Closing and Update of Pending Activity

Closing and Update of Pending Activity 

Bell Icon Button > Pending Activities

Pending Activities help to view activity schedules that are incomplete and close them as well. Go to Notification Bell icon and click on Pending Activities. The user can also view the count of the Activities: 

The given page will open:

 The user can filter activity using the following filters: 

FIELD NAME	DESCRIPTION
Date	Date-wise activity.
Activity Type	Activity type
Assignee	Assignee-wise Activity
Location	Location-wise Activity
Status	Status-wise Activity
Search	It is used to search for any type of information
All	Display all types of created activities
With Asset	With asset-wise activities display
Without Asset	Without asset-wise activities display

Status wise count button:
1. Overdue	Activities not completed on time
2. Today	Current activities display
3. Planned	Future planned activities display

To close or update an Activity, user can simply click on the Activity and the following pop-up appears: 

When the user wants to close the activity, click on the checkbox next to Mark as Done field. Save the activity. 

FIELD NAME	DESCRIPTION
Asset	Asset name of activity.
Asset Code	Asset code of asset.
Location	Asset location
Activity Type	Activity type of activity
User Group	User can select User Group.
Assignee	User can change assignee from the Drop-down.
Description	Description for the activity.
Files	User can see attached file here if it is added in creation schedules.
Vendor Name	User can select Vendor Name from the Drop-down.
Remarks	Remarks for the activity.
Due Date	Due date of the activity
Next Due Date	User can change the Next Due Date.
Attached Files	User can attach the files for reference.
Mark As Done	Click on the Mark as Done to complete the activity.

Users can update multiple activities at one time by select multiple activities and clicking on the Update Activity button.

Users can change the details of both activities and click on mark as done to complete the activity. Users can also save and print the activity.

Item Details 

In Item details, the user can add inventory for activity through the Item Details column from activity form. In Item Details, user has to select Location from the Drop-down. 

• • Item -  Select the item from Drop-down. 

  • Available – It shows how much quantity is available for this location. 

  • Consumed – User has to enter the quantity to consume for this activity. 
    

Users can add more items by clicking on the Add button.

Delete

Users can delete the activity by clicking on the Delete button in activity form. 

 

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