Add Activity

This article explains how to add a new activity to the planner, mapping an activity as well as including and excluding activities.

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Users on Asite having required project level privilege 'Can Manage Quality Test Plan' can add activities within the quality inspection test plans accessible to them. Click on any of the links below to continue.


Below are steps for the same:

1. Open the plan in which activity is to be added.

2. Click on 'Add Activity' to continue.

Here, in the 'Add Activities' screen, you need to select type of action you want to be performed to complete the activity:

If 'File' action is selected here, you will be able to map a file folder with the activity and select a file status for activity close out as part of activity configuration. To understand how a user can perform this activity, see how to map a project folder with an activity.

If 'Form' action is selected here, you will be able to map any one of the form types active on the project for form creation. To understand how a user can perform this activity, see how to map a form type with an activity.


Mapping a Project Folder with an Activity

3. If selecting 'File' action, you will be asked to select required file folder from the project for mapping to the activity under creation. Only active folders that are accessible to you will be available. All the files uploaded to this activity will be saved to the project folder selected at this stage. Use the search option at the top to search for required project folder / sub-folder if required.

Then click 'Next' to continue.

4. Now select the close-out status for files in the next step. It will show list of file statuses available in selected project and accessible to you. You can select multiple statuses for close-out as required using the available checkboxes. When any file added to activity from project matches the status selected, that particular activity (having the file with matching status) will be considered as closed.

The statuses selected using checkboxes will appear at the top. You will have option to clear status selection one by one using icon, or clear all status selection at the same time using the 'Clear' link at top (available once the statuses are selected).

Once done, click 'Save' to continue.

If clicking on back arrow at the top left, it will take you to previous screen with your folder selection as is.

5. Once saved, the configured file action will start appearing as an activity on the 'Add Activity' screen. Selected folder name will be displayed as default activity name. However, you can click on the same and rename the activity as required.


Mapping a Form Type with an Activity

6. If selecting 'Form' action (as per step 8), you will be asked to select required form type i.e. form type from the project. Only active form types that are accessible to you will be available. Use the search option to search for required form type if needed.

Once selected, click 'Save' to continue.

7. Once saved, the configured form action will start appearing as an activity on the 'Add Activity' screen.

Name of selected form type will be displayed by default as activity name. However, you can click on the same and rename the activity as required.


Add a Hold Point

8. If selecting 'Hold Point' action (as per step 8), a hold point will be added in the activity list. Click 'Save' to continue as there is no specific configuration required for this particular action.

Adding a 'Hold Point' action will restrict user from performing the next set of activities in the sequence unless the set of activities defined in the sequence are completed before the selected hold point.

9. You will be able to change sequence of the activities by dragging any particular activity using the icon corresponding to the activity.

10. Click on icon with three dots at the right side opposite the activity name to edit any particular activity, or remove selected activity if required.

11. Clicking on 'Save', all the added activities will start appearing in the Planner screen. To add more activities, you can always come back to 'Add Activities' screen from the Planner screen or click on any existing activity and use 'Add Activity' layer.


Include or Exclude Activities

12. Similarly, to exclude any activity from any particular location, mouse over on the activity name and select icon with three dots and select 'Activity not required'. To include it back, mouse over again and select 'Activity required'.



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