An Activity Stream is a user interface component that displays an event-based (historical) list of actions performed by an application end-user in SAMM. Additionally, the Activity Stream interface in SAMM provides end-users with the ability to enter comments and track their communication in the same stream.

Example

Activity Attributes

Attribute Name	Definition	Mandatory	Attribute Values	Notes

Category / Sub-category	A category is a major functional grouping in which an activity is placed. Each activity can be placed within one of four main activity categories. Within each category there are sub-categories which add a greater specificity to the action the action taken. Each category will have a default generic sub-category that will be assigned to each activity in the event that a specific sub-category hasn't been assigned.	Yes	- Creation - Update - Comment - Completion - Email See Attribute Selection Criteria	Categories will be displayed on the front-end as icons with tooltips (Alt Text) that show the category name.
Author	Describes the completion or final action in a process.	Yes	[Last Name, First Name] of user who performed the activity See Attribute Selection Criteria	--
Action	Action taken by the user.	Yes	created entered updated sent See Attribute Selection Criteria	Action value will depend on the activity category.
Subject	Refers to the object that action is being performed on.	Yes	[Details Screen Title] [Sub-category] See Attribute Selection Criteria	--
Location	Refers to the vessel that the Activity was performed against	No	[Vessel Name] See Attribute Selection Criteria	Displayed as a Pill. Use Row ID
Activity Description	Description of the activities that were performed in a a specific instance.	Yes	See Attribute Selection Criteria	--
Date Time Stamp	Date and time in which the activity was performed in	Yes	[YYYY-MM-DD HH:MM] See Attribute Selection Criteria	--

Attribute Selection Criteria

The Criteria below provides guidance on how to select the appropriate value or display for each attribute associated with an activity:

Category / Sub-category

Each activity will fit within one of 5 main categories, based on the nature of the action that was taken.
- Within each category there are sub-categories which add a greater specificity to the action that was taken. Each category will have a default/generic sub-category that will be assigned to each activity in the event that a specific sub-category hasn't been assigned.

Category	Category Selection Criteria	Sub-Category	Sub-Category Selection Criteria
Comments	When comments are entered for the purpose of communication among multiple users.	Comments (Default/Generic)	This sub-category is to be used as a generic catch-all for comments, when no other specific sub-category is specified.
		SF Comments	Use this sub-category to indicate comments made by the ship force (Afloat).
		PE Comments	Use this sub-category when Port Engineer comments have been entered (Ashore).
		Administrative Comments	Use this sub-category when indicating that comments have been made by an administrator.
Completion	When an item or task has been completed.	Completion Details (Default/Generic)	Catch-all subcategory for completion-related tasks.
Creation	When any new major application item, made up of multiple components, is created. This includes: Creation of an item that has an associated details screen.	Creation (Default/Generic)	Catch-all for all (tracked) fields entered at the time of the creation of an item.
Email	When an email is sent using the detail's screen's "Send Email" controls.	Email (Default/Generic)	Used to indicate when an email has been sent from the end-user, using SAMM.
Update	When values within an existing item are entered, changed or removed.	Details (Default/Generic)	This sub-category is to be used as a generic catch-all for updates made on a screen, when no other specific sub-category is specified. This sub-category does not include updates to comments.
		Admin Update	Used to indicate that an administrator has made an update to the a screen via the admin version of the screen.
		Equipment/Parts	Used to indicate the addition/removal of Equipment or Parts to an Equipment.

Author

Attribute Value	Selection Criteria
Autogenerated based on the user that is logged in, and displayed as [Last Name, First Name]	Always display this value.

