Creating & Deactivating a Group Activity Name/Master List

Start Here

Click on the Register New Activity link in the My Tasks menu located in the sidebar.

Instructions and Definitions

Each agency creates a master list of Group Activities that they deliver. These are added by staff with "Coordinator" level permission. 

Staff will then select Group Activity names from the list to create a specific Group Activity Session with a date, time, audience, etc. for specific events.

Creating a Group Activity Name for the Master List

Step 1) 

Step 2) 

Add the title of the Group Activity. This will be the title that is visible when workers search for a Group Activity title to use in the Group Session Form. Text can be added to the titles to help narrow down the list of workshop types available.

Step 3)

There are (4) option buttons that appear when you click Register.  To continue registering Group Activities, click Register Another Group Activity.  

Once the names have all been created, staff will be able to see them as a Master List when they search for a Group Activity.  

Deactivating a Group Activity from the Master List

You can deactivate a Group Activity from the Master list so that future group sessions do not use the group name. 

1. Click on 'Find Client/Activity' from the left side menu
2. Select 'Group Activity' in the field 'Client Type'
3. Leave all fields blank and click 'Search' to see the list of Group Activity names
4. Select 'Profile' beside the Group Activity name you want to deactivate
5. Click the box beside 'Active' to uncheck it.
6. Click Save. 

Next Steps

After those details are saved this template will be available to all Agency staff to use within their Group Session Service Forms. 

Video Instructions