Kavi® Status Tracker Help
Add an Activity Type is used to create a new Activity Type. You can create your new type from scratch or, if you would like to use an existing Activity Type as a model for your new type, clone an existing type.
To add a new Activity Type, go to the Activity Types page and click the Add a Type link.
To clone an Activity Type, go to the Activity Types page and click the Manage link for the Activity Type you want to clone. The Activity Type Details page is displayed. Click the Clone Type link and the Add an Activity Type form is displayed with all of the fields prefilled. Edit the fields as desired.
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.Back to top
Provide the name, order, description and instructions for your new Activity Type, and select which activity data fields will be available for activities of this type. When you are satisfied with your settings, click the Save button.
Enter a name for this new Activity Type.
Set the order in which you want your new Activity Type to be displayed in the global Activity Types list. This helps determine its relative position in project-level Activity Types lists.
Enter a textual description for this Activity Type.
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'.
You've just added a new Activity Type and it is now available when configuring Project Types! The Activity Type Details page is displayed so you can review your new Activity Type.