Activities Tab

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Summary

Note: If you have job versioning enabled you will need to create a new version of the job in order to amend, add, or delete activities

Activities are used to determine the work to be done on a job, and are responsible for setting the job's duration and service during job creation. During the lifespan of a job, activities can be managed in the job's Activities tab.

Once an activity has been assigned to a job it will be displayed in the activities tab and a corresponding cost entry will be added to the job cost tab

User Type Rights

Code Name Description Right Type
JAC Display Job - Activities Tab Access to the Activity tab to view what work has been required for the job Process Rights
UACME Update Activities in Measured Stage Ability to add additional activities to a job once it has passed the measured stage (Measured is set against the job status) Process Rights

Guide

Adding activities

If a new activity needs to be added to a job:

  • Create a new version of the job (if job versioning is enabled)
  • Navigate to the job's Activities tab
  • Click on the [Show Search] link under the activities panel and enter the criteria for the activity you would like to add. You can filter results by code, name, and description. You can also use the included drop-down menus to assign the selected actvity to an asset, a location, a team, and a resource as part of the process

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  • When you have found the activity you want to add, enter the quantity you wish to add to the job in the Quantity box
  • Select a cost type from the drop-down menu and click Add Activities With Cost Type to post the activity on the job

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  • If you have versioning enabled, submit your version to apply the new activity to the job

Completing Activities

Note: If you have versioning enabled you will need to create a new job version before completing activities on the desktop

Mobile

When a mobile operative is assigned an activity, they can set the completed quantity by editing the activity, or they can complete the whole activity by selecting the checkbox next to the activity in question.

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Individual activities

You can complete individual activities from the Activities tab by clicking on the green check mark next to the activity in question. This will set the completed quantity on the activity to the same level as the total quantity

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Bulk Completing

To complete multiple activities at once:

  • Click the checkbox against all activities you want to complete in the tab
  • Click on the [Bulk Complete] link under the activities table
  • In the dialog box that appears, click Yes to confirm your changes

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Removing Activities

Note: If you have job versioning enabled a new version will need to be created before activities can be removed. If versioning is enabled, a negative value equal to the total of the removed activity will be added to the job cost tab to reflect the removal of an activity

Removing individual activities

To remove an activity:

  • Go to the Activities tab on a job
  • Click on the bin icon next to the activity you would like to remove
  • In the dialog box that appears, click Yes to confirm your changes

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Bulk Removing Activities

To remove multiple activities:

  • Go to the Activities tab on a job
  • Check the checkboxes next to the activities you would like to remove
  • Click on the [Bulk Delete] link under the activities table
  • In the dialog box that appears, click Yes to confirm your changes

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Editing activities

Note: If you have job versioning enabled a new version will need to be created before activities can be edited

It is possible to edit activity details after they have been posted to a job. Quantities, notes, locations, assets, assignments, category and cost types can be changed during the life span of a job as

Editing a Single Activity

To edit a single activity:

  • Go to the activities tab on a job
  • Select the pencil icon next to the activity you would like to edit
  • Make your changes and click on the green check mark to save

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Bulk Editing Activities

To edit multiple activities at once:

  • Go to the activities tab on a job
  • Click the checkboxes of all activities you would like to edit and click on the [Bulk Update] link
  • Enter information to be changed in the boxes that appear and select [Update All Selected Activities] to save your changes

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Activity History

All changes to an activity are recorded in its respective history tab for audit purposes. This information can be viewed by clicking on the history icon next to an activity.

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