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HansaManuals Home   >> Standard ERP   >> Human Resources Management   >> Leave Application Register  

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This text refers to program version 8.1  

Create Menu - Workflow Activity

The Workflow Activity function allows you to create individual Activities from Leave Applications. This can be useful if, for example, you need to schedule a reminder to yourself to check on the progress of a Leave Application.

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. 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 Leave Application window.

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

You must save a Leave Application 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.

Note that each time you use this function, a single To Do Activity will be created with no Activity Type. You can then add an Activity Type and change other details as required. The purpose of the function is to place an Activity in your Task Manager. You could use this Activity to remind yourself to check the progress of your Leave Application. If you need to create Calendar Activities for the leave period, use the 'Activities' function, also on the Create menu (Windows/Mac OS X) or + menu (iOS/Android).

Please refer here for full details about the 'Activity: Inspect' window.

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The Leave Application register in Standard ERP:

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