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Client Activities is a reference table that defines the types of service activities available within the Clients module. These activities serve as templates that can be selected when creating Service Agreement Activities and RFA Activities, ensuring standardization across client service delivery.
Key Features
- Centralized management of activity types
- Reusable activity templates for Service Agreements and RFAs
- Standardized activity naming and descriptions
- Support for organization-wide consistency in service delivery
Table Structure
Fields
Field Type Description Name Text Unique identifier for the activity type Description Text Detailed description of the activity
Usage
Client Activities are referenced in:
- Service Agreements: When adding activities to a Service Agreement, users can select from this predefined list
- RFAs: When creating RFA Activities, the system pulls from these defined activity types
Actions
- Add: Create a new activity type
- Edit: Modify existing activity details
- Delete: Remove an activity type (if not in use)
Example Activities
Common activity types might include:
- GSI2 "Documents" Yearly subscription
- Visa and work permit processing
- Relocation assistance
- Tax consultation
- Immigration support