Configuring Schedules Through Categories
Menu > Application Setting > Asset Category
After clicking on this button, a new screen appears
The fields visible to create an activity on this screen are explained below in the table.
Assignee Based on
Application allows you to select type of assignee when an asset is added under the respective category.
1. User involved: The activity is assigned either to the user asset is allotted to, created or Location head to which asset is added
2. User Role: Activity is raised for the group of users lying under that role.
Select any assignee which is displayed.
Start Schedule after (Days)
The days after which activity occurs for the first time
The considered date is selected as per condition set in “Schedule based on” field
Schedule based on
User can select a field/column that will be holding a date which will be considered as date of that activity.
Fields like Invoice Date, Capitalization Date, Purchase Date, End of Life and other custom fields (with date format) can be added to this section.
User can select any type of activity which is showing over there.
User can select existing Occurrence.
Given the different type of activity reminder like (Same day, 1 day before, 2 days before, 10 days before etc.)