Activity Types are used in the Activity Requirements section when you create an Activity Register Record.
Common examples of Activity Types include Risk Reviews, Control Reviews and Due Diligence, however you can tailor your statuses to fit with your organisation's processes and procedures.
To access your Activity Types, navigate to Account Settings from the system Home Page.
Note: Only users with Master User permissions can access the Account Settings.
Click Module Setup followed by Risk Management and then Activity Register.
Click +Add to create a new Activity Type.
Name the new Activity Type and click Save.
The Activity Type will then be added to the list and become available for use in the module.
If you then need to Edit, Disable or Delete the Activity Type, you can use buttons beside the status to do so.
Note: Disabling an Activity Type will ensure it is still visible in the account settings, on past records and in reports, however will be unavailable for selection when new records are created. Deleting an Activity Type will remove it from the account entirely.
You can also reorder your Activity Types by using the arrow on the left hand side should you require.
Should you need any further support please contact the team at firstname.lastname@example.org or call 01206 321 391.