Activity Categories

Product Guide Library > Physician Strategy Suite > Activity Categories

Report on unique metrics for your organization by creating custom activity categories.

Permissions & Restrictions

Permissions

Admins: Can add, view, edit, or delete all activity categories. 

Full, Standard, Limited & Read-Only Users: Can only view activity categories in account settings.

All Users: Can assign categories on an activity.

Term Definitions

Activity Categories: Activity custom fields are created under the category field of the activity form. Users can create custom categories to log their tasks. Categories should be related to the activity.

Restrictions or Pre-Requisites

Be sure to set up your Activity categories before creating new activities.

Activity categories cannot be deleted if they are currently in use.

A category is a required field if the activity is related to an initiative — however, this field is not required if the initiative is not related.

Create an Activity Category

Click the settings gear in the top right.
Select Account Settings.
Navigate to Categories in the left menu.
Click Add New Category.

Type the name of the category you wish to add in the text box
Click Save

You can now search for this category and add it to any new activity.

Edit an Activity Category

Once an activity category has been created, you can edit the label by clicking the blue pencil icon.

Make your edits in the text box provided and click Save.

Edits will be updated across all activities that are using this category.

Delete an Activity Category

Once an activity category has been created, you can delete the label by clicking the red ‘minus’ icon.

Activity Categories cannot be deleted if they are currently in use. If you would like to delete an Activity Category that is in use, you will have to update the activities that are using it and then delete the Activity Category.