WO> Maintenance> Activity Type
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.
Related Links
Click here for information on Work Order Maintenance.
Click here for information on Category Maintenance.
Click here for information on the WO Setup window.
Step by Step
- 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.
- 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 here for information on Miscellaneous Field Label Maintenance.
- 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. Click here for information on the WO Setup window.