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Activity Types

Overview

The activity types feature is essential for flagging activities with a main type, significantly enhancing the organisation and management of tasks. By assigning a primary category to each activity, administrators can streamline the grouping and reporting of various functions within the system. This categorisation not only simplifies the tracking and analysis of activities but also provides a clear structure that aids in identifying patterns and trends. Consequently, this practice facilitates more accurate reporting, better resource allocation, and improved overall efficiency in managing projects and responsibilities. By implementing a robust system for flagging activities, organisations can ensure a more organised and transparent workflow, leading to more effective decision-making and strategic planning.

Understanding Activity Types

An activity type serves as a broad classification for events that a volunteer will attend. These types encompass general categories such as repair, energy, or eco-education, providing an overarching framework for organising various activities. At this level, the focus is on grouping activities into broad categories to facilitate easier management and organisation. Below these broad categories are the activity subtypes, which offer a more detailed breakdown by identifying specific, granular activities. This dual-level categorisation ensures a comprehensive and structured approach to managing and tracking volunteer engagements.

Activity Types within the CAG Database include the following information:

Name
 Description Input type Requirement Type
Linked To
Activity Type Name The name assigned to this activity type. It provides a descriptive label for the ativity type, aiding in easy recognition. text required n/a
Activity Type Description Additional information about this activity type, aiding both users and volunteers in understanding its context. text optional n/a

How to Create an Activity Type

Creating an activity type within the platform allows administrators to define and manage different categories of activities effectively. Follow the steps below to create a new activity type:

  1. Navigate to the System settings page.
  2. Choose Activity Types from the list.
  3. Press the Add type button, which will open the Create Activity Type pop-up.
  4. Fill in the Activity Type Information:
    • Name: Enter the name assigned to this activity type (mandatory).
    • Description: Provide a brief description of the activity type.
  5. Press the Save button.
  6. A new activity type has been created and is now visible in the Activity Types Table.

How to Delete an Activity Type

Deleting an activity type is a straightforward process but should be done with caution as it permanently removes the activity type's record from the project. Follow the steps below to delete an activity type:

  1. Navigate to the System settings page.
  2. Choose Activity Types from the list.
  3. Locate the activity type you wish to delete in the Activity Types Table.
  4. Press the button in the Actions column, which will open a menu.
  5. Press the Delete option, which will open a confirmation pop-up.
  6. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the activity type from being deleted.

This structured guide ensures that administrators can efficiently create and manage activity types within the project, enhancing classification and organisation.