Configuring Activity Results

Prerequisites: Activities

Activity Results are preconfigured descriptions of Activity results. They appear on the Activities screen in the Results field after the Activity is completed. When the OPERA Control parameter Activity > Activity Results is On, and the Complete check box is selected, a Result LOV appears on the Activities screen. You can select the appropriate result value from the LOV and complete the Activity.

Adding an Activity Result

1. From the Administration menu, select Client Relations, select Activity Management, and select Activity Results.

2. Click New and complete the following fields:

   1. Code. Enter a code.

   2. Description. Enter a description, for example, Success.

   3. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing an Activity Result

1. Enter search criteria and click Search.

2. In the search results, select the Code and click the vertical ellipsis.

3. Click Edit.

4. Select the Inactive check box to make the Activity Result inactive. Inactive Activity Results do not appear in search results unless you click the Actions ellipsis and select Show Inactive.

5. Update the configuration.

6. Click Save.

Deleting an Activity Result

1. Enter search criteria and click Search.

2. In the search results, select the Code and click the vertical ellipsis.

3. Click Delete and confirm the deletion.

• Prerequisites: Activities