Summary

Activity Types are user defined groups used to classify activities that are recorded on work orders. By associating a work order with specific activity types, you can limit the activities that can then be attached to a work order or estimate.

Default activity types can be specified on the WO Setup window and then automatically associated with newly created categories, work orders, and estimates.

Step by Step

1     Open the Activity Type Maintenance window (WO> Maintenance> Activity).

• The Activity Type Maintenance window displays all of the activity types created in the application.
• Highlight an activity type and click the Delete icon or press DELETE to delete the selected activity type.
  • An activity type that is associated with a work order cannot be deleted.
• Click the Create icon or press the INSERT key to create a new activity type. This will create a new line item and clear the Maintenance fields to the right.

2     Create an Activity Type.

• Enter a unique Code for the new activity type.
  • This required field can be up to 10 characters long. Once the activity type has been saved, the Code field cannot be edited.
• Enter an optional Description for the activity type.
• The remaining fields are user defined and maintained on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• Click the Save icon to save the new activity type.
• Activity types can be specified as Default on the WO Setup window (WO> Utilities> Setup). Default activity types will be automatically associated with newly created work orders and estimates.