Configure Activity Types

Configure Activity Types

Set up activity types to categorize student activities and achievements.

Time required: 5-10 minutes

Prerequisites

• Activity Manager role
• Understanding of tracking needs

Concepts

Activity Type Purpose

Types categorize activities for:

• Consistent classification
• Better reporting
• Pattern identification
• Migration tracking

Default Activity Types

System includes pre-configured types:

Type	Description
Presentation	Student presentations
Late Application	Late submission tracking
Migration	Course transfer tracking

Create an Activity Type

Step 1: Navigate to Activity Types

1. Go to Students → Configuration → Activity Types
2. Click Create

Step 2: Enter Type Details

Field	Required	Description	Example
Name	Yes	Type name	”Academic Achievement”
Active	No	Availability toggle	True

Step 3: Save

Click Save. Type is available for activities.

Suggested Activity Types

Type	Use Case
Academic Achievement	Awards, honors, recognition
Disciplinary Note	Behavior tracking
Counseling Session	Support interactions
Extracurricular	Clubs, sports, events
Community Service	Volunteer activities
Leadership	Student government, mentoring
Professional Development	Career preparation

Type Management

View All Types

1. Go to Configuration → Activity Types
2. View list of types

Edit Type

1. Click on type record
2. Modify name
3. Save changes

Archive Type

To deactivate:

1. Open type
2. Set Active to False
3. Save

Uniqueness Constraint

Type names must be unique:

_unique_name: UNIQUE(name)

Error if duplicate name used.

Using Types in Activities

Record Activity with Type

When creating activity:

1. Select Activity Type from dropdown
2. Type classifies the activity
3. Enables filtering and reporting

Filter by Type

1. Go to Activity list
2. Use Type filter
3. View activities of specific type

Activity Type Reports

Pivot Analysis

1. Go to Activities → Analysis
2. Group by Activity Type
3. View activity counts

Graph View

1. View Activity graph
2. Analyze distribution by type

Migration Type Usage

The “Migration” type is special:

• Used by Student Migration wizard
• Tracks course transfers
• Enables migration reports

Migration Report

1. Go to Reports → Migration Report
2. View all migration activities
3. Analyze transfer patterns

Field Reference

Activity Type (op.activity.type)

Technical Field	UI Label	Type	Notes
name	Name	Char	Required, unique, max 128
active	Active	Boolean	Default: True
company_id	Company	Many2one	Enterprise only

Security

Access by Role

Role	Permissions
Activity User	Read only
Activity Manager	Full CRUD

Group Assignment

• Faculty members → Activity User
• Head Admin → Activity Manager

Best Practices

Naming Conventions

Good	Avoid
”Academic Achievement"	"Achievement” (too vague)
“Late Application"	"Late” (ambiguous)
“Counseling Session"	"Counseling” (not specific)

Type Organization

1. Be Specific: Clear, distinct types
2. Be Comprehensive: Cover all tracking needs
3. Be Consistent: Use standard naming
4. Review Periodically: Add/remove as needed

Avoid Duplicates

1. Check existing types before creating
2. Use search to find similar
3. Consolidate if overlapping

Troubleshooting

Type not appearing in dropdown

Check:

• Type is active
• You have access permissions
• Company matches activity company

”Duplicate name” error

Name already exists:

1. Search for existing type
2. Use different name
3. Or edit existing type

Cannot delete type

Type has associated activities:

1. Archive instead of delete
2. Or reassign activities first

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Related: Record Activity | View Activities