How To Create new Activity Types l Application Settings

Creating new Activity Types

Creating new Activity Types

Application Settings > Activity Types 


The activity type is used to define the type of maintenance activity being performed. Users can also associate an amount for the same.


The below screen appears when the user clicks on Activity Type: 




FIELD NAME 

DESCRIPTION 

MANDATORY 

Activity Type 

Name of the Activity  

Yes 

Amount To Be 

Select the amount associated with the activity 

Yes 

File Upload Required? 

User can also add the option to upload file for an Activity type. 

No 

OTP Required to closing the Activity 

OTP validation 

No 




Users can send pending/completed activities reports on email by clicking on the option.


FIELD NAME 

DESCRIPTION 

Email Frequency  

Select frequency of mails (Daily, Monthly, Weekly or Yearly) 

Send emails to 

Select the user to send report to. 

Location 

Select the location from dropdown 




The Activity Type is displayed in the drop-down list while creating Activity or Schedule. After creating the Activity Type, it shows in the grid below. Users can download this from Export to Excel option.


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