Purpose Statement
This article explains how to create, edit, and delete Activity Types within the Personnel module in First Due. Activity Types help departments standardize how personnel activities are categorized and documented across Events and Activities, Training, and Incident Documentation.
Background Information
Activity Types are configurable categories used to identify and organize personnel-related activities throughout First Due.
Administrators can create Activity Types with a name, short code, color, and additional notes to support consistent activity tracking and documentation.
Activity Types can be used within the following areas:
Events and Activities: Categorize personnel events and activities.
Training: Identify and organize training-related activities.
Incident Documentation: Support consistent categorization of documented activities.
Once created, Activity Types can be edited or deleted from the Personnel module's setup area.
Required Permissions
Users must have the appropriate permissions to access Personnel Setup and manage Activity Types.
Note: The specific First Due permission names required to create, edit, or delete Activity Types have not been verified. Administrators should review the applicable Personnel permissions within their department's role configuration.
Video
Step-by-Step Guide
Step 1: Navigate to Personnel Setup
1. Open the Module Stack in First Due.
2. Select Personnel.
3. Click Setup.
4. Select Activity Types.
Step 2: Review Existing Activity Types
1. Within Activity Types, review the existing activity types configured for your department.
2. From this page, you can:
Create new Activity Types.
Edit existing Activity Types.
Delete Activity Types that are no longer needed.
Step 3: Create a New Activity Type
1. Click Add.
2. Complete the following fields:
Name: Enter the name of the Activity Type.
Short Code: Enter a short code to identify the Activity Type.
Color: Select a color for the Activity Type.
Notes: Enter any additional information or notations, as applicable.
3. Click Save to create the Activity Type.
Step 4: Edit an Existing Activity Type
1. Navigate to Personnel > Setup > Activity Types.
2. Locate the Activity Type you want to modify.
3. Select the option to Edit the Activity Type.
4. Update the applicable information.
5. Save your changes.
Step 5: Delete an Existing Activity Type
1. Navigate to Personnel > Setup > Activity Types.
2. Locate the Activity Type you want to remove.
3. Select the option to Delete the Activity Type.
4. Follow any on-screen prompts to complete the deletion.
Important: Before deleting an Activity Type, verify that it is no longer needed for department workflows. The effect of deletion on previously documented activities has not been confirmed.
Best Practices
Use clear naming conventions: Choose descriptive names that make Activity Types easy to identify.
Standardize short codes: Establish a consistent short-code format across your department.
Use colors consistently: Assign colors that help users visually distinguish between different activity categories.
Avoid duplicate Activity Types: Review existing configurations before creating new entries.
Include helpful notes: Use the Notes field to clarify the intended purpose of an Activity Type.
Review configurations periodically: Update Activity Types as department workflows and reporting needs change.
Consider downstream usage: Remember that Activity Types may be used across Events and Activities, Training, and Incident Documentation.
Troubleshooting & FAQs
Q: Where can I manage Activity Types?
Navigate to Personnel > Setup > Activity Types.
Q: Can I edit an Activity Type after creating it?
Yes. Existing Activity Types can be edited from the Activity Types setup page.
Q: Can I delete an Activity Type?
Yes. Activity Types can be deleted from the setup page. Review whether the Activity Type is still needed before deleting it.
Q: Where are Activity Types used in First Due?
Activity Types are used within Events and Activities, Training, and Incident Documentation.
Q: What information can I configure when creating an Activity Type?
You can configure the Activity Type's name, short code, color, and notes.
Q: Why can't I access Activity Types in Personnel Setup?
Your assigned role may not have the necessary permissions. Contact your department's First Due administrator to review your access.
Q: Will deleting an Activity Type affect previously documented activities?
The provided walkthrough does not specify how deletion affects existing records. Confirm the expected behavior before removing an Activity Type that has been used in department documentation.