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This text refers to program version 8.5  

Create Menu - Production - Workflow Activity

This page describes the 'Workflow Activity' function on the Create menu in the Production record window. If you are using iOS or Android, the 'Workflow Activity' function is on the + menu.

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The 'Workflow Activity' function allows you to create Activities from Production records. This can be useful for technicians who like to use the Activity register and Calendar to schedule their work.

To create an Activity from a Production, first open the Production in a record window and then select 'Workflow Activity' from the Create menu (Windows/macOS) or + menu (iOS/Android). The following window will open, allowing you to 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 new Activity will contain the following information:

• The Activity Type will be taken from the Activity Types, Subsystems setting in the CRM module.
  

• The setting of the Done check box will also be taken from the Activity Types, Subsystems setting.
  

• The Task Type will be Calendar.
  

• The Symbol will be Other.
  

• The Start Date of the Activity will be the Start Date of the Production. The End Date, Start Time and End Time will also be copied from the Production.
  

• The Person of the Activity will be the Person from the Production, while the Signature of the current user will appear in the Cc field (the current user will be the Person in the Activity if there is no Person specified in the Production). As the Task Type will be Calendar, the Activity will be placed in the Calendars of the Person from the Production and the current user.
  

• The Production Number will be copied to the Production Number field on the 'Service' card of the Activity.
  

• The first line of the Comment in the Production will be copied to the Text field in the Activity.

After amendment if necessary, save the record in the Activity register by clicking the [Save] button (Windows/macOS) or by tapping √ (iOS/Android). You can then close it using the close box (Windows/macOS) 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 Production window.

The Production record 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 Production record quickly and easily using the Link Manager in the Activity, while you can open the Activity from the Production using the Workflow Manager.

You must save a Production 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 Production register in Standard ERP:

• Introduction
  

• Entering a Production Record
  

• Inspecting and Finishing Production Records
  

• Nominal Ledger Transactions from Production Records
  

• Operations menu

• Create menu, including:
  
  • Productions
    

  • Workflow Activity
    

  • Disassemble
    

  • Stock Movement
    

  • Production Operations
  
  
• Row menu

See also:

• Activity register

See also:

• Building the Assembled Item
  

• Additional Production Costs

Go back to:

• Home page for Production manual
  

• Home page for Standard ERP manual

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