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Set Up Activity Classifications as Required/Not Required

This article demonstrates how to switch an activity classification in a form to be required/not required.


Require/Not Require Activity Classification

1. Navigate to Activity Classifications under Customize

Navigation: Administration > Setup > Activity Classifications

  1. Click Setup under the Administration section of the navigation menu.
    Navigation bar with Setup highlighted
  2. Click Activity Classifications under the Customize section.
    Customize section with Faculty Classification selected

2. Click the “Required” checkmark box in the desired unit 

  1. Click the hyperlinked number for the unit corresponding to the activity to be changed. If necessary, click the plus sign to expand a unit.
    -  The Manage Activity Classifications screen displays a list of all activity classifications currently assigned to the selected unit and subunits. Use the filter at the top of the screen if necessary, or use the Search bar.
    -  Click the Unit Change link to select a different unit or subunit, if necessary. Upon selecting a different unit or a subunit, the list of activity classifications that are displayed may change.
  2. Click the Edit (pencil) icon to modify the desired Activity Classification.
    -  The Activity Classification form will appear on this page and can choose whether or not it should be a required field by selecting or deselecting the check mark box next to Required under the General Information section.
    Required field with check mark box to the right
  3. Scroll to the bottom and click either of the Save buttons when finished.

Note that the activity classification publicly displayed is a hard coded activity classification that is automatically turned on, and can only be turned off by contacting Interfolio. For clients utilizing the APIs to, a faculty selection of publicly displayed = no tells developers to not display that data outside of the module

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