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This text refers to program version 4.2  

Operations Menu - Create Activity

You can use this function to create records in the Activity register in the System module. This can be useful if it is necessary, for example, to schedule a repair to an Item/Serial Number in the Known Serial Number register and/or if you want to create a Service Order for such an Item.

Highlight a single record in the 'Known Serial Numbers: Browse' window, and then select this function from the Operations menu. A single Activity will be created for the Known Serial Number record that you highlighted. If you highlighted several records before selecting the function, an Activity will only be created for the first highlighted record. The following screen appears, by which a new Activity record can be created:

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 Customer Number, Name and Phone Number are brought in automatically to the fields on the 'Project' card, and the Item Number and Serial Number will be brought in to the fields on the 'Service' card. No default Activity Type will be offered. The Task Type of the new Activity will be To Do and the Symbol will be Other. The Start and End Dates of the Activity will be the current date, and the Start Time will be the current time. The Person will be the current user.

If you want to schedule a repair to an Item, enter an appropriate Activity Type, Text, Person, Date and Time and save the Activity. It will be placed in the Person's Task Manager or Calendar (depending on the Activity Type), so they will become aware that they need to schedule the repair. If you want to create a Service Order for the Item, follow the same process but enter a Result as well. The Activity Type and Result combination should be one that has been used in a record in the Activity Consequences setting where the Generate Service Order option has been switched on. When the Activity is saved, a Service Order will be created.

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 'Known Serial Numbers: Browse' window.

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

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