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Job Activities

Activities are mandatory when you create a new job because they are used to create appointments. Activities are assigned to a client and a work log type which will determine what activities can be assigned to the job.

Once an activity has been assigned to a job it will be displayed in the Job - Activities tab and the Job - Cost tab. 

To make amendments you will need to create a new job version if you are using versioning. You will see changes within the job history against the Version Submitted event. 

User Type Rights

Display Job - Activities Tab [JAC]
Modify Activities [MWI]
Update Activities in Measured Stage [UACME]

Adding activities

1. If you are using job versioning you will need to create a new version before you can add a new activity
2. Open the activities tab.  
3. Click on the Show Search link

  
4. The search boxes will be displayed, you can search for activities using the Code or Name/Description fields
5. If you would like to add the activity to a particular Asset, Site Location or supplier you can use the drop downs above the search criteria. 
6. Once you have found the activity you need to use enter the quantity in the quantity box. 
7. To add the activity to the job select the 'Add activities with cost type' link
 
8. You can set up different cost types, using the dropdown you can pick a particular cost type you would like to use. 

Completing Activities

Mobile

1. Activities are set to 100% when engineers complete their appointments on the mobile device.

Individual activities

1. You can complete activities using the green tick next to each activity. (You will need to create a new job version first)

Bulk Completing

1. Create a new job version
2. Tick the activities you need to complete
3. Select the Bulk Complete Link
4. Confirm completion 

Removing Activities

  1. If you are using job versioning you will need to create a new version before you can remove activities. If you are not using versioning you will be able to see the delete icon.
  2. Once a version has been created the bin icon will display next to the activities in the activity tab.  Click on the icon and confirm the removal. 
Any relevant job costs will be removed or reversed depending on their status. 
 
Bulk Removing Activities
  1. If you are using job versioning you will need to create a new version before you can remove activities. If you are not using versioning you will be able to see the delete icon.
  2. Once a version has been created tick the boxes next to the activities that you would like to remove. If you need to remove all activities you can use the tick box in the header.
  3. Use the Bulk Delete button at the bottom of the activity list. 
Editing activities
  1. If you are using job versioning you will need to create a new version before you can edit activities. If you are not using versioning you will be able to see the edit icon represented by a pencil.
  2. Once a version has been created the pencil icon will display next to the activities in the activity tab.  Click on the icon and the edit screen will be displayed. 
  3. Amend the required details (note these will be updated automatically if the activity is completed via a mobile device) Select the green tick to save the changes.
  4. If there are multiple activities on the job and you wish to update them all with the same details. Tick the activities using the tick boxes or select all using the tick box in the header.
  5. Select the [bulk update] option at the bottom of the activity page (once a version is created).
  6. Enter the details required in the available boxes.
  7. Use the [Update All Selected Activities] link to make the changes.

 

 

Activity History

1. To review changes made to an activity you can select the history button.

2. You will be able to review the changes in the table. This includes changes to supplier teams and resources. 

 
 
Activities For Assets
Activities can be assigned to an asset and location for the job, this will provide additional information to the engineer to explain what work needs to be carried out and where it is located within the site. 
When you create a job you can select an asset and then choose the required activity or you can manually link the asset once the job has been created.
1. Select the activity tab on a job
2. Select the pencil icon next to the activity
3. Using the asset and location drop down select the relevant data. 
4. You will be able to see the asset details display next to the activity name
 
 
For more information on Activities (SOR's) please see the Activities (SOR's) 
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