This article will show you how to create an Activity.

Instructions

1. Navigate to Activities > Activity List
   
2. Select the Create Activity button
   
3. Fill in the fields
   
   
   • Activity Name & Code: Add the title of the activity and an optional code
   • Activity Type, Category: Select the Type of activity and the Category of the activity
     • Note: If the desired category is not among the options, select the + beside the category drop-down list to quickly create a new category.
     • Note: You can select multiple categories. The activity will display under the selected categories on the Catalog.
   • Prerequisite Activities: Choose to require users to be enrolled in other activities before enrollment can occur for this activity
   • Image: Choose to attach an image
     • Note: The image will only show up on the public catalog if the Display Activity Images on Catalog setting is enabled under Organization Options.
   • Max Registrations Per User: Only applies within the current program period; meaning 1 user can sign up for the activity the number of times set (used primarily for leveled activities)
   • Default GL Code: The GL Code chosen here will auto-populate a GL entry for new sessions; will not impact existing sessions with no GL code
   • Document Types: Select to add Document Types to the activity
     • Note: Document Management is a paid feature. For more information, please contact Support or your Client Success Manager.
   • Full Description: Add information about the activity
   • Print Description: Optional print description field for printed/exported catalog
4. Select Save New Activity
   
5. Add sessions to the activity