Copying an Activity - SMART providers

The user must be within the context of the Resource with an existing activity. For more information on accessing the Resource Detail page, see Searching the Resource Databank.  Copying an activity will allow the user to create a similar instance for a different activity for the same provider.

Follow the steps below to copy an activity:

1. Within the context of the SMART vendor provider Resource Detail, select Services from Task Navigation.  The Service List page displays.

2. Click the Service Type hyperlink.  The Service Detail page displays in view mode.

3. Select Activities from Task Navigation.  The Activities List page displays.

4. Click the Hyperlink for the desired activity.  The Activity Detail page displays in view mode.

5. Click the Copy button. The Activity Detail page displays.

6. In the Activity Information section:

   • Select a new Activity Name from the drop-down menu.

   • Enter a description in the Session Description field.  See Employment Services Activity Standard Session Descriptions for the standard comments.

   • Enter the Start Date using the <mm/dd/yyyy> format or the calendar icon.

   • Select the Start Time drop-down menu.

   • Select the End Time drop-down menu.

   • Check mark the appropriate day(s) of the week for this activity.

   • The Status field is defaulted to Active.

   • Enter the appropriate number of Max. Capacity field.

7. In the Contract Information section, select Yes or No from Is this Activity contracted? drop-down menu.

8. To add more activities to this service, click the Save and Copy button.  Repeat STEPS 6 – 7.  Otherwise click the Save button.  The Activities Detail page displays.

9. Click the Close Button.  The Activity List page displays.