Defining development activities
- Select Development Planning > Activities And Catalog > Define Activities And Sessions.
- On the Activities panel, select Create.
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On the Define Activity form, specify this
information:
- Effective Date
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Specify the effective date.
- Active
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Select the Active check box to make the activity active. Inactive development activities do not appear in lists.
- Type
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Select the activity type (for example, Course).
- Category
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Select the activity category (for example, change in job responsibilities).
- Delivery Type
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Select the activity delivery type (for example, Internal).
- Delivery Method
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Select the activity delivery method (for example, Online).
- Focus
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Select the activity focus (for example, Professional Development).
- E Learning URL
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If the activity is online, specify the URL of the web site where the learning is provided.
- Use Sessions For This Activity
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This check box is selected by default. Clear the check box if the activity will not have any sessions.
- DIF
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(French localization only) Select this check box if resources can take this activity as DIF development hours (instead of a activity that is part of the overall organization budget plan).
- Imputable For 2483
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(French localization) Select the Imputable check box if this activity should be reported on the 2483 form.
- Topic
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Select the topic of the activity.
When you save the activity, you will be able to associate more than one topic to the activity on the Topics tab.
- Exclude from Catalog
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Select this check box if the activity will be excluded from the catalog.
- Summary
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Specify the activity summary.
- Expected Result
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Specify information on the results of the activity.
Note: If a activity will result in the acquisition of a specific competency, skill, or credential, you can specify these on the Outcomes tab of the activity, after you save this activity. - Total Hours
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Specify the total hours for the activity. For example, if the activity is 4 days, 6 hours per day, the total hours are 24.
(Learning budgets only) The system uses Total Hours to calculate estimated costs for a resource's activity. Specifically, the Total Hours field is used for standard costs that are based on resource rates or professional category rates).
- Duration
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Specify the duration of the activity.
- Session Frequency
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Select the session frequency.
- Employment ID
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A contact employment ID is required unless there is an learning manager email defined in the organization's learning administration rules.
- Click Save.
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Specify activity relations.
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To associate multiple topics with the activity, click the Topics tab. Click the Helper List icon to select the topics, and click Attach To Activity.
To detach a topic, highlight the topic and select Actions > Detach Topic.
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If there are prerequisites to the activity, click the Prerequisites tab. See Defining prerequisites for development activities.
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If the outcome of the activity is the acquisition of a competency, skill, or credential, click the Outcomes tab to define the outcomes. See Defining outcomes of development activities.
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To assign one or more preferred providers to the activity, click the Providers tab. See Assigning providers to development activities.
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To define costs associated with the activity, click the Standard Costs tab. See Assigning standard costs to development activities.
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To attach a document to the activity, click the Attachments tab. See Attaching documents to development activities.
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