Activity Template Setup
Create and manage templates for use in the Activity Log.
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
Activity Templates pre-populate fields and workflows for manually or automatically created activities, allowing for standardization, time-saving, and quality control.
To create and manage Activity Templates, click the nine dots at the top left of the screen to open the global menu and select Gateway. Under Administration, select Activity Template Setup.
If existing Activity Templates exist, you can click the pencil edit icon to update them. To create a new Activity Template, click Add New.
Details
In most cases, you will only need to complete the Details tab. This tab contains fields that determine when and where the template can be used, as well as the properties that will pre-populate when the template is used.
Template Usage
| Field | Description |
|---|---|
| Template Name | This will appear in dropdowns to select this template where applicable. |
| Template Type |
The Template Type selected determines which values are available to select in the “Add Field To” sections below.
This list is managed on the backend by Titan Cloud DevOps and is not customizable at this time. |
| Parent Template |
If applicable, create an association with a Parent Template. This will designate the current template as a Child.
When the Parent Template is used to create an Activity, an associated Child Activity will be created with the current template. |
| Active (check box) | Click to enable the template where applicable. |
| Facility Groups |
Determines which Facility Group(s) may use this template.
Leave “All” selected, select one option, or hold down the |
| Facility Statuses |
Determines which Facility Status(es) may use this template.
Leave “All” selected, select one option, or hold down the |
| Countries |
Determines which country or countries may use this template.
Leave “All” selected, select one option, or hold down the |
| States |
Determines which State(s) or Province(s) may use this template.
Leave “All” selected, select one option, or hold down the |
| Facility | Select and use the arrows to move specific facilities into the “Always Included Facilities” list to ensure the template is available for the site even if it is not included in the selected groups, statuses, countries, or states. |
| Suppress Email for New Activity | If this checkbox is selected, NO email will be sent when a new activity is created using this template. |
| Available for On-Demand Creation on the Activity Log | If this checkbox is selected, this template will be available in the dropdown list when manually creating a new activity from the Activity Log. |
Template Properties
The following options are available to configure for the template to pre-populate when used:
- Activity Type
- Activity Category
- Activity Status
- Priority
- Due Date Days From Today
- Assigned To
- Forward To
- Include Attachments in Email Update
- Track Resolution
- Cause Type
- Issue Type
- Resolution Type
- Old Equipment Manufacturer
- Old Equipment Model
- New Equipment Manufacturer
- New Equipment Model
- New Equipment Cost
- Email Template
- Add Field to the Activity Description
- Task (State What Needs To Be Done)
- Add Field to the Actions Taken
- Actions Taken to Complete Task
- Add Field to the Comments
- Comments
- Assign Watchers
Tip: An Activity Template has to be created before you can add files. Click Add New, then click the pencil edit icon from the list of Activity Templates to see the option to attach files.
Verisae Work Orders
If you are configuring a template for a Verisae Work Order API integration, use the Verisae Work Orders tab to designate the Description, Location, Category, SubCategory, Problem Type, Priority, and Description as they appear in Verisae.
Note: Department, Category, SubCategory, and Problem Type must be associated with every possible location or there might be unexpected issues creating work orders in Verisae.
Scheduler
The Scheduler tab is only applicable when the Template Type is set to “Scheduled” on the Details tab.
This tab can be used to set up an automated cadence to create a recurring activity using the template.
Historically scheduled activities associated with the template will be listed in a grid below if applicable.
