Select an Activity

Activities specify the work needed to resolve an incident. These work activities are usually performed by another internal group or by a vendor, while overall management of the incident is maintained elsewhere. You can select an existing activity from the Activities and Tasks (SP) application and add it to a record.

To select an activity for an incident:

1. In the Incidents (SP) application, display the record for which you want to select an activity.

2. Click the Activities tab.

3. In the Activities table window, click New Row. The system may insert a value in the Activity field; if so, you can overwrite it. In the Activity field, click Detail Menu , then select Go To > Activities and Tasks (SP).

4. Select an activity work order. From the Navigation Links, click Return With Value. The system copies the activity to the Activity field.

The activity inherits the location, the service address of the location, the customer charge account and the cost center from the ticket.

5. Fill in additional fields as needed. An asterisk (*) indicates a required field.

6. Click Save Incident .

See Also

Activities Tab

Add Activities

Select Labor for Activities

Report Labor Time