Senior Living Communities

Contents

Creating Collections Activity Categories

Activity Categories allows you to group your collections activities based on your organization's work flow. After creating an Activity Category, you can assign collection activity types to help filter the activities in the Collections Portal.

Activity Categories also restrict collections users from creating and viewing activities outside of their job responsibilities. Activity Categories are assigned in Collection Groups Setup.

Activity Categories is an optional collection setup item. If you select not to use Collection Activity Categories, all Activity Types appear when documenting on a collection account.

Note

For the easiest workflow, setup Activity Types first.

Create Collection Activity Category

  1. Do one of the following: 

    • Single community: Billing > Setup > Activity Categories.

    • Multi-community: Management Console > Standards > Financial Management >  Activity Categories.

  2. Click New Activity Category.

  3. Enter Name.

  4. Enter Description.

Assign Activity Types to Activity Category

  1. Click Actions.

  2. Click Mapping.

  3. Select Activity Types and click > to assign to the Activity Category.

  • Only Corporate scoped activity types are available to map to the activity categories.

  • To simultaneously add or remove more than 1 Activity, Ctrl+click the Activities you want to move.