Difference between revisions of "Manage Activity Templates"

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* It is useful to create different activity templates for repetitive types of activity  
 
* It is useful to create different activity templates for repetitive types of activity  
  
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Use the [[File:My_Activities_Categories.png]] icon to add a new template, give the template a name and select '''OK''' to add it
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Use the [[File:template_add_new.png]] icon to add a new template, give the template a name
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* Once a category has been created it will be available to use when creating manual activities (these categories do not apply to business process created activities)
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* Add in the Activity Template Title and Description which will be added to the activity when this template is used
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* To delete an activity category select the '''Trash Can''' icon next to the category you wish to delete
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* Once a Template has been created it will be available to use when creating manual activities (these templates do not apply to business process created activities)
  
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==Managing Category Outcomes==
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==Managing Template Outcomes==
  
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Each category will have a default outcome of '''Done'''
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Each Template will have a default outcome of '''Done'''  
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* Click on the '''Done''' button to edit it's display name, code or to change the colour of the button and to select if a '''reason''' is mandatory when the user selects this outcome when completing the activity.
  
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Add additional outcomes to a category by clicking on the category name you wish to add the outcome too, and this will show the default icon on the right hand side.  Click on the [[File:My_Activities_Categories.png]] icon to add a new outcome to the selected category.
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Add additional outcomes to a template by clicking on '''+''' icon and giving each outcome a name, code, colour and choose if they require a '''reason''' to be given if the outcome is chosen.
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* Give the outcome a name and select '''OK''' to add it
 
  
 
Once a new outcome has been created click on the outcome name to be able to configure it's attributes
 
Once a new outcome has been created click on the outcome name to be able to configure it's attributes
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* '''Label''': The display name for the outcome which will be seen by the user when completing the activity
 
* '''Code''': The code which will be attributed to the outcome and could be used for reporting purposes
 
* '''Code''': The code which will be attributed to the outcome and could be used for reporting purposes
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* '''Label''': The display name for the outcome which will be seen by the user when completing the activity
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* '''Colour''': Choose a colour which will be used for the outcome when the user is completing the activity
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* '''Button Colour''': Choose a colour which will be used for the outcome when the user is completing the activity
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* '''Require Reason''': Tick if you want to make it mandatory for the user completing the activity to have to provide a note when choosing this outcome for the activity.   
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* '''Note required''': Tick if you want to make it mandatory for the user completing the activity to have to provide a note when choosing this outcome for the activity.   
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* '''Preview''': See what the category specific outcome button will look like based on the configured attributes above
 
  
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Delete an outcome, including the categories default '''Done''' outcome by clicking on the '''Trash Can''' icon next to the outcome you wish to delete.
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Remove an outcome, including the default '''Done''' outcome by clicking on the outcome and using the '''remove''' option
  
 
[[Category:Collaboration]]
 
[[Category:Collaboration]]

Revision as of 09:03, 11 April 2018

Home > Collaboration > My Activities > Manage Activity Templates

Introduction

Use the My Activites Manage Categories.png icon to manage, and create activity templates, related custom activity outcomes and checklists

Related Articles

Managing Templates

Activity Templates.png

Each manually created activity can be assigned a template, the template can populate the activity with specific outcomes and checklist content

  • It is useful to create different activity templates for repetitive types of activity

Use the Template add new.png icon to add a new template, give the template a name

  • Add in the Activity Template Title and Description which will be added to the activity when this template is used
  • Once a Template has been created it will be available to use when creating manual activities (these templates do not apply to business process created activities)

Managing Template Outcomes

Each Template will have a default outcome of Done

  • Click on the Done button to edit it's display name, code or to change the colour of the button and to select if a reason is mandatory when the user selects this outcome when completing the activity.

Add additional outcomes to a template by clicking on + icon and giving each outcome a name, code, colour and choose if they require a reason to be given if the outcome is chosen.

Once a new outcome has been created click on the outcome name to be able to configure it's attributes

  • Label: The display name for the outcome which will be seen by the user when completing the activity
  • Code: The code which will be attributed to the outcome and could be used for reporting purposes
  • Colour: Choose a colour which will be used for the outcome when the user is completing the activity
  • Require Reason: Tick if you want to make it mandatory for the user completing the activity to have to provide a note when choosing this outcome for the activity.


Remove an outcome, including the default Done outcome by clicking on the outcome and using the remove option

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