As an Administrator learn how to add a new activity and learn about each activity setting available.
1. Click Forms in the left navigation panel
2. Click Manage Activities
3. Click Add New Activity in the top right corner
4. Write in all fields with a red asterisk
Description of fields:
Activity name: Name of Activity (this is what is displayed on the form)
Short Description: A long(er) definition of the Activity (what should be reported there). This is what is displayed when you hover over the activity on the form.
Category: The major category that the activity falls under (this impacts where the activity appears on the form and also allows for category-based reporting)
Activity type (for healthcare clients): Notes if the activity is Part A (administrative), Part B (direct patient care) or Other
Long Description: a long definition of the activity. This is what is displayed under Help>Activity definitions
Form: The form(s) that the activity should appear on
Sort Order: If there's a desired order that the activity should appear under it's category (ex: 1, it would appear as the first activity under it's category
Exclude from Reports: To exclude the activity from the Finance Summary Report
Link Activity to LOA types: If this is a "Leave of Absence" or Paid Time Off" activity and the user would prefer reporters to select the type of leave (instead of inputting hours, they would select the type of leave for that day using a drop down box of leave types- this list can be controlled under Control Panel/Settings>Master Files
GME: if it's a GME related activity (related to time spent on Graduate Medical Education duties)
Non Productive Time: If this activity represents Non-Productive Time
Duty: If this is a duty that is specific for a single person or a small group of people, select yes. This enables someone to link the duty to the relevant person. If that person is assigned a Duty Specific form, they will see their special duties alongside the other/standard list of activities.
Cost Center: If this activity is associated with a specific cost center (this is a new field that can be used to compare time reported in our system with payroll or other data that may identify activities under cost centers).