New Activity or Interaction
| Setting | Description |
|---|---|
| User | The administrative Slate user associated with adding the interaction. |
| Code | Select the Activity or Interaction code to be inserted on the application or person record. Additional options may be available depending on the type of code selected. When adding an activity to an application, typically, users will insert payment activities or modify form/event registrations in this section. Additional options may be available depending on the type of code selected. |
| Subcode | The subcode further categorizes the type of activity. |
| Category | Select the appropriate application-scoped form or event registration folder for the activity. |
| Instance | Select the individual instance within the folder to identify the exact form or event registration to be added as an application activity. |
| Status | Choose to insert the activity with the applicant as registered, attended, or no-show for the forms and events registration. |
| Date | Select the date the activity takes place. This date defaults to the current date and time. |
| Payment Type | Choose whether the payment activity is due, received, waived, or refunded. |
| Payment Amount | Enter the amount associated with the payment type. |
| Payment Account | Choose which payment account should be associated with this payment activity. |
| Subject | This subject displays under the Activities section of the application tab as well as the timeline on the person record. For a Watch Flag, the subject is what displays on the top of the entire person record. |
| Private Comments | These comments are visible only upon clicking in to the interaction from the Timeline and are not displayed to the student/person. |
| Public | Selecting this option allows the subject and public comments to be visible to the student/person through their application status portal. |
| Public Comments | These comments will be displayed to the applicant/person. |