Guidelines for creating activities

To create a new activity, follow the guidelines below:

1. Always search to see if the activity exists in the system.

2. If it exists, then you can either modify or delete it.

3. If it does not exist, then click Add New to create a new activity.

After creating an activity, you must attach fees, custom questions and checklist items to the activity.

You can also create sub-activities.

Related topics

Creating a new activity

Attaching fees to an activity

Attaching a list of custom questions

Attaching a list of checklist items (waivers)

Creating sub-activities

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