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How to create a new activity classification type

Add and configure new activity classifications in Recordbase so your teams can accurately record and report on the services they deliver, including PRIMHD-reportable activities

Note: Adding activity classifications requires team management permissions. If you don’t have these permissions, contact your Recordbase administrator or superuser.

To create a new activity classification:

  1. In the left sidebar, navigate to Administration.

  2. Click Settings.

  3. Under the Master data menu, click Activity classifications.

  4. Click New.

  5. In the Code field, enter the code for the activity.

    If this activity classification is for a service that reports to PRIMHD, enter the activity T-code in this field.

  6. In the Name field, enter the name of the classification (this is what you will see when selecting the classification on the client file).

  7. In the Description field, enter a description (optional).

  8. Select the teams that this classification should be available for.

  9. Click Save changes.

Note: If these teams use activity templates, you will need to update the relevant templates to include the new activity type. Activities that use the general template will automatically have the new activity classification available for selection.