Support Centre

Creating and designing activities

Create, design and manage the attributes that you wish to be populated for your activities.

Introduction

Before creating the activity type, you need to have a good understanding of your:

For simplicity purposes and ease in understanding the creation and designing of an activity type the process is broken up into the following steps:

Identify and confirm the activity type you need to create.

Define what attributes is being captured; Design the layout of your activity; If applicable confirm the frequency of recurring activity.

Link the activity to an object in your linked SIM database.

Identifying if the activity type created will be assigned to an Execution Team and Sign-Off Team.

Automatic generation of activities from Activity Template.