Configuring Activity Types

Creating a new activity type

Before adding your new activity type, consider what it should be called, what custom fields it will have (aside from the default activity fields of description and time taken) and what kind of cases it will be used in.

1. In the OpenCase Admin menu, click on "Manage activity types".

2. Click "Add Activity Type"

3. Choose a label (name) for the new activity type

4. Save. This will take you back to the list of activity types.

5. To add custom fields, choose "Manage Fields" from the dropdown next to the newly added activity type. See Configuring Fields for more about this.

6. The activity will not appear as an option to add to any cases until you define which types of cases it is for. To do this you need to edit the case type and tick the box to add the new activity. See Configuring Case Types for more on this.

Editing an activity type

1. In the OpenCase Admin menu, click on "Manage activity types".

2. Find the one that you want to work on.

3. If you want to change the name of the activity type, then click "Edit".

4. If you want to add, edit or delete custom fields belonging to that activity type, select "Manage Fields" from the drop-down next to the activity type you want to change. See Configuring Fields for more about this.

5. If you want to change which types of cases this activity is used in, you need to do that from the case type - see Configuring Case Types.