Edit Activity Details & Category Type

This article provides information on how to edit an activity after it has been added to your workspace.

You cannot edit an activity if:

1. There is an approved Category I form associated with the activity.
2. Your Annual Certification for the fiscal year that includes this activity has been submitted.

What you should know before editing an activity: 

• If you have a Category I form that is processing through the approval workflow, it will be sent back to you when you edit the activity. The Category I form will need to be submitted again after you have reviewed and made your updates.
• If you are changing the activity from a Category I to a Category II/III, your Category I form will be deleted.
• If you are changing the activity from a Category II/III to Category I, a Category I form will be generated. 
• If the activity has reported effort/earnings and is changing Category Types, the threshold(s) will be recalculated according to policy. 
• If the activity has an Exceed TH form and changes to a Category Type where the effort/earnings don't count against the threshold, then the Exceed TH form will be deleted. 

To edit an activity: 

1. Locate the activity in your workspace and select the Edit Activity (pencil icon) button.
   
2. Select, I want to edit the details of this activity button and then click Next.
   
3. The Enter an Activity form will open so you can make changes to the activity. Click Save to continue. 
   
4. An Activity Change Alert will appear, showing a list of changes that will happen once you click Continue. Click Continue to proceed. **Note: Selecting Cancel will cancel the changes made to the activity.
5. If applicable, update the Category I form and click Request Approval to complete the changes. **Note: If you have a Student Involvement form associated with the activity, it will pop up too. You can close it out if no changes are needed.