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This text refers to program version 6.1  

Operations Menu - Create Activity

You can use this function to create records in the Activity register in the System module. You will usually need to do this if you have used the Time options in the Production Settings setting to choose that you will record Actual Time against Production Operations. In this case, you will record that time using Activities that you create using this function. 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 Calendar, the Calendar Type will be Time and the Symbol will be Other. The Start and End Dates and Times in the Activity will be copied from the Start and End Dates and Times in the Production Operation, so it is recommended that you make sure these are correct in the Production Operation before creating the Activity. The Labour Cost Item specified in the Production Settings setting will be copied to the Item field on the 'Service' card of the Activity.

When you select the function from the 'Production Operation: Inspect' window, the following screen appears, where you can create a new Activity:

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 Person of the Activity will be taken from the Production Operation, and the initials of the current user will appear in the Cc field. The Comment from the Production Operation will be copied to the Text field in the Activity, and the Production and Production Operation Numbers will also be copied to the Activity ('Service' card. 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 Production Operation window.

If you have created the Activity because you are recording Actual Time against Production Operations as mentioned in the first paragraph, mark the Activity as Done before saving. When you have recorded the entire time spent working on the Production Operation using Done Activities, choose 'Add Labour' from the Operations menu of the Production Operation. This will add a row to the Production Operation with the Labour Cost Item and Work Cost per Hour specified in the Production Settings setting. The quantity will be the total time for all Done Activities created from the Production Operation. Please refer to the description of the 'Add Labour' function above for more details.

The Production Operation and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Operation quickly and easily when reviewing the Activity, or to open the Activity from the Operation. When viewing the Activity or Operation, 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.

You can also use Activities to schedule personnel to work on Production Operations. In this case, you need to create the Activities in advance of working on the Operation. You can still specify Start and End Dates and Times in the Activity, mark it as Done and bring it into the Operation using the 'Add Labour' function as already described in this section. Please refer to the Scheduling Production Operations page for an illustrated example.

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

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