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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 technicians who like to use the Activity register and Calendar to schedule their work. 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, 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 Start Date of the Activity will be the Start Date of the Production, and its End Date will also be copied from the Production. The Person of the Activity will be the Person from the Production, while the current user's initials will appear in the Cc field. The Production Number will be copied to the Production Number field on the 'Service' card 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 Production window.

The Production record and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Production quickly and easily when reviewing the Activity, or to open the Activity from the Production. When viewing the Activity or Production, 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 Production does not have to be saved before you can create an Activity.

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