Operations Menu - Create Activity

You can use this function to create records in the Activity register in the System module. This can be useful for Project managers who like to use the Activity register and Task Manager to schedule work on Projects, and to record time spent working on the Project. No default Activity Type will be offered. The Task Type of the new Activities will be Calendar, and the Symbol will be Other.

When you select the function, the following screen appears, by which a new Activity record can be created:

A new record is opened in a window entitled 'Activity: Inspect'. This means that it has already been saved, and is being opened for checking. The Start Date of the Activity will be the Start Date of the Project, and its End Date will also be copied from the Project. The Person of the Activity will be the current user, and the initials of the Project Leader will appear in the Cc field. The Project Description is copied to the Text field in the header of the Activity. After amendment if necessary, save the record in the Activity register by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu. In either case, you will be returned to the Project window.

The Project and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Project quickly and easily when reviewing the Activity, or to open the Activity from the Project. When viewing the Activity or Project, click the button with the paper clip image to open a list of attachments. Then double-click an item in this list to open it.

The Project must be saved before you can create an Activity.

The 'Activity: Inspect' window is fully described here.