What does this section cover?

Navigating to Activities

Explaining Activities Fields

Creating and Saving, Validations and Restrictions

Creating an Activity

1. Search using the criteria available in the summary page
2. From the top menu click on "NEW" to open the Activities data entry page
   Every time you complete a tab click on the "NEXT" button 

3. Contact Information

   1. New Contact Information 
      1. Select Type between Person and Company
      2. Fill out the required information. Mandatory fields are marked with asterisks ( * )
         1. For Persons: First and Last Name + any fields defined in the Contact Information Uniqueness Rule
         2. For Companies: Company Name + any fields defined in the Contact Information Uniqueness Rule 
      3. If you would like to fill out more information click on the ADD MORE INFORMATION link, else proceed to the next step
         Contact Information modal window will open
         1. Fill out the required information. Visit Managing Contact Information for more information on creating a new contact
         2. Once you are done, click on "CLOSE"
             
   2. Existing Contact

   1. 1. Click on USE EXISTING CONTACT
      2. Search the contact to load his contact details. Click on MODIFY CONTACT INFORMATION to add more information if needed
         

4. Activity Characteristics

   1. Type: Select the type of the activity
   2. Status: Select the status of the activity. The life cycle state of the activity is set automatically based on the activity status selected
      
   3.  Category:
      1. 1. Click Find to search for the category based on your needs
            1. A modal window opens with a tree structure of the available categories. 
            2. Click to select the category you need
   4. Description: Add a description of the activity
   5. Performed For
      1. Using the Search Boxes search add the entity that the Activity is related to. The selection can be between
         1. Subscription
         2. Job
         3. Lead
         4. Service Request

5. Services To Be Provided

   1. One time service information
      1. Click on Add to add a new row
      2. Search for the services that will be provided with the activity
         
      3. Select the service to be added
   2. Provide the time spent for each service
      If the time is set as fixed in the Activity Type then the "Time Spent" will be read only

   3. Scheduling a Resource

      You can either book a request directly  or you can save the activity and book a resource at a later stage either via the Activity Page or the Resource Request Page

6. Key Dated & Assignment

   1. Dates and times can be selected using the calendar icon
      

      1. Start Date: The date is set to the current date but can be manually updated
      2. Estimated Completion Time: Update if required. (Will automatically update Expected Completion Date)
      3. Expected Completion Date: Update if required

7. Communications

   1. The Communication Tab provides all the communications that are related to the specific record. When creating a new record the Communications tab is empty as no communications have been created yet. Communications tab is informative.
      Check the Advance Section for the module of your interest to find out how you can schedule an Activity.
       
    

8. Attachments

   1. Add any files or URLs related to the entity.

      Check  General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. 

      1. For adding a file
         1. Click on Add > Upload File
             
         2. Drag and Drop the file in the modal 
            OR 
         3. Click in the modal
         4. Select the file to be uploaded
         5. Click on "DONE"
         6. Notes: Provide notes related to the upload
      2. For adding a URL
         1. Click on  "ADD"
             
         2. Attachment: Specify the URL
         3. Notes: Provide notes related with the URL
      
      
      

9. Log Information

   The following information is automatically set by the system on saving the Activities

   1. Log information section keeps all the logging information related to the specific record

      • Basic set of information available in all entities
        • Created By User: The user that created the entity
        • Created By Unit: The unit of the user that created the entity
        • Updated By User: The user that last updated the entity
        • Updated by Unit: The unit of the user that last updated the entity
        • Date Created: The date the account was entity
        • Date Updated: The date the account was last entity
          
      
      
      

10. From the Action Menu click on "SAVE"

System Processing

1. The activity will be saved and a unique number will be assigned
2. Relation will be created between the activity and the referred entity if one was defined.