Activity types

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Introduction

Go to Settings → Activity types in the top menu.

A window will open, showing you any existing activity types.

This feature is most useful for Unplanned contracts, where only one type of activity will be reportable based on the activity type chosen for the contract

Add activity type

Click the button Add new type in the menu.

Enter activity type ID and Name. Click Save.

 

Assign activity types

Click Assign activities in the menu.

You can only choose the activities that are linked to your assigned role.

To make the activities available to the staff members you need to link the activities to the role(s) of the staff members.

Select the activities that are to be included and then click Select.

Delete activity type

Select the activity type you want to delete and click Delete activity type in the menu.

If this is not possible, due to assigned activities, you will receive an error message.

Remove any assigned activities by selecting the activity type and click Assign activities, deselect the activities and click select.

You will now be able to delete the activity type from the list by clicking the Delete activity type button.