Activity Design

Guide to designing your activity type.

Introduction

Our attributes have been created and we are now ready design the layout of our activity type.

We can now complete the ‘Activity Design’ subsection of the ‘Activity Type’ window. Your screen should show available attributes on the left and a blank design canvas on the right.


Available attributes

If you need to create a new attribute, left click on the menu icon and please refer to attributes article for an in-depth guidance for creating new attributes.

Once you have added your new attributes, select “Ok”. This will return you to the “Activity Type – Attributes” window. Left click on “Menu” icon on Attribute list and select “Refresh” to capture you new Attribute.


Activity design options

You can now customise your design by adding a set of instructions, image or attachment.

Left click on the “Menu” icon on the “New Section” section, we have 4 options:

  • Add TextBlock – allows you to communicate text to users of activity
  • Add Image – allows you to communicate via inserting image to users of activity
  • Add Attachment – a document can be attached for the activity
  • Rename Section – allows the Heading of ‘New Section’ to amended

To “Add New Section” select the “+” icon in the “Add New section?”

To delete a section or adjust the sequence of your sections, right click menu icon on the section in question and select your action:

  • Remove section
  • Move section up
  • Move section down

Designing your activity

To create your activity template select your attribute by hovering over the Attribute name, then drag and drop into “New Section” area in “Activity Design” section. If you want to move the Attributes order in the Activity Design section, highlight the attribute and arrange to the sequence you want.

Please note you can only use the available attribute once in your activity design.

When you have completed your activity design, select OK and this will take you back to the “Activity Type – Add” window

To delete a section or adjust the sequence of your sections, right click menu icon on the section in question and select your action:

If your activity type is Maintenance, you will need to confirm your recurring frequency in the Properties article.