Kavi® Status Tracker Help

Chapter 48. Edit an Activity Type

Overview

Edit an Activity Type is used to edit an existing Activity Type. You may edit the name, description, instructions, audibility, additional data fields or the order in which this Activity Type appears in the global Activity Types list. Your edits will affect all Project Types that use this Activity 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 Edit an Activity Type to:

Edit an Activity Type.

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How to Edit an Activity Type

Edit

Edit this Activity Type as desired. When you are satisfied with your settings, click Save.

Name

The Activity Type name.

Order

The pull-down list shows the order in which this Activity Type appears in the global Activity Type list.

To edit the order, select 'Top', 'Bottom' or the Activity Type that you want to proceed your Activity Type in the list. For example, if you are editing an Activity Type named 'In Development' and you want it to follow an Activity Type named 'Proposal', you would select 'Proposal' in the pull-down list.

Description

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

Instructions

Enter instructions for scheduling and recording this activity. These instructions are displayed to administrators and Project Recorders when adding or editing activities of this type.

Auditable Activity

If this Activity Type needs to be included in the audit trail, set this option to 'Yes'. If it isn't needed in the audit trail, set it to 'No'. If set to 'Yes', this type of activity can be retrieved in searches that use this criteria.

Additional Fields

Activity Data Field that are specific to this organization are displayed. Select those that apply to this Activity Type. These will be installed in addition to the default Activity Data Fields that are preselected for all Activity Types: 'Project', 'Type', 'Date Scheduled', 'Date Occurred', 'Submitter', 'Summary' and 'Note'.

Done

You've just edited this Activity Type and your changes have been applied to all Project Types that use this Activity Type! The Activity Type Details page is displayed so you can review your Activity Type settings.

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