Catalogue & forms

Create an activity definition

Define an orderable activity with service details, requirements and catalogue categorization.

Current source · source reviewed · 3 min read

Before you begin

You are a member of the facility.
You have the permission listed below.

1. Open the activity definitions list

Open your facility.
Select Settings.
Select Activity Definitions.

MANSOQ shows the resource categories of the facility. To make a new category, select Add Category.

2. Start a new activity definition

Open the resource category for the new template.
Select Add Activity Definition.

MANSOQ opens the form and sets Resource Category to the category that you open.

3. Fill in the details

Complete the fields in the form.

Components	What it captures
Title	The name of the template, for example "CBC Test". Required.
Slug	A short code that MANSOQ uses in links. Required. MANSOQ makes the Slug from the Title. The Slug must have 5 to 25 characters.
Description	Extra detail about the template. Required.
Usage	Notes on when to use this template. Required.
Status	Draft, Active, Retired, or Unknown. The default value is Active.
Category	The type of the service: Laboratory, Imaging, Surgical Procedure, Counselling, or Education. Required.
Resource Category	The catalogue category of your facility for this template. Required. This field is not the same as Category.
Kind	Always Service Request.
Derived From URI	The web address of the source that this template comes from. Optional.
Code	The standard medical code for the procedure. Search for the code in the list. Required.
Body Site	The body part that this template applies to. Optional.
Diagnostic Report Codes	The codes for the diagnostic reports that this activity gives. Optional.
Healthcare Service	The facility service that does this activity. Optional.
Locations	The facility locations where staff do this activity. Optional.

Note: Category and Resource Category are two different fields. Category holds the type of the service. Resource Category holds the catalogue category of your facility.

4. Add the requirements

Add the requirements for the activity definition. You can add the requirements before you save the form.

For the steps, see Link requirements to an activity definition.

5. Save the activity definition

Select Create.

Permissions

Permission	Access
Can Create Activity Definition on Facility	Create and change activity definitions for the facility. Facility Admin and Admin roles hold this permission.

Expected Outcome

MANSOQ shows the message "Activity definition created successfully".
MANSOQ opens the activity definitions list again.
The new activity definition shows in the resource category that you selected.

Version and configuration

These steps are grounded in the version 3.1 user guide and current source anchors. Available actions depend on your facility setup, roles, active catalogue records and deployment configuration. Source references identify the documented revision; live screenshots and site-specific SOPs still require instance-level validation.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.