AdminConfigure an activities module

An Activities module lets users log activities (continuing education, professional development, and similar) and submit them for review. You create one from Content Management → Contents (choose Activities), then attach it to a program step. Its settings are split across two tabs: Content Configuration (the form and how it appears) and Completion & Review (what counts as complete).

Content Configuration tab

Defines the module's identity, the form users fill in, and any custom columns shown on the activities tables.

Basic content info

The top of the tab holds the module's identity and a draft-saving switch.

Content Configuration. Title and description identify the module; below them sits the form builder.

• Title — the module's name (required). It's used in lists and reports.
• Description — an optional summary of the module.
• Disable save as draft — off by default. When on, users can only submit an activity — they can't save it as a draft to finish later.

Form Elements

The Form Elements builder defines the form a user fills in when they log an activity. Type anywhere to add text, and use the Blocks panel to drop in fields and layouts.

Content Configuration → Form Elements. Drag blocks from the panel on the right; click a block to configure it.

• The toolbar toggles between a list and a grid layout and offers undo/redo.
• The Blocks panel lists every element you can add — for example Text Input, Text Area, Select Menu, Checkbox List, Radio List, Toggle Switch, Signature Pad, File Upload, Date Picker, Work Hours, and Scale, plus layout/content blocks like Section / Content.
• Click any block already on the form to edit its label, requirement, and options. The fields you add here are what activity completion rules and custom columns can read.

Reused across modules

The same form builder powers other form-based content (forms, learning portfolios). Fields like Work Hours, File Upload, and Date Picker share the same options wherever they appear.

Activities Table Custom Columns

Add your own computed columns to the activities tables — for example a running total of hours, or the options a user selected.

Content Configuration → Activities Table Custom Columns. Each column defines a translatable label, a position, the criteria it reads, and how it aggregates.

1. Turn on Enable Custom Activities Table Columns.
2. Add a column and set:
   • Custom Column Label — the column heading (translatable per language).
   • Activities Table Column Position — which visible column it becomes (1 is the first column; the count covers the default-visible columns — Date, Description, Status — plus custom columns, so columns hidden by default like Type or Create Date are skipped).
   • Custom Column Criteria — which form blocks the column reads.
   • Aggregate Type — either sum a numeric field (work-hours formatted) or show the selected option list value (the distinct options chosen).
   • Aggregate Criteria — the specific field(s) to aggregate.

The same column appears across the user's activities table, the admin Activities Analytics table, and the Completed-Program export PDF and CSV.

Activities are listed oldest-first

The user's activities table is sorted oldest-created first, matching the order used in exports.

Availability

The Availability section controls the dates an activity can fall in and where they come from.

Content Configuration → Availability. Choose whether users pick a CE cycle and where release/due dates come from.

• Let users select a CE cycle — when on, users can pick a continuing-education (CE) cycle range (a start–end date range) on the activities step. Off by default.
• Use program schedule dates — when on, the activity's release and due dates come from the program step enrollment schedule. Off by default.
• Release date / Due date — set fixed dates here when you aren't pulling them from the program schedule.

Completion & Review tab

Defines what a user must do for the step to count as complete, and whether submissions go through review.

Submission Requirements

The Submission Requirements section sets how many activities a user must log and guards against bad submissions.

Completion & Review → Submission Requirements and Submission Review.

• Show Completion Requirements on user view — on by default. Shows the Activities Submitted dashboard (count, progress bar, and Completion Rules panel) to users.
• Limit one activity per day — when on, a user can't log more than one activity per day. Off by default.
• Duplicate detection — when on, checks for potential duplicate submissions based on matching form data. Off by default.
• Minimum submissions required — how many activities the user must submit for the step to count as complete.
• Maximum submissions allowed — caps how many activities a user can log; 0 means no limit.

Submission Review

• Enable submission review — off by default. When on, submitted activities are synced to CE Tracking and their review status is calculated by the review rules, so a reviewer or administrator approves them before they count.

Completion rules and their labels

The Activities Form Completion Rules section defines the totals a user must reach (such as a minimum number of activities or work hours).

Completion & Review → Activities Form Completion Rules. The section header and each rule label are translatable, so users see them in their own language.

• Custom Form Completion Rule Title — the heading shown above the rules on the user view. It's translatable per language; if you leave it blank, users see the default "Completion Rules".
• Rule Label — each rule's label is also translatable per language. The user and admin views show the label for the current language.
• Each rule has its own completion criteria (form block, comparator, target) and an aggregate type (e.g. count of qualifying activities, or sum of work hours) with a minimum value.