Add an Activity Template (Admin)

An Activity Template is an engine that distributes a form, policy, training, or assessment to specified Groups at specified times, and files that content to a designated File In Folder. It also permits Groups to start that content manually from the Forms Menu. 

Every form, policy, training, or assessment must have a counterpart Activity Template in order for it to either be started manually or distributed automatically.

To create a new Activity Template:

1. Click on the Admin tab.
2. Click on the Workspaces subtab.
3. Click on Activity Templates.
4. Click on Add Activity Template.
5. Fill out all required fields:
   
   • Title
   • Workspace and Initiative
   • Type of content
   • Workflow
   • File In Folder
   • Check the Compliance box if the completion of this content by its due date is to count for or against a user's Compliance Score. Please review the article Schedule an Activity Template for specifying due dates.
6. Click on Save.

Related Articles

• Edit an Activity Template
• Find and View and Activity Template
• Navigating Workspaces Administration