Track Session Master Activities | Viva Helix

Track Session Master Activities

Summary

This guide explains how to configure and use master activities tracking for sessions in Viva Helix. Master activities are categories or activity types that help organize, search, and report on sessions more effectively.

Step-by-step Instructions

1) Access master activities settings

  1. Open the Configuration menu in the admin interface.
  2. Select Master Activities.
  3. Review the existing list or click Create New to add one.

2) Create or edit a master activity

  1. Enter a clear name (e.g., Safety, IT, Languages).
  2. Add a description if needed.
  3. Save your changes.

3) Assign a master activity to a session

  1. Open the Sessions menu and select the desired session.
  2. Click Edit.
  3. In the Master Activity field, choose from the configured master activities list.
  4. Save the changes.

Tips

  • Use master activities to group sessions for reporting purposes.
  • Always assign a master activity to improve classification and analytics.
  • Keep the master activities list updated for consistency.


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