Select an Activity

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

To select an activity for a service request:

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

2. In the Time Tracking table window, click New Row.

3. In the Activity field, click Detail Menu , then select Go To > Go To Activities.

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

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

5. Click Save Service Request .

See Also

Select Labor for Activities

Report Labor Time