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Activities Management

Nina BENDERAC
Updated

How to Create an Activity?

Available for

  • Roles: Administrator, Technician, Service Provider (if assigned)
  • Plans: Starter, Premium, On Demand

To create an activity, you need to access the active task in question and click on the Add Activity button. You can then enter the following information:

  • Activity Description, which corresponds to the action performed
  • Date and Time of Completion: These are automatically filled with the date and time when you created the activity, but they can be modified
  • Time Spent, where you can enter the total time you spent on the activity
  • Counters, if you recorded a meter reading during your activity
  • Spare Parts, based on usage. This action will trigger stock movement.
  • Add an Operator who performed the activity, other than the user entering the information. Please note that you cannot enter the spare parts or meter readings for another operator's activity. They will need to log in to do it themselves.

Once you’ve entered all the information, you have two options:

  • either simply add the activity to the task;
  • or add the activity and mark the task as complete if no further actions are required for this intervention.

How to Edit an Activity?

Available for

  • Roles: Administrator (if operator), Technician (if operator), Production (if operator), Service Provider (if operator)
  • Plans: Starter, Premium, On Demand

For security reasons, activities are personal and assigned to specific operators, so only the operator can edit their own activity.

A user can add an operator to their activity, which creates a separate activity for their colleague. However, they are not allowed to enter meter readings or spare parts for another operator.

Even the network administrator does not have the necessary rights to modify other users' activities. Each operator must make modifications to their own activity.

How to Delete an Activity?

Available for

  • Roles: Administrator, Technician (if operator), Production (if operator), Service Provider (if operator)
  • Plans: Starter, Premium, On Demand

An activity can only be deleted by an administrator or the operator themselves. The delete button is then available and appears as follows:

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