Add an Activity Template

To add an Activity Template

1. Click on the Workspaces tab. 
2. Click on the Workspace and then the Initiative related to your new Activity Template.
3. Click onAdd at the top, right corner of the screen
4. In the Add Activity Template pop-up window, enter:

• Title: This is the title of the activity that users will see in their inbox.
• Type: This is the type of content the Activity Template will distribute.
• Workflow: Choose the correct Workflow based on content type from the table below:

  Activity Template Type	Workflow to Use
  CompliView	Computer Based Training
  Computer Based Training	Computer Based Training
  Assessment	Training Assessment
  Guideline	Policy Sign-Off
  Notification	Policy Sign-Off
  Policy	Policy Sign-Off
  Poster	Policy Sign-Off
  Reference	Policy Sign-Off
  Form	Varies.  Choose the Workflow for your form.
  Document	Policy Sign-Off
  Interactive Policy	Interactive Policy
  ThinkHR	Computer Based Training
  Protread	Computer Based Training
  FMCSA	FMCSA
  Time Off Request	Time Off

• File-in: Select the personnel file subfolder where the activity will file once completed.
• Compliance: Check the box to have the completion of this activity count towards a user's compliance score.
• Tags: Enter additional keywords that can be later used to search for the Activity Template. (Optional)

5. Click on Save to create the Activity Template. The page will refresh and allow you to edit the settings of the Activity Template.