Creating new schedules activity with or without assets

Creating new schedules activity with or without assets

Users can create Activity Schedules for Maintenance with an Asset and without an Asset. Select an asset from the Asset register, and click on Schedule Activity button on the Home Screen.

The asset name and code will be displayed at the top of the form. The page given below will open.

FIELD NAME	DESCRIPTION	MANDATORY
Activity Type	User can select any type of activity shown here.	Yes
Assignee	User can select any assignee shown here.	Yes
Description	Give a brief description about the Activity	No
Attach Files	User can attach files.	No
User Group	User can select User Group responsible of this activity. If user group is selected, then assignee will be the one of them.	No
Location	User can select an existing Location.	Yes
Occurs	User can select an existing Occurrence.	Yes
Start Date	User can select Start Date from the calendar.	Yes
End Date	System will always pick current date, not a backdate. User can give any End Date till the date existing in System calendar.	No
Activity Reminder	Specify different types of activity reminders like Same day, 1 day before, 2 days before, 10 days before etc.	Yes
Vendor Name	Assigned activities to any vendor.	No
Activity CC	User can CC schedules to others.	No
Amount	Depends upon the type of Activity selected	No

Field Name	Description
Vendor Name	User can select vendor name from dropdown.
Amount	Select the amount for activity.
Total	Total amount will automatically calculate.

Creating a Single Schedule Activity without asset

The user can create Activity Schedules for Maintenance without an Asset. Simply click on the "schedule activity" button.

User is required to fill the form as described to schedule an activity:

1.   The user has to select Activity Type from the drop-down; add User Group to assign the task and receive reminders for the same.

2.   The fields marked in (*) are mandatory. If the user has selected an Asset, in the location column the asset’s location will be displayed.

3.   The user can define the occurrence of an Activity with a start date and end date.

4.   Set your Activity Reminders (Days wise, month-wise etc.)

5.   The user will be notified through emails, push notifications and SMS while creating, updating and closing a schedule.

     6. Click on the Save button after filling the form.

Upload Multiple Schedules Activity 

Users can upload multiple schedules by clicking on the "Upload the Multiple Schedules" button to present the header of the schedule activity form. The schedule activity button is present on the home screen.

When the user clicks on the Upload Multiple Schedule button, an in-built spreadsheet opens. The fields are the same as for single scheduling. 

1.   The user can download a template to upload schedules by clicking on the download schedule template button.

2.   The user can also download a reference file to understand the fields and the data that should be entered in the spreadsheets.

3.   Once you have updated the template, with the data click on choose file button, the values will be reflected in the spreadsheet.

4.  Click on the save button the schedules will be uploaded.

FIELD NAME	DESCRIPTION	MANDATORY
Asset Code	Asset code for schedules	No
Assignee	User can select any assignee which is shown here.	Yes
Description	Give a brief description about the Activity	No
Location	User can select an existing Location.	Yes
Occurs	User can select an existing Occurrence. If user selects custom days, then custom days field is mandatory.	Yes
Custom Days	After selecting Custom Days in Occurs field, user has to fill the days.	Yes
Start Date	The system always picks the current date, not a backdate.	Yes
End Date	The system always picks the current date, not a backdate. User can give any End Date till the date existing in the system calendar.	No
Activity Reminder	Given are the different types of activity reminders like Same day, 1 day before, 2 days before, 10 days before etc.	Yes
Vendor Name	Assign any activities to any vendor.	No
Amount	Depends upon the type of Activity type selected	No
Activity CC	User can CC schedules to others.	No

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