Setting Up Activity Groups

When configuring activity tracking for your agency and after defining reusable activities, you define the grouping of activities that apply to a planning application type.

First, define the activity group that will be mapped to one or more planning application types. You can reuse activity groups for different application types. Then assign the activities that have already been set up to activity groups and set up the rules for calculating due dates. The groups identify the list of tasks involved in processing a planning application.

You can modify or delete an activity group, but you can’t delete the activity group when it’s associated with a planning application type.

Here’s how to define the activity group:

1. Select Common Setup > Activity Group.

2. On the Activity Group page, click Add to add a new group.

3. On the Activity Group Details page, enter a values for the group.

   Page Element	Description
   Activity Group ID	Enter a unique identifier for the activity group.
   Activity Group	Enter a name for the activity group.
   Description	Enter a description of the activity group.
   Classification	Displays Planning and Zoning to indicate the offering this activity group will be used for.

4. Add activities to the group in the Activity section.

   You can click the Activity link to see the list of activities available for use in the group.

5. Turn on the Enabled switch when the activity group is ready for use.

6. Click Save.

The next step is to define the rules for each activity that are used to calculate due dates and manage the activity.