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Activity

Activity
Activity is the nature of different processes being done in an organization. The organization will have various processes, the processes will have different stages. So the activity is created for a group of tasks and processes done on the organization. For e.g., Activity means the services offered by the center like Monthly service, Quarterly service, AMC, etc.
Path: Maintenance>Master>Activity
  1. Code: Enter the relevant code for which the activity is to be created. If the activity name is Monthly Service then the code is MNYS.
  2. Name: The name of an activity is to be entered here. The name can be any of the activities performed on the asset. For e.g, Daily Maintenance, Weekly Service, etc.
  3. Activity Type: There will be a lot of activities that can be carried out on the asset. Similar types of activities will be grouped together under the particular activity type. Select the activity type which is already created.
  4. Select the required checkboxes from the following options.
  • Is Productive: For production activities, the details of productions need to be tracked and recorded. Selecting this check box will enable to activity to track and record any kind of production in the organization.
  • Is Expense: Some of the activities will be having expenses. These expenses need to be calculated and recorded. So this expense option will give features to record the expenses made by the employee during the activities.
  • Is Travel: The employee requires to travel to the client’s place for some time.
  • Is Claim: In some instances, the employee needs to claim the amount which was spent during the activity. The claim management can be enabled for the activity once selecting this function.
  • Is Recoverable: During maintenance activities, the technician needs to carry some tools owned by the organization. To record the tools used by the technician this option needs to be selected.
  • Is Score: Few types of equipment need a quality check to ensure proper functioning. The score function can be enabled to provide a quality score to the equipment.
  • Is letter: Selecting this function will enable the activity to generate a letter if needed.

5. Recovery Percentage: Enter the recovery percentage value.

6. Bill Account: Select bill account from the picklist for any activity related to transactions.

7. Expense account: Select expense account from the picklist.

8. Item: Select the item used in the activity.

9. SKU: Select the name of the stock-keeping unit.

10. UOM: Select the unit of measurements for the item.

11. Parameter Set: Select the parameter set value from the picklist.

12. Applicable Results:

13. Applicable Stages:

14. Remarks: Enter any details regarding the activity.

15. Click the Save button.

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Activity is the set of actions performed in the product / Machinery  Maintenance.  Activity will differ from company to company based on the nature of the business.

e.g.  Feeders Cleaning

Fedder’s air conditioner units install directly into a window or wall of the home. If you notice that the unit is not cooling properly or that it is not functioning well, a dirty filter may be the cause. Fedders recommends that the filter be cleaned at least once a month or as often as every two weeks if the unit is run on a daily basis.
Users can create activities based on their needs.

Activity – UI is used to store all activities depends on the nature of the business.

Through this UI,  one can save all possible complaints. The Activity Type is the group type (grouping the activity based on its nature)

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