Edit Activities

When an activity is added to a policy, it is first listed on the Activity screen in pending status. The details of the activity can be edited by clicking the activity row (row expander button of the grid row) in the Activity screen. The Activity Details will open. After the changes are made and the OK button is clicked, the activity will still be listed on the Activity screen in pending status. Click the process button to process the activity and move it to active status. After an activity is active, it can only be edited with the Recycle icon.

Steps to Recycle or Redo an Activity

  1. Select the Recycle button next to the activity that needs to be recycled.

  2. Re-enter any necessary activity information and click OK. Two activities are created in Pending status: a reversal activity and a new activity. Here is the order of activities in the recycle process:

    • Top activity: The new activity that will replace the original is the top activity and it is in Pending status (shown in green text if Activity Shading is enabled).
    • Middle activity: The original activity is in the middle in Active status.
    • Bottom activity: The activity that will reverse the original is the third activity and it is in Pending Reversal status. The reversal activity will have a Reversal icon (green arrow) next to it (and green text if Activity Shading is enabled).

  1. Select the process icon next to the top recycle activity. Once it processes, the old activity (the one in the middle) and the reversal activity (the bottom activity) will disappear from the Activity screen. The original activity and the reversal activity can be seen if the shadowed and reversals filters are checked on the Activity screen.

  2. Select the process icon next to the activity that will replace the original. It will move from pending to active status.

    Important: If an activity is recycled that spawned other activities then those activities will be recycled as well. The only exception to this is a nonreversible-nonreversing activity. It can only be recycled or deleted using a Delete check box on the Activity screen. Access to this checkbox is only granted to users with security privileges.