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Text Libraries can be used with Activity entries. The Text Libraries that are added under
The Text Library is a journaling utility that allows firms to create work logs. These logs often turn into daily or weekly reports that are delivered to clients to summarize work activities performed on a project.
The Administration section of the Activity Log is used to define default text blocks that can be applied to the Activity Log entries created by technicians, project managers and lab staff.To use these on Activity Records, you will need to build library entries under the Text Library tab found under Activity. In addition to adding the Text Libraries, you also will need to build Forms that reference Text Library content. The easiest way to do this is to copy the Activity Log template forms into a new or existing Form.
Area / Category / Sub-Category
A hierarchy categorization structure can be set up and maintained by each firm. This hierarchy has three levels.
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| title | Manage Activity Log Structure |
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Similar to Activity Log, Text Libraries in Activity contain a three level hierarchy.
| Level | Description |
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| Area |
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| Category |
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| Sub-Category |
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