To add a new activity:
- Click Forms in the left navigation panel
- Click Activities
- Click Add
- Fill in these fields:
- Name*: Displayed on the time study
- Description*: Brief activity description
- Long Description: When you hover over the activity on the form, you'll see this description
- 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)
- Time Form*: The form(s) that the activity should appear on (select more than one by holding down Ctrl (Windows) or Command (Mac) when clicking)
- Sort Order: Organize the activities within each category by numbering them (activity 1 would appear as the first activity under its category)
- Type (for healthcare clients): Notes if the activity is Part A, Part B, Other, or None
- Cost Center: If this activity is associated with a specific cost center, you can use this to compare time reported in our system with payroll or other data that may identify activities under cost centers
- Include In Reports: Yes/No
- LOA: Yes/No - If yes, then instead of inputting hours, the Reporter would select from a dropdown of LOA types - this list of LOA types can be controlled under Control Panel > Master Files > LOA Types
- GME: Yes/No - if it's a GME related activity (related to time spent on Graduate Medical Education duties)
- Non-Productive Time: Yes/No - If this activity represents Non-Productive Time
- Duty: Yes/No - If yes, then a user will only see this activity if they have it listed in their user profile settings and are assigned to the appropriate Duty Time Form
- Active: Yes/No
Visual Guide:
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