Participant (see Work Records for additional information)

  • Votes contains a list of all the votes cast by this Participant (see Votes for additional information)

http://www.crixp.com/ http://www.openmdx.org/