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This text refers to program version 4.2  

Operations Menu - Create Activity

Use this function to create records in the Activity register in the System module. This can be useful for technicians who like to use the Calendar or Task Manager to schedule their work. The Activity Type given to Activities created by this function will be taken from the Activity Types, Subsystems setting in the CRM module. The Task Type of the new Activities will be To Do, the Symbol will be Other and the Start Date will be the Work Order Date.

When you select the function, the following screen appears, by which a new Activity record can be created. The first line of the Work Order Comment ('Comment' card) is transferred to the Text field so that the nature of the job can be ascertained from the Activity without having to refer again to the Work Order. The Person of the Activity will be the Employee from the Work Order, while the Supervisor of the Activity will be the current user.

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. 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, click [Cancel]. In either case, you will be returned to the Work Order window.

The Work Order and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Work Order quickly and easily when reviewing the Activity, or to open the Activity from the Work Order. When viewing the Activity or Work Order, 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 Work Order does not have to be saved before creating an Activity, but Activities cannot be created from Work Orders that have been marked as Cancelled or Finished.

Please click for full details of the 'Activity: Inspect' window and the Activity Types, Subsystems setting.

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