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This text refers to program version 8.0  

Create Menu - Workflow Activity

Use this function to create records in the Activity register in the System module. This can be useful if, for example, you need to schedule a call to a new Person.

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 and End Dates of the Activity will be the current date, the Start Time will be the current time 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 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 Person window.

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

You must save a Person before you can create an Activity. 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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