Create Activity Classifications

Modified on Tue, Jun 3 at 4:34 PM

 Activity Classifications are custom fields that can be added to Activity Input Forms and are filterable within reports. An Activity Classification is a single field that can be created from any of the standard form elements (number, checkbox, text, dropdown, etc.). During the creation of an Activity Classification, an Academic Unit must be selected to determine which faculty members have access to the Activity Classification. Tags are used for sorting purposes only within the list view. 

 

A published Activity Classification can be added to an Activity Input Form by selecting Manage Forms from the Action menu. Select Quick View from the Action menu to view a preview or select Archive to remove the Activity Classification from all forms.  

 

Standard Activity Classifications tagged with AcA and are used on standard forms within the Activity Manager. They can be added to additional custom forms as well.  These standard Activity Classifications cannot be edited as they are in a published state. 


From the home page, navigate to the Customization section and choose Activity Classifications in the left side menu.  

 

 

Click on +Create New on the right side of the screen 

 

 

The new activity classification form will open.  Create a name for the classification. 

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Select the unit and click outside of the box.  Activity classifications may be assigned institution wide or at the college or department level. 

 

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Tags are used to help the user categorize when viewing in the list.  Options in the dropdown may be: 

  • AACSB 

  • ABET 

  • CAEP 

  • SACSCOC 

 

Once the fields are complete, click Create Activity Classification 

 

 

After the classification is created, you will need to choose what the attributes the classification needs.   

  • Free text 

  • Email 

  • Number 

  • Percentage 

  • Dollar 

  • Date 

  • Term 

  • Date Range 

  • Term Range 

  • Checkbox 

  • Dropdown 

  • Unit Picker – allows the user to choose specific units this field may apply to. 

 

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Each attribute may have additional options as shown below.  The user may change the order of where this attribute is attached to the activity by using the up and down arrows on the right side of the screen.  

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The user may also choose to require attributes of the classification.  

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