Managing Activities

Topics

Adding an Activity to a Workflow Process

When you add an activity, you must first indicate the process and task to which you are adding. Unlike other pages in Civic Platform, you cannot search for an activity or a task or a process; you drill in. Then you enter the activity name and description that you’re adding

To add an activity to a workflow process

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose Review > Activity.

    Civic Platform displays the Workflow Process List browse page. If Civic Platform displays the Task List browse page for a process you do not want, click the “browse different workflow process” link that appears to the right of the process code.

  3. Click the red dot that appears next to the process that you want.

    Civic Platform displays the Workflow Task List browse page.

  4. Click the red dot that appears next to the task that you want.

    Civic Platform displays the Task Activity List browse page.

  5. Click Add.

  6. Complete these fields:

    Activity Code Enter a code, or abbreviation, that identifies the activity.
    Activity Description Enter a brief description to explain what the task involves.

  7. Click Submit.

Editing a Workflow Process Activity

After you add an activity to a workflow task, you can edit the activity code and its description. Any changes you make to an activity (other than adding a new activity) do not affect existing applications. For example, when you delete an activity it does not delete the sub-task from the application's workflow. Your changes affect only new applications.

To edit an activity for a workflow process

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose Review > Activity.

    Civic Platform displays the Workflow Process List browse page. If Civic Platform displays the Task List browse page for a process you do not want, click the “browse different workflow process” link that appears to the right of the process code.

  3. Click the red dot that appears next to the process that you want.

    Civic Platform displays the Workflow Task List browse page.

  4. Click the red dot that appears next to the task that you want

    Civic Platform displays the Task Activity List browse page.

  5. Click the red dot that appears next to the activity that you want.

  6. Update these fields:

    Activity Code Enter a code, or abbreviation, that identifies the activity.
    Activity Description Enter a brief description to explain what the task involves.

  7. Click Submit.

Deleting an Activity from a Workflow Process

After you add an activity, you can delete it, as needed. Deleting an activity does not delete the sub-task from an existing application's workflow. Your changes affect only new applications.

To delete an activity from a workflow process

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Choose Review > Activity.

    Civic Platform displays the Workflow Process List browse page.

  3. If Civic Platform displays the Task List browse page for a process you do not want, click the “browse different workflow process” link that appears to the right of the process code.

  4. Click the red dot that appears next to the process that you want.

    Civic Platform displays the Workflow Task List browse page.

  5. Click the red dot that appears next to the task that you want

    Civic Platform displays the Task Activity List browse page.

  6. Click Delete next to the activity that you want.

  7. Click OK.