Action

Attribute Value	Selection Criteria
"created"	Category is Creation.
"entered"	Category is Comment and a new value is entered into a control that was previously null. Category is Completion and a new value is entered into a control that was previously null. Category is Update and sub-category is Admin Updates.
"updated"	Category is Update and a value is changed when a previous value exists or there is a combination of previous values being null and existing. Category is Comments and a value is changed when a previous value exists. Category is Completion and a value is changed when previous value exists or there is a combination of previous values being null and existing.
"sent"	Category is Email

Subject

Subject Title	Selection Criteria
[Details Screen Title]	Category is Creation.
[Sub-Category Name]	Use for all categories except Creation.

Location

Attribute Value	Selection Criteria
[Vessel] Pill	Category is Comments with a sub-category of PE Comments Category is Comments with a sub-category of SF Comments

Description

Description Display	Selection Criteria	Example
Display a bullet to indicate each change that is made or instance that is being tracked.	Always Use.
Display the previous value with a strike-through and the new value next to it.	Use if the Category is Update and a previous value is updated.
Display the previous comment with a strike-through and the new comment below it as a new bullet.	Use if the Category is Comments and an existing comment is updated.
Display only the new value next to the field title.	Use if a value is entered into a control that did not have any previous value(s).
Display only the new comment.	Use if a comment is entered into a control that did not have any previous comment.
Show the nulled value with a strike-through.	Use if a control is nulled.

Date Timestamp

Atribute Value	Selection Criteria
Value is auto generated in the [YYYYY-MM-DD HH:MM] format.	This value will always be displayed.

Filtering Activity Streams

Activity streams can be filtered based on their attributes:

View (Can be multi-select)
- Category (Attribute)
- Sub-Category (Attribute)

Notifying Users

When adding a comment, users can notify others by typing in the person's name and selecting it from a menu. The desired user will be added to the "Notify Users" input in the form of a pill with a remove icon. Multiple names will be separates by semicolons.

Example

Animation

Business Rules

General Rules

Activity Streams in SAMM are specific to the activity performed on a selected item.
Interface shall be the same for both 1.0 and 2.0 frameworks.

Sorting

Activity Stream will be sorted in descending order, where the most recent activity is displayed at the top, and the most recent activity is scrolled into view.

Implementation Strategy

Existing Activity events will all be placed under the "Update" category.
Implementation of new Activity events will reflect the new category / sub-category distinction.

UI Design Specifications

http://www.emprisecorporation.com/dev/samm-documentation/#activity-stream

Activity Stream Inventory

Module	Sub-Module	Link	Design Framework (Old/New)
Afloat M&R	Corrective Maintenance	Corrective Maintenance Main Interface - Details Section Repair Details - Activity Tab	New
Ashore M&R	Availabilities	Edit Service Order - Activity Tab Work Item Details - Activity Tab	Old
Ashore M&R	Library Items	Library Items Details Screen - Activity Tab	Old
Ashore M&R	TransAlt Ship	TransAlt Ship Main Interface - Details Section Complete TransAlt - Activity Tab TransAlt Details - Activity Tab	Old
Ashore M&R	VRRs	VRRs Main Interface - Details Section Repair Details - Activity Tab	Old
Admin	Feedback	Feedback Management Main Interface - Details Section Details Screen - Activity Tab	New
Admin	Task Manager	Task Manager Main Interface - Details Section Edit Service Request - Activity Tab	Old
Admin	TransAlt-PM	TransAlt-PM - Details Section Details Screen - Activity Tab	Old
SMS	Findings	Findings Main Interface - Details Section Add SMS Finding - Activity Tab Edit SMS Finding - Activity Tab	Old

