Add and update activities for records

Add a new activity when a new action takes place on a record.

To add a new activity to a record

1. Open a record from a record list page.

   Note: You can use search to find records for which you are looking.

2. Select the Activities tab.

3. Select New.

4. Complete the following fields with available data.

   Field	Description
   Description	A description of the activity.
   Internal Only*	Indicates whether the record is for internal use only.
   Activity Number	The activity number as assigned by Civic Platform.
   Start Date*	The beginning date of the activity.
   Assigned to Department	The department responsible for addressing the activity.
   Due Date	The due date for the activity.
   Activity Name*	The name of the activity.
   Priority	The priority level for the completion of the activity.
   Assigned to Staff - Check Availability	The staff assigned to address the activity. The Check Availability link, when clicked, shows the availability of the assigned to staff based on all their scheduled calendar events.
   Type	The type of activity. Civic Platform may associate some activity types with an activity specific info group. In such cases, subgroup fields display automatically below the activity fields.
   Activity Status	This is the status of the activity.

5. Select Submit.

You can update an existing activity. You can update any general information about the activity, such as the name, the creation date, or the department to which the activity belongs.

To modify an activity for a record

1. Open a record from a record list page.

   Note: You can use search to find records for which you are looking.

2. Select the Activities tab.

3. In the Number column, select the link for the activity you want to update.

4. Make changes to any of the following fields:

   Field	Description
   Description	A description of the activity.
   Internal Only*	Indicates whether the record is for internal use only.
   Activity Number	The activity number as assigned by Civic Platform.
   Start Date*	The beginning date of the activity.
   Assigned to Department	The department responsible for addressing the activity.
   Due Date	The due date for the activity.
   Activity Name*	The name of the activity.
   Priority	The priority level for the completion of the activity.
   Assigned to Staff - Check Availability	The staff assigned to address the activity. The Check Availability link, when clicked, shows the availability of the assigned to staff based on all their scheduled calendar events.
   Type	The type of activity. Civic Platform may associate some activity types with an activity specific info group. In such cases, subgroup fields display automatically below the activity fields.
   Activity Status	This is the status of the activity.

5. Select Submit.

The Activity summary tab lists both the activities associated with an application or a service request and any completed ad hoc and workflow tasks. You can select the Name link for an activity/task record in this tab to view details.

To view the activity summary of a record

1. Open a record from a record list page.

   Note: You can use search to find records for which you are looking.

2. Select the Activity summary tab.

3. Select the link for the activity or tasks you want to view.