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            Knowledge Base Asset Infinity Help Center Preventive Maintenance / Schedule Activities Schedule An Activity How to Create An Activity?

            How to Creating An Activity?

            The user can create Activity Schedules for Maintenance with an Asset and without an Asset. Select an asset from the Asset register, and click on the "schedule activity" button on the dashboard or simply click on the "schedule activity" button.



            If an activity is scheduled against an asset then its name and code will be displayed at the top of the form. The page given below will open: 


            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.

            Activity Type

            User can select any type of activity which is showing over there.

            Assignee

            User can select any assignee which is showing over there.

            Description

            Give a brief about the Activity

            Attach Files

            User can attach the files.

            Location

            User can select an existing location.

            Occurs

            User can select existing Occurrence.

            Start Date

            The system will always pick the current date not will pick the backdate.

            End Date

            System will always pick the current date not will pick the backdate and the user can give any end date till the existing the system calendar.

            Activity Reminder

            Given the different type of activity reminder like(Same day, 1 day before, 2 days before, 10 days before etc)

            Vendor Name

            Assigned any activities to any vendor.

            Amount

            Depends upon the type of Activity type selected

            Extra Charges

            Depends upon the type of Activity type selected

            Total

            Total of amount field or Extra charges.


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            Updated: 19 Dec 2019 02:36 PM
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