Tracked Activities

Afloat M&R

Corrective Maintenance / Repair Details

The Corrective Maintenance activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a Repair	Creation	Creation	Includes: Date Opened Vessel Title Repair No. Status Priority RAC
Vessel	Update	Details
Title	Update	Details
Repair No.	Update	Details
Status	Update	Details
Priority	Update	Details
RAC	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Equipment Addition, Removal, Import	Update	Equipment/Parts
Parts Addition, Removal, Import	Update	Equipment/Parts
MCode Addition or Subtraction	Update	Details	Takes place when a user clicks on the Maintenance button in Shipboard info and associates Maintenance to the repair. Added MCodes will show up in the Equipment Tab > Maintenance Completion secondary tab.
MOR Creation	Creation	Creation	Display Order Id (From Order Dropdown)
MOR Submission to CMLS	Completion	Completion Details	Display the Order Id (From Order Dropdown)
Shoreside Status	Update	Details
PE Comments	Comments	PE Comments
Change of type (Work Request to SFWL or VRR)/ExternalID Change	Update	Details
Shipboard Status	Update	Details
Disposition	Update	Details
FORAC	Update	Details
Close Out Notes	Completion	Completion Details
Convert To SFWL	Update	Details	Takes Place when a User clicks the Convert to SFWL button, and the VRR is converted to a SFWL

Ashore M&R

Availabilities / Availability Details

The Availability details screen Activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of Availability	Creation	Creation	Includes: Vessel Availability Type Port Engineer Schedule Start Date Scheduled End Date
Vessel	Update	Details
Availability Type	Update	Details
Port Engineer	Update	Details
Scheduled Start Date	Update	Details
Scheduled End Date	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names

Availabilities / Work Item Details

The Availabilities Work Item activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a Work Item	Creation	Creation	Includes: Date Opened Vessel Title Availability SWBS RAC
Vessel	Update	Details
Title	Update	Details
SWBS	Update	Details
Status	Update	Details	If WI Status is changed, Old Status shall feature a strikethrough and New Status shall display next to it.
RAC	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Specification Uploaded or Deleted	Update	Details	Will display the File Name
Equipment Addition, Removal, Import	Update	Equipment/Parts
Parts Addition, Removal, Import	Update	Equipment/Parts
MCode Addition or Subtraction	Update	Details	Takes place when a user clicks on the Maintenance button in Shipboard info and associates Maintenance to the repair.
MOR Creation	Creation	Creation	Display Order Id (From Order Dropdown)
MOR Submission to CMLS	Completion	Completion Details	Display the Order Id (From Order Dropdown)
Line Item Addition or Removal	Update	Details
Funding	Update	Details
Estimates Uploaded or Deleted	Update	Details	Will display the file name.
Availability	Update	Details	Includes: Initial Availability Selected. If WI is Deferred/Rescheduled, Old Availability shall feature a strikethrough and New Availability shall display next to it.
Work Package	Update	Details	Includes: Initial Work Package Selected. If Work Package is Changed, Old WP shall feature a strikethrough and New WP shall display next to it.
Deferral Reason	Update	Details	Only displays if WI has been Deferred. Reasons Include: Inadequate facilities to complete this effort Inadequate government information Inadequate manpower to complete effort Inadequate time to complete the effort Lack of Funding Lack of Material Operational Changes

Availabilities / Work Package/Service Order Details

Tracked Activities will display based on the Contract Type; Work Package or Service Order:

Tracked Activity	Category	Sub-Category	Notes
Creation of Work Package/Service Order	Creation	Creation	Includes: Contract/P.O. No. S.O. No. S.O. Title Port Engineer Scheduled Start Date Scheduled End Date Project Code Task Code Funding Code
Contract Type	Update	Details
Contract/P.O. No.	Update	Details
S.O. No.	Update	Details	Only for Service Order Contract Types
S.O. Title	Update	Details	Only for Service Order Contract Types
Status	Update	Details	If SO Status is changed, Old Status shall feature a strikethrough and New Status shall display next to it.
Port Engineer	Update	Details	Updated at Availability level
Scheduled Start Date	Update	Details
Scheduled End Date	Update	Details
Project Code	Update	Details
Task Code	Update	Details
Funding Code	Update	Details
Specification Uploaded or Deleted	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Estimates Uploaded or Deleted	Update	Details	Will display the File Name.
Availability	Update	Details	Includes: Initial Availability Selected. If SO is Deferred/Rescheduled, Old Availability shall feature a strikethrough and New Availability shall display next to it.
Work Package (For Service Orders)	Update	Details	Includes: Initial Work Package Selected. If Work Package is Changed, Old WP shall feature a strikethrough and New WP shall display next to it.
Deferral Reason	Update	Details	Only displays if SO has been Deferred. Reasons Include: Inadequate facilities to complete this effort Inadequate government information Inadequate manpower to complete effort Inadequate time to complete the effort Lack of Funding Lack of Material Operational Changes

