Select an Activity

Activities specify the work needed to resolve a problem. These work activities typically are performed by another internal group or by a vendor. You can select an existing activity from the Activities (SP) application and add it to a record.

To select an activity for a problem:

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

  2. Click the Activities tab.

  1. In the Activities table window, click New Row. If a value is inserted in the Activity field, you can overwrite it. In the Activity field, click Detail Menu , and then select Go To > Go To Activities.

  2. Select an activity work order. From the Navigation Links, click Return With Value.

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

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

  2. Click Save Problem .

See Also

Add Activities

Select Labor for Activities

Report Labor Time