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    Configuring Activities

    How to configure activities for researchers such as mentoring, conferences, etc.

    Overview

    This page describes how to configure activities for researchers. See Working with Activities for information on working with researcher activities.

    Configuring Attributes for Activities

    To configure the attributes, go to Configuration > Research Administration > Activity Attributes. To add an attribute select Add Attributes.
    configure attributes for activities.png
    Configure Attributes
    From the row menu options you can edit and/or delete attributes.

    Configuring Local Fields for Activities

    You can configure the local fields from Configuration > Research Administration > Activity Local Fields.

    configure local fields for activities.png

    Configure Local Fields
    You can update the existing fields by editing the Description field, and add new fields by selecting Add Row
    When working with the local fields in the Manage Activities window, they are referred to as Additional Fields. See Working with Activities for more information.

    Configuring Files and Links for Activities

    You can configure the Content Type of files for activities from Configuration > Research Administration > Activity File and Link Types.
    activity file and link types.png
    Configure Files for Activities
    From the row actions menu selected Edit to update the Content Type.
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    Edit Content Type for Files
    For Applicability select File, Link or Both to configure whether this content type will appear for files only, links only, or both.
    Update Activity Categories to set which activity categories this content type will appear for. For example if this is set to Clinical Work then this activity category will appear only for activities with the category of Clinical Work. By default, this is set to All.

    Configuring Categories and Types for Activities

    You can add and update categories, and map types to categories.

    To add activity types:
    1. Navigate to Configuration > Research Administration > Activity Types.
    2. Select Add Row.
    3. Add a code and description. The value in Description is what displays in the Type drop down list when adding or editing an activity.

    The code must start with activity. for example activity.conference.

    1.   Select whether the type will be default or not. Out of the Box, the Default option will be set to Yes.

    In the Activity Types Code Table you can enable/disable types or delete them from the row actions menu. You can also change their order, update the description and set an activity type to be the default value.

    activity types.png
    Activity Types Code Table
    To map activity types to categories:
    1. Navigate to Configuration > Research Administration > Activity Types Mapping.
    2. In the Activity Category column, select a category from the drop down list to map it to the activity type.
    activity category types.png
    Activity Category Types Mapping

    To map a type to multiple categories, select Add Row and map a type to a new category. You can enable/disable types or delete them from the row actions menu.

    Configuring Course Types for Activities

    You can configure the values that appear in the Course Type drop down list that displays when adding or editing Course Information.
    The Course Information section only displays when the activity category is Teaching.
    To add a new course type:
    1. Navigate to Configuration > Research Administration > Course Types.
    2. Select Add Row.
    3. Add a code and description. The value in Description is what displays in the Course Type drop down list when adding or editing Course Information.

    The code must start with course. for example course.seminar.

    1.   Select whether the type will be default or not. Out of the Box, the Default option will be set to Yes.

    In the Course Types Code Table you can enable/disable types or delete them from the row actions menu. You can also change their order, update the description and set a course type to be the default value.

    course types.png

    Course Types

    Configuring Researcher Roles for Activities

    You can configure the values that appear in the Role drop down list that displays when adding or editing a researcher for an activity. Roles will only display for the categories they are mapped to.
    To add a new Role:
    1. Navigate to Configuration > Research Administration > Researcher Roles.
    2. Select Add Row.
    3. Add a code and description. The value in Description is what displays in the Roles drop down list when adding or editing a researcher for an activity.

    The code must start with activity. for example activity.consultant.

    1.   Select the categories for which this role will display.

    In the Activity Roles per Category table you can enable/disable types and change their order. You can also edit and delete them from the row actions menu.

    roles for activities.png

    Activity Roles per Category

    Configuring Teaching Terms for Activities

    You can configure the values that appear in the Semester/Quarter drop down list that displays when adding or editing Course Information.

    The Course Information section only displays when the activity category is Teaching.

    To add a new teaching term:
    1. Navigate to Configuration > Research Administration > Teaching Terms.
    2. Select Add Row.
    3. Add a code and description. The value in Description is what displays in the Semester/Quarter drop down list when adding or editing Course Information.

    The code must start with term. for example term.spring.

    1.   Select whether the type will be default or not. Out of the Box, the Default option will be set to Yes.

    In the Teaching Terms Code Table you can enable/disable teaching terms and delete them (from the row actions menu). You can also change their order, update the description and set an teaching term to be the default value.

    teaching terms.png

    Teaching Terms

    Configuring Thesis Levels for Activities

    You can update the descriptions that appear in the Thesis Level drop down list that displays when adding or editing Thesis Information.

    The Thesis Information section only displays when the activity category is Supervision, Advising and Mentoring.

    To update a thesis level description:
    1. Navigate to Configuration > Research Administration > Thesis Levels.
    2. Update the relevant description.
    In the Thesis Levels Code Table you can also change the order of the thesis levels and set one of them to be the default value.
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    Thesis Levels Code Table
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