Library Items / Details Dialog

The Library Items Details Dialog activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a Library Item	Creation	Creation	Includes: Date Opened Title Item Type SWBS. WI # RAC
Item Type	Update	Details
Title	Update	Details
SWBS	Update	Details
WI #	Update	Details
RAC	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Applicable Vessels Addition or Removal	Update	Details
Specification Uploaded or Deleted	Update	Details	Will display the File Name
Equipment Addition, Removal, Import	Update	Equipment/Parts
Parts Addition, Removal, Import	Update	Equipment/Parts
MCode Addition or Subtraction	Update	Details	Takes place when a user clicks on the Maintenance button in Shipboard info and associates Maintenance to the repair.
MOR Creation	Creation	Creation	Display Order Id (From Order Dropdown)
MOR Submission to CMLS	Completion	Completion Details	Display the Order Id (From Order Dropdown)
Line Item Addition or Removal	Update	Details
Funding	Update	Details
Estimate	Update	Details

PMIA / Main Interface

The Activity Tab in the details section of the PMIA main interface will track the following (note this is based off of the Service Order details screen):

Tracked Activity	Category	Sub-Category	Notes
Creation of a Service Order	Creation	Creation	Includes: Date Opened Vessel Title SWBS. Service Order Number RAC
Vessel	Update	Details
Title	Update	Details
SWBS	Update	Details
Service Order Number	Update	Details
RAC	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Specification Uploaded or Deleted	Update	Details	Will display the File Name
Equipment Addition, Removal, Import	Update	Equipment/Parts
Parts Addition, Removal, Import	Update	Equipment/Parts
MCode Addition or Subtraction	Update	Details	Takes place when a user clicks on the Maintenance button in Shipboard info and associates Maintenance to the repair.
MOR Creation	Creation	Creation	Display Order Id (From Order Dropdown)
MOR Submission to CMLS	Completion	Completion Details	Display the Order Id (From Order Dropdown)
Line Item Add or Remove	Update	Details
Funding	Update	Details
Estimate	Update	Details

PM Details

Tracked Activity	Category	Sub-Category	Notes
Creation of Planned Maintenance	Creation	Creation	Includes Date Created User Name Procedure Vessel Equipment Billet Required By Feedback
Completion of Planned Maintenance	Completion	Completion	Includes Completion Date User Name Meter Act. Labor Hours Attachments Comments
Status	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Equipment Addition, Removal, Import	Update	Equipment/Parts
Parts Addition, Removal, Import	Update	Equipment/Parts
Schedule Addition, Edit, Removal	Update	Details	Includes Operational Status Frequency Periodicity OR Metered Maintenance Metered Units
User Notes	Comments	User Notes
History Removal	Update	Details	Includes Port Engineer
VTL Documents Addition, Removal	Update	Details	Will display the file names
Deferral Reason	Update	Details	Only displays if WI has been Deferred. Reasons Include: Inadequate facilities to complete this effort Inadequate government information Inadequate manpower to complete effort Inadequate time to complete the effort Lack of Funding Lack of Material Operational Changes

TransAlt Ship / Complete TransAlt

The TransAlt Ship activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Completion of a TransAlt	Completion	Completion	Includes: Date Completed Availability WP / SO Work Item
Availability	Update	Details
WP / SO	Update	Details
Work Item	Update	Details
Attachments Upload, Import, Delete	Update	Details	Will display the File Names
Associate SFWL Addition or Removal	Update	Details
PE Comments	Comments	PE Comments
SF Comments	Comments	SF Comments
Completion Form Remove	Update	Details
FORAC	Update	Details
Email	Email	Email

