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Licensing: Activities tab

The Activities tab allows users to associate activity types and their charge amounts with a license. Depending on your jurisdiction's configuration, this tab will already be populated with activity types based on the activity classes added to the license type. These activity types may be removed and additional activities can be added if needed at a later time.

Adding an activity

If there is an activity type that is not listed on the Activities tab, you may add an additional activity type. *Note: You will only be able to add activity types associated with the activity classes configured for the license type.

  1. Click Add.
  2. Begin typing or click the magnifying glass icon () to select the Activity Type.
  3. Enter the Quantity of the activity type.
  4. Repeat this process to add any additional activities.
  5. Click Save.

 

Managing activities

Updating quantities

  1. Locate the activity type in the list. You may need to use the scroll bar within the Activities tab to find a specific activity type.
  2. Fill in the Quantity of the activity type needed for the license. The Value column will automatically populate based on the Quantity and Unit Charge.
  3. Continue adding the quantity of any other activities associated with this license in the Quantity column.
  4. Click Save.
  5. Click Remove Zero Qty to remove any activity type with a Quantity of zero from the list.

 

Override an activity

There may be times where the Unit Charge or Value for an activity type differs from the default set up by your jurisdiction. If needed, you can override these values for the license you are working on. You may also use the Override feature to adjust the quantity if this change needs to be documented as a note on the license.

  1. Click Override beside the activity type you need to edit.
  2. Adjust the Quantity, Unit Charge or Value for the activity type.
  3. Select a Note Type in the drop-down menu.
  4. Explain why you are overriding the default value in the Text field.
  5. Click Save.
  6. To revert back to the default values, click the Reset icon ().
    • Select whether you would like the unit charge to be reset based on Today's Date or the Submittal Date of the license.
  7. If at any point you need to reset the unit charge on all activities, you may do so by clicking the Reset All button.
    • Select whether you would like the unit charge to be reset based on Today's Date or the Submittal Date of the license.

 

Add a note to an activity

  1. Click the sticky note icon () to add notes to the activity. These notes can include links and attachments, such as documents, pictures, or spreadsheets.
  2. Click Save at the bottom of the page.

Deleting an activity

  1. Click the trash can icon () next to the activity type. The activity type will appear with a strike-through mark.
  2. Click Save at the bottom of the page.