Contents
Activity
Path: Maintenance>Transaction>Activity Tracking the progress of various activities done by each employee in a typical day is becoming more complex as organizations grow. An activity screen is used to record the tasks and activities done by each employee in the organization. Once the tasks and activities are approved by the higher authorities, then the user can record them on the activity screen.
- Type: This displays the default transaction as per your settings. You can also change this as required.
- Number: This is the unique transaction number that is generated automatically.
- Action Date: The date of action for this transaction is specified.
- Ref Number, Date: Enter a reference number and its date if required in the fields.
- Person: Choose the employee responsible for this activity transaction.
- Period From, To: Specify the starting and ending period of this transaction.
- Now you can enter the specifics in the grid below.
- Type: Choose the type from the given list. This will filter entries in the particulars column. Select Call if this activity is based on a call. Choose Activity if this is work apart from calls.
- Particulars: Based on the type you have chosen, select the particular call/activity.
- Status: Specify the status of the transaction here. This may be Pending or Completed.
- From, To Time: Enter the starting time and ending time of the activity in From and To fields.
- Duration: Based on your from and to entries, the total duration is automatically calculated.
- Completed %: Enter an approximate estimation of the percentage of activity completed.
- Reason: If applicable, select a reason from the given list. In addition to this, you can also enter any remarks in the following field.
- Remark: Enter any remarks about the activities done.
8. Click the Save button.
Revisions
- July 3, 2021 @ 11:57:25 [Current Revision] by arul
- July 3, 2021 @ 11:57:11 by arul
- July 3, 2021 @ 11:47:10 by arul
- July 3, 2021 @ 11:45:33 by arul
- July 3, 2021 @ 11:41:53 by arul
- July 3, 2021 @ 11:41:29 by arul
- July 3, 2021 @ 11:36:35 by arul
Revision Differences
| July 3, 2021 @ 11:41:29 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Deleted: Activity | |||
| Added: <h2><strong>Activity< /strong></h2> | |||
| Deleted: Path: Maintenance> Transaction>Activity | Added: <strong>Path: Maintenance> Transaction> Activity</strong> | ||
| Added: Tracking the progress of various activities done by each employee in a typical day is becoming more complex as organizations grow. An activity screen is used to record the tasks and activities done by each employee in the organization. Once the tasks and activities are approved by the higher authorities, then the user can record them on the activity screen. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/07/Activity_ 01.png"><img class="alignnone size-full wp-image-14681" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/07/Activity_01.png" alt="" width="1125" height="385" /></a> | |||
| Added: <ol> | |||
| Added: <li><strong>Type:</strong> This displays the default transaction as per your settings. You can also change this as required.</li> | |||
| Added: <li><strong>Number: </strong>This is the unique transaction number that is generated automatically.</li> | |||
| Added: <li><strong>Action Date: </strong>The date of action for this transaction is specified.</li> | |||
| Added: <li><strong>Ref Number, Date: </strong>Enter a reference number and its date if required in the fields.</li> | |||
| Added: <li><strong>Person: </strong>Choose the employee responsible for this activity transaction.</li> | |||
| Added: <li><strong>Period From, To: </strong>Specify the starting and ending period of this transaction.</li> | |||
| Added: <li>Now you can enter the specifics in the grid below.</li> | |||
| Added: </ol> | |||
| Added: <ul> | |||
| Added: <li><strong>Type: </strong>Choose the type from the given list. This will filter entries in the particulars column. Select Call if this activity is based on a call. Choose Activity if this is work apart from calls.</li> | |||
| Added: <li><strong>Particulars: </strong>Based on the type you have chosen, select the particular call/activity.</li> | |||
| Added: <li><strong>Status: </strong>Specify the status of the transaction here. This may be Pending or Completed.</li> | |||
| Added: <li><strong>From, To Time: </strong>Enter the starting time and ending time of the activity in From and To fields.</li> | |||
| Added: <li><strong>Duration: </strong>Based on your from and to entries, the total duration is automatically calculated.</li> | |||
| Added: <li><strong>Completed %: </strong>Enter an approximate estimation of the percentage of activity completed.</li> | |||
| Deleted: Tracking the progress of various activities done by each employee in a typical day is becoming more complex as organizations grow | Added: <li><strong>Reason: </strong>If applicable, select a reason from the given list. In addition to this, you can also enter any remarks in the following field.</li> | ||
| Added: <li><strong>Remark</strong>: Enter any remarks about the activities done.</li> | |||
| Added: </ul> | |||
| Added: <p style="padding-left: 30px;">8. Click the Save button.</p> | |||
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