TransAlt Ship / TransAlt Details

The TransAlt Ship activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a TransAlt	Creation	Creation	Includes: Date Created Title Status Priority Username Comment Generated from <VRR#> <VRR Title> on <ship name> when a User creates a TransAlt from VRRs
Creation of a Service Request	Creation	Creation	Includes: Date Opened Task Id Title Username Vessel
Disassociation of a TransAlt	Update	Details	Includes: Date Removed Task Id Title Status Username
General Tab	Update	Details	All Field changes within the General Section of the General Tab.
SF Comments	Comments	SF Comments
Attachments Upload, Import, Delete	Update	Details	Will display the File Names
Progress Update	Update	Details
Vote Change	Update	Details
Removal of a user from FORAC	Update	Details
Removal of a user from the Vote Table	Update	Details
Email	Email	Email
Weight & Moment	Update	Details	Includes: Username Date Vessel (Displayed in all caps) Comments Reset Baseline Comments from Reset Baseline Modal
Weight & Moment Line Item	Update	Details	The addition or removal of an item
Weight & Moment Status	Update	Details	List old then new Status
Related Items	Update	Details	The addition or removal of an item

VRRs / Repair Details

The VRRs activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a Repair	Creation	Creation	Includes: Date Opened Vessel Title Repair No. Status Priority RAC
Vessel	Update	Details
Title	Update	Details
Repair No.	Update	Details
Status	Update	Details
Priority	Update	Details
RAC	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Equipment Addition, Removal, Import	Update	Equipment/Parts
Parts Addition, Removal, Import	Update	Equipment/Parts
MCode Addition or Subtraction	Update	Details	Takes place when a user clicks on the Maintenance button in Shipboard info and associates Maintenance to the repair. Added MCodes will show up in the Equipment Tab > Maintenance Completion secondary tab.
MOR Creation	Creation	Creation	Display Order Id (From Order Dropdown)
MOR Submission to CMLS	Completion	Completion Details	Display the Order Id (From Order Dropdown)
Shoreside Status	Update	Details
PE Comments	Comments	PE Comments
Change of type (Work Request to SFWL or VRR)/ExternalID Change	Update	Details
Shipboard Status	Update	Details
Disposition	Update	Details
FORAC	Update	Details
Close Out Notes	Completion	Completion Details
Convert To SFWL	Update	Details	Takes Place when a User clicks the Convert to SFWL button, and the VRR is converted to a SFWL

Admin

Feedback Management / Feedback Details

The Feedback activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a Feedback	Creation	Creation	Includes: Date Created Subject Email Address (created by) Status Entered via Feedback Creation or Quick Edit Assigned Entered via Feedback Creation or Quick Edit Reason Entered via Feedback Creation or Quick Edit Scope Vessel Type SME Category Message Equipment Attachments
General Tab	Update	Details	All Field changes within the General Section of the General Tab. Status: Entered via Details Screen or Quick Edit Assigned: Entered via Details Screen or Quick Edit Reason: Entered via Details Screen or Quick Edit
Equipment Tab: Addition/Removal	Update	Equipment/Parts
Proposal Tab: Add/Revise	Update	Details	Will display the Revision Comments.
Attachments Tab: Upload, Import, Delete	Update	Details	Will display the File Names.
Related Items	Update	Details	The addition or removal of an item.
Email Details	Email	Email
Comments	Comments	Comments	Entered via Activity Tab or Quick Edit.

