Overview
- Understanding Activity Templates vs. Incident Templates
- Creating a Customized Activity or Incident Template
- Using a Pre-defined List
- Viewing Completed Reports and Reports in Progress
- Managing Your Activity and Incident Templates
- Scheduling Activity Templates
- Activating and Deactivating an Existing Activity Template
- Managing Activity Template Notifications
- Configuring Template Authorizations
- Activity Reports Revision History
- Allowing Pending Reports for an Activity Template
- Attaching a Post Order to a Template
- Building an Activity Template with Form Elements