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Forms are categorized by Groups. Forms can only be associated with one Group. You will need to have at least one Active Group in order to use Activity. To add a Group, choose the Add Group button above the Groups grid. Enter the Group name and select save.
Working with Templates
By default, you will see a Template group that contains two Forms: Special Inspection and Activity Log. These forms reproduce similar functionality found in Inspections & Observations and Activity Log modules. These templates cannot be altered, but can be copied into a new Form for you to customize. You can always create your own Forms under the Templates group that you can later use as a Template for your organization.
Adding a New Form
To add a Form, first you must select the appropriate Group to which the From will be assigned. Choose the Group and select the Add Form button. Enter the Form name and choose save.
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When Activity Number defaults on a Form, it is automatically configured to assign a new Activity Number that is unique per form and project. You can change this default setting so numbers are assigned Unique per Form or Unique per Project. You also may remove this setting, which will allow the user the option of adding the Activity Number manually. |
Creating a New Form from an Existing Form
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