Task Manager / Service Request Details

The Task Manager activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a Service Request	Creation	Creation	Creation of a New Request is tracked in the parent TransAlt's Activity Tab. Includes: Date Opened Title Username Vessel
Title	Update	Details
Vessel	Update	Details
Status	Update	Details
Priority	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
SF Comments	Comment	SF Comments
Vote	Update	Details
Email	Email	Email
Progress Update	Update	Details	Includes Planned Start Date Planned End Date
Task Disassociation	Update	Details	Removal of a Related Item Displays as "Related Item Removed:" for the activity stream. Includes: Task ID Title

TransAlt-PM / TransAlt Details

The TransAlt-PM activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Creation of a TransAlt	Creation	Creation	Includes: Date Created Title Status Priority Username
Creation of a Service Request	Creation	Creation	Includes: Date Opened Task Id Title Username Vessel
Disassociation of a TransAlt	Update	Details	Includes: Date Removed Task Id Title Status Username
General Tab	Update	Details	All Field changes within the General Section of the General Tab.
SF Comments	Comments	SF Comments
Attachments Upload, Import, Delete	Update	Details	Will display the File Names
Related Items	Update	Details	The addition or removal of an item.
Progress Update	Update	Details
Vote Change	Update	Details
Email	Email	Email

SMS

SMS Finding / Finding Details

The SMS Finding activity tab will track the following:

Tracked Activity	Category	Sub-Category	Notes
Finding	Update	Details	-
Requirement	Update	Details	-
Severity	Update	Details	-
Initiated By	Update	Details	-
Status	Update	Details	-
Date	Update	Details	When the status of the SMS Finding changes to Accepted, CAP Submitted, CAP Accepted, CAP Complete, or Closed. Then date from the Confirm Date Selection Dialog is tracked.
Email	Email	Email

Universal

Repair Details

Tracked Activity	Category	Sub-Category	Notes
Creation of a Repair	Creation	Creation	Includes: Date Opened Vessel Title Repair No. Status Priority RAC
Vessel	Update	Details
Title	Update	Details
Repair No.	Update	Details
Status	Update	Details
Priority	Update	Details
RAC	Update	Details
Attachments Uploaded or Deleted	Update	Details	Will display the File Names
Equipment Addition, Removal, Import	Update	Equipment/Parts
Parts Addition, Removal, Import	Update	Equipment/Parts
MCode Addition or Subtraction	Update	Details	Takes place when a user clicks on the Maintenance button in Shipboard info and associates Maintenance to the repair. Added MCodes will show up in the Equipment Tab > Maintenance Completion secondary tab.
MOR Creation	Creation	Creation	Display Order Id (From Order Dropdown)
MOR Submission to CMLS	Completion	Completion Details	Display the Order Id (From Order Dropdown)
Shoreside Status	Update	Details
PE Comments	Comments	PE Comments
Change of type (Work Request to SFWL or VRR)/ExternalID Change	Update	Details
Shipboard Status	Update	Details
Disposition	Update	Details
FORAC	Update	Details
Close Out Notes	Completion	Completion Details
Convert To SFWL	Update	Details	Takes Place when a User clicks the Convert to SFWL button, and the VRR is converted to a SFWL

Templates

Activity Stream

Contents

Example

Activity Attributes

Attribute Selection Criteria

Category / Sub-category

Author

Action

Subject

Location

Description

Date Timestamp

Filtering Activity Streams

Notifying Users

Example

Animation

Business Rules

General Rules

Sorting

Implementation Strategy

UI Design Specifications

Activity Stream Inventory

Tracked Activities

Afloat M&R

Corrective Maintenance / Repair Details

Ashore M&R

Availabilities / Availability Details

Availabilities / Work Item Details

Availabilities / Work Package/Service Order Details

Library Items / Details Dialog

PMIA / Main Interface

PM Details

TransAlt Ship / Complete TransAlt

TransAlt Ship / TransAlt Details

VRRs / Repair Details

Admin

Feedback Management / Feedback Details

Task Manager / Service Request Details

TransAlt-PM / TransAlt Details

SMS

SMS Finding / Finding Details

Universal

Repair Details

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