> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling activities

> How to schedule an activity for a client or site in TruRisk.

Activities are scheduled from a client or site record. When scheduled from a client record, you can select one or more of the client's sites as the activity location. When scheduled from a site record, the activity is scoped to that site.

## Schedule an activity

<Steps>
  <Step title="Open the client or site record">
    Navigate to the client or site you want to schedule the activity for.
  </Step>

  <Step title="Click Schedule Activity">
    Click the **Schedule Activity** button in the record header.
  </Step>

  <Step title="Select a template">
    A dialog lists all available activity templates. Use the search bar to filter by name. Click the template you want to use.
  </Step>

  <Step title="Configure the schedule">
    Fill in the scheduling form and click **Schedule Activity** to confirm.
  </Step>
</Steps>

## Scheduling form

### General Info

| Field              | Description                                                                       |
| ------------------ | --------------------------------------------------------------------------------- |
| Activity           | The selected template (pre-filled)                                                |
| Schedule on        | The date the activity becomes available to the assigned user                      |
| Due date           | The deadline for completing the activity                                          |
| Late Submission By | How long after the due date a late submission is still accepted (default: 1 week) |
| Repeat             | Whether the activity recurs automatically (default: Does Not Repeat)              |

### Assignment Type

Choose who receives the activity:

**Site Manager** — The activity is assigned to all site managers at the selected locations.

**Company Administrator** — The activity is assigned to the client's main admin user.

### Locations

Select one or more of the client's sites where the activity should be completed. The activity will be assigned to the users selected above, but only at the chosen sites.

<Info>
  When scheduling from a site record, the location is fixed to that site and the Locations section is not shown.
</Info>