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Creating A New Activity

Summary | Guide | Creating New Activities | Deleting Activities | Related Articles

Summary

Activities are assigned to Jobs and Appointments to provide the details of what tasks are required. When you create a Job you will have to assign at least one Activity. The activity code is linked to a service this service will be assigned to the job depending on the first activity selected. The service also provides the mapping to the work Type and Teams/Resources as explained in the Service Guide.

The Activity includes the description of the work to be performed as well as the expected duration the task will take to complete. By setting average durations the system can schedule appointments appropriately.

The Activity configuration is controlled by the User Type Right -Activities [ACT]

The activity list page displays library activities. Clicking on a Library Activity opens the full view of that activity with associated cost records.

The client filter will only show active clients and clients linked to the logged in user The work Log type filter will only show active work log types

Guide

Creating new Activities

  • Select the Cog icon to open the Admin menu
  • Select Activities from the Activities menu
  • If you have already created an Activity it will be displayed in the list view
  • Click the + icon in the top left hand corner to create a new Activity

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  • Fill in the required details for the new Activity:
    • Code - The Activity Code that will be referenced when creating a Job
    • Name - Name of the Activity
    • Duration - How long the activity should take to complete. This will be used when you create appointments
    • Default Quantity - Usually set to 1. The default quantity will be used when you create a job to pre set the activity quantity field but it can be altered
    • Service - The Service will determine the job Work Type and Team. The service will also be used to determine what resources will be available for the appointment
    • Unit - Unit of Measure, e.g Item or Hours
    • Group - The Activity Group the Activity code will be displayed in. On the create job screen you can filter activities by group
    • Description - Additional information relevant to the activity

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Deleting Activities

Once an activity is no longer needed, you can safely delete it from your system. This will mark the activity as inactive, but will not remove any data associated with it.

  • Select the Cog icon to open the Admin menu
  • Select Activities from the Activities menu
  • Select the activity you wish to delete or select multiple activities by clicking the checkboxes next to their names

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  • Click on the rubbish bin icon to deactivate the activities

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Related Articles

Services

Activity Groups

Activity Costs Page

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