Development Plan Activity Types

Use the Activity Types page to manage the development plan activity types that enable users to categorize their development plan activities. Administrators can create, view, edit, and manage development plan activity types.

To access the Activity Types page, go to Admin > Tools > Performance Management, and in the Development Plan section, select the Activity Types link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Development Plan Activity Types - Manage Grants ability to create and edit activity types used in the development plans and templates. This is an administrator permission. Performance - Administration

Add Activity Type

To add an activity type:

  1. Click Add Activity Type.
  2. On the Add Activity Type flyout, enter the appropriate name. The character limit for this field is 256. If multiple languages are enabled for your portal, you can provide localized content for all available languages. This is a required field.
  3. Click Save. The new type appears on the Activity Types main page.

After you create an activity type, you must add it in the Activity Types section of Development Plan Preferences to make it available within a development plan. See Development Plan Activity Types.

Activity Types Table

All existing activity types are displayed in this table. The following information is displayed:

  • Title - The name of the activity type.
  • Active - To make an activity type active or inactive, select or deselect the Active option next to the type. This action is automatically saved. When a type is inactive, it is not available for selection on the Development Plan Preferences page or on a user's development plan.
  • Options - For each existing activity type, select the appropriate icon:
    • Localize/Edit - Either the Localize or Edit option is available for each item.
      • Localize - If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages. This option also enables you to edit the category name for the default language.
      • Edit - If multi-language is not enabled, select this icon to edit the activity type name. This opens a flyout where you can modify the name.
    • Delete - Select this icon to delete the activity type. A confirmation pop-up opens. This option is only available if the activity type is not active.