Configuring Activities

Activities are created and edited (managed) from the menu bar.

Access Grants for Activities

Table 6-1. Access grants needed to configure activities lists the access grants needed to view or configure activities; both are in the Config category.

Table 6-1. Access grants needed to configure activities

Access Grant

Permitted Actions

View Activities

User can view activities but not create, edit, or delete them.

Edit Activities

User can create, edit, or delete activities.

Creating Activities

To create an activity for use with SOP 98-1:

  1. From the menu bar in the standard interface, select Create > Administrative > Activity.

    The Create Activity page opens.

  2. Complete the fields in the Create Activity page as described in the following table:

    Field Name

    Description

    Name

    Name of the activity (appears in field selections).

    Description

    Description for the activity.

    Used For

    Indicates the entities the activity can be associated with.

    In Time Management, all activities enabled for an entity are available to categorize time sheet lines for that type of entity (work item). See the Time Management User Guide for more details on time sheets and work items.

    SOP 98-1 Category

    Specifies the SOP 98-1 category the activity falls under. This field is only active when tasks or projects have been selected in the Used For options, and SOP 98-1 tracking has been enabled system-wide.

    Can be capitalized?

    Option to allow the activity to be capitalized. This field is only active when tasks or projects have been selected in the Used For options, and SOP 98-1 tracking has been enabled system-wide.

    Enabled

    Option to enable the activity. Disabled activities do not appear as selections in the task.

    You can select an SOP 98-1 category and capitalize the item only if SOP 98-1 functionality is enabled. See Enabling SOP 98-1 Tracking.

  3. Click Create.

    Note: The definition language of the activity is set to your session language. The activity can only be modified in its definition language. See the Multilingual User Interface Guide for more information.

Modifying Existing Activities

To edit an existing activity:

  1. From the menu bar in the standard interface, select Search > Administrative > Activities.

    The Manage Activities page opens, with a list of existing activities in the Select an Activity section.

  2. Click the activity of interest in the Activity Name column.

    The Edit Activity page opens, with the same fields as when the activity was created.

    Note: If the activity's definition language differs from your session language, you cannot modify the activity. Click Why? in the header and see the Multilingual User Interface Guide for more information.

  3. Change the fields as necessary and click Save.

    The activity is saved.

Disabling Activities

While activities cannot be deleted, they can be disabled for future use. If an activity is disabled, the tasks and time sheets using it are not affected, but it is no longer available for use on new tasks and time sheets.

To disable an activity for future use:

  1. From the menu bar in the standard interface, select Search > Administrative > Activities.

    The Manage Activities page opens, with a list of existing activities in the Select an Activity section.

  2. Click the activity of interest in the Activity Name column.

    The Edit Activity page opens.

    Note: If the activity's definition language differs from the session language, you cannot edit the activity. Click Why? in the header for information about how to edit the activity and refer to the Multilingual User Interface Guide for more information.

  3. Select the Disabled for future use option.

  4. Click Save.

    The activity is disabled for future use.