Introduction
This article is meant to assist you with the details in Adding and Maintaining Home Activity Types. Home Activity Types control your list of available Activities within a particular Home. Activity Types are events that occur at a certain point in time and need to be documented. These are typically social work contacts such as a home visits or collateral contacts such as phone calls, letters, or email. Activity Types usually have an associated case note or narrative and may also have associated file attachments.
Prerequisites
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Go to “Organization Settings” and click on “Home Activity Types”.
Demo
Instructions
Image: “Home Activity Types Access Screen”
Adding and Maintaining Homes Activity Types
Once in “Activity Types”, select an existing activity from the list or create a new one by clicking “Add Home Activity Type”.
Click on “Edit” if editing an existing Activity Type.
Image: “Home Activity Type Screen”
Within the General screen, complete the fields. Required fields are highlighted, while optional fields are not.
Image: “Activity Type: General Screen”
Activity Type Information
| Activity Type Information | Description |
|---|---|
| Activity Name | Name of the activity |
| Organization (if applicable) | Name of the organization using the activity |
| Create Trigger(s) | You can determine if you would like an activity to be triggered based on the occurrence of another event. See Due Dates in Related Articles for more detail |
| Available To | Within homes, you are able to specify who is allowed to see this activity type |
| Menu Order | The number you assign will determine the order in which this activity appears in the activity menu found within a specific program. (The top 12 activities appear if you hover over “Add Activity”, however you can click on “More” to view all activities in alphabetic order.) |
| Inactive | Only inactivate if you no longer wish to use this activity type |
Configuration
Image: “Activity Types: Home Configuration Options”
| Options | Description |
|---|---|
| Activity Category | Select the category from the drop-down menu. Options include: General Activity, Training (see Home Training Configuration, for more details), Household Member, or Non-Household Member |
| Required For | “Required For” will appear if you selected “Household Member” in the Activity Category above. Select from the drop-down menu, for whom this activity is required |
| Relationship Type | “Relationship Type” will appear if you selected “Non-Household Member” in the Activity Category above. Select from the drop-down menu, which type of non-household relationship this is |
| Default # Hours | Indicated the default number of hours that will allow completion of the activity (will only show if Training is selected for the Activity Category) |
| Options | Description |
|---|---|
| Due | Click on the following link for more details on Due Dates |
| Expires after | Click on the following link for more details on Expiration Dates |
| Track Start Time | Tracks start time of the activity |
| Track End Time + Duration | Tracks end time as well as duration of the activity |
| Requires approval | Requires supervisor approval before being marked as complete |
| Include in case note summary | Includes the activity in the case note summary |
| Show Save [Add Another] button (will automatically complete activity) | Allows to complete the activity and create another one immediately after |
| Warn if two in the same day | Warns the user if they are entering in two of the same activity on the same day |
| Group Activity (Allow Copy to Other Homes) | Enables a grouping feature that copies a single activity to multiple households |
| Share Completed Activity Files on the Family Website | Publishes the completed activity to the Foster Family Website |
| Show in Compliance Checklist | Activity displays on the compliance tab for the household |
| Hide if Single Household | Hides the activity if it is a single household |
| Show guidelines/help text | Displays helpful text/directions on how to complete an activity |
Template
Image: “Activity Types: Template Screen”
| Template Type Information | Description |
|---|---|
| Text – Use Field Codes | Enter in text into the narrative box using field codes. Once completed, the narrative box will display the field code information |
| Text and User Attached File | Allows users to add a text narrative as well as attach a file |
| File – Use Field Codes | Upload documents that use extendedReach field codes to populate the fields |
| File – No Field Codes | Upload documents without field codes |
| File – User Will Attach | User will attach a file (PDF or Word) |
| Photo – User Will Attach | User can attach a photo(s) |
| This narrative format is mandatory | Check the box if this format is required when workers make notes in this Activity Type |
| Narrative | Add the narrative with Custom Field Codes, from the “Custom” Tab, if you wish. This narrative will appear when you access this Activity Type in the eR system |
Image: “Activity Types: General: Template Screen”
Once you save your work, the activity type will be complete and usable. Your new activity is now accessible from your workspace within a home, and usable in your agency’s workflow.
Image: “Usable Activity”
Image: “Workflow Activity”
