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This text refers to program version 8.1  

Create Menu - Workflow Activity

The Workflow Activity function allows you to create Activities from Employees. This can be useful if, for example, you need to schedule a call to a new Employee.

You can also use Activities with suitable Activity Types to manage grievances and disciplinary issues. In this case it is recommended that you use the Task Manager Access setting in the System module to restrict access to the Activities, to help maintain confidentiality. You might choose to create such Activities from Employee records or from Employment Contracts.

When you select the function, the following screen appears, where you can create a new Activity:

The new record will be opened in a window entitled 'Activity: Inspect'. This means that it has already been saved and is being opened for checking. The Contact Number of the Employee, their Name and Phone Number will be brought in automatically to the fields on the 'Contact' card of the Activity. No default Activity Type will be offered, while the Task Type will be To Do, and the Symbol will be Other. The Start Date of the Activity will be the current date, and the Person will be the current user. As the Task Type will be To Do, the Activity will be placed in the current user's Task Manager.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android). You can then close it using the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu (which has a 'cog' icon if you are using iOS or Android). In either case, you will be returned to the Employee window.

The Employee and the Activity will be connected to each other through the Link Manager and Workflow Manager. When reviewing the Activity, you can return to the Employee quickly and easily using the Link Manager in the Activity, while you can open the Activity from the Employee using the Workflow Manager.

You must save an Employee record at least once before you can create an Activity from it. This is to ensure that the links mentioned in the previous paragraph can be established.

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

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The Employee register in Standard ERP:

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