Working with Activities for Records

Topics

Adding a New Activity to a Record

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

To add a new activity

  1. Open the Building or Service Request portlet and use search to locate the application or the service request to which you want to add an activity. See Using the Search Features for more information.

  2. Click the link in the Record ID column to select the desired application or service request.

    Civic Platform displays the details.

  3. Click the Activities tab.

    Civic Platform displays the activities assigned to the application or service request.

  4. Click New.

    Civic Platform displays a form you can use to enter activity information.

  5. Complete the fields in the form with available data. See Examining Activity Details for a list of fields and field definitions that may be available.

  6. Click Submit.

    Civic Platform saves your changes and returns you to the Activities tab.

Updating an Activity on the Activity Tab

In the Activities tab, 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 update the occurrence date of an activity, see Viewing the Activity Summary.

To modify an activity for an application or service request

  1. Open the Building or Service Request portlet and use search to locate the application or service request you want to work with. See Using the Search Features for more information about using Search.

  2. Click the Activities tab.

    Civic Platform displays the activities assigned to the application or service request.

  3. In the Number column, click the link for the activity you want to modify.

    Civic Platform displays the activity details on the tabs.

  4. Make changes as needed (see Examining Activity Details for field definitions).

  5. Click Submit.

    Civic Platform displays the changes in the Activities form portlet.

Viewing the Activity Summary

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

To view the activity summary

  1. Open the Building or Service Request portlet and use search to locate the application or service request you want to work with. See Using the Search Features for more information about using Search.

    Civic Platform displays the application details.

  2. Click the Activity Summary tab.

    Civic Platform displays a summary of the activities and tasks.

  3. In the Name column, click the link for the activity/tasks you want to view.

    Civic Platform displays the selected activity/task information in its respective tab: if an activity, it displays in the Activity tab; if a task, it displays in the Task Details tab.