Kavi® Status Tracker Help

Chapter 46. Activity Type Details

Overview

The Activity Type Details page displays information about a specific Activity Type, plus links to tools used to Clone, Edit or Delete this type.

Activity Types are used to classify the kinds of activities that occur in the organization's projects. Each Activity Type is associated with a set of activity data fields that store information about this type of activity. Activity Types that are needed for audit purposes are flagged as auditable. When configuring a Project Type, the Super Admin selects all the Activity Types that will be available for use in projects of this type. For more information, see the Concepts document Managing Activity Types.

Use Activity Type Details to:

  • View detailed information about an Activity Type.

  • Access tools used to manage this Activity Type.

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How to Use the Activity Type Details Page

Options

Edit Type

Click this link to the Edit an Activity Type tool if you want to edit Activity Type information, including the order in which this type appears in the global Activity Types list, the description, instructions or data fields it uses.

To edit the Project Types that use it, use the Project Types tools.

Delete Type

The Delete link is only displayed if an Activity Type is not in use. Click this link to the Delete an Activity Type tool if you want to permanently delete an unused Activity Type.

Clone Type

Click this link if you want a copy of this Activity Type to use as the basis for a new Activity Type. You will be taken to the Add an Activity Type tool with all the field values prefilled, which you can then edit as desired.

Fields

Name

A number representing the order in which the Activity Type appears in the global Activity Types list, followed by the name of the Activity Type.

Description

A textual description for this Activity Type, which may include instructions for performing this activity.

Auditable Activity

Indicates whether this Activity Type is auditable or not. This flag can be used in reports.

Used by Project Types

A list of Project Types that use this Activity Type.

Fields

All default and custom fields used for this Activity Type are displayed.

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