Group Setup (Activity)

The activity grouping feature allows you to associate related activities together so that all actions within a specific event (renewal, claim, audit, etc) can be retrieved and viewed easily. The grouping feature is optional and can be done when entering a new activity or when viewing existing activities. Grouping new activities is not available for activities that are silently logged by the system. You can group these activities when using the View Activity form.

Use Group Setup to create new Group Names for referencing your activities. This is a secured feature , therefore, only users who have authorization are allowed to setup new groups. See your System Administrator for authorization.

Before implementing Activity Grouping in your agency, consider the following:

  • Groups are setup in the context of the Center and Center Name you are in. For example, Bank - Pacific Federal Bank; Company - Progressive; Customer -  ABC Distributors.
  • Group Types are used to filter or refine the list of Groups by Center, Center name.
  • Groups can be inactivated. Once marked inactive, it will no longer appear in lists for any new grouping of activities.
  • Inactive groups will continue to display in the "View Activity" lists.
  • Groups can be deleted. Deleting a group removes individual activity references to that group. The activity records themselves remain untouched.
  1. From the sidebar menu in any center except Administration, click New > Activity.
  2. On the Activity/Suspense window click Group Setup.

Data entry for Group Setup uses type-in grid functionality. For information about this, see Grids in AMS360.

Below is an explanation of the fields in the Group Setup grid.

Reference Groups Fields What is this?

Active

Select this check box to activate the group name. Clear the check box if the group name is no longer used and should no longer be available for selection in the group name drop down.

Group Name

Enter the Group Name for referencing activities. Each name must be unique.

Group Type

Select a Group Type from the drop down list. To add a new Group Type open the Administration Center. One the sidebar menu click List Setup > Group Type.

Changed Date

The date populates for you when a new Group Name is added or changed.

Changed Name

The name populates for you with the name of the person who added or changed the Group Name.

Related Activity

This field shows the number of activities associated to the Group.

Clicking on the Activity Count link opens the View Activity List of the activities associated with the group. From the list you can select an activity to change the group assignment  or preview the details of the activity.