- Type: The default transaction type as per the settings is displayed in this field. And it can be changed as required.
- Number: The activity number is a unique transaction number that is generated automatically once filling in all the details.
- Action Date: The date of action for this activity is needed to be entered in this field.
- 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.
- Click the Save to button to record the activity.
Contents
Revisions
- October 20, 2021 @ 12:13:03 [Current Revision] by vv
- October 20, 2021 @ 12:13:03 by arul
- October 20, 2021 @ 12:12:56 [Autosave] by arul
- October 16, 2021 @ 09:20:59 by arul
- October 16, 2021 @ 07:08:22 by arul
- October 16, 2021 @ 05:09:52 by arul
- October 16, 2021 @ 04:59:05 by arul
- December 20, 2017 @ 03:44:06 by arul
- October 15, 2015 @ 05:06:28 by vv
- October 15, 2015 @ 05:05:51 by vv
- October 15, 2015 @ 05:05:01 by vv
Revision Differences
| December 20, 2017 @ 03:44:06 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Added: Each and every day there are numerous actions performed in the organization. And keeping track of changes manually can be a cumbersome task. | |||
| Added: The activity log feature in Goodbooks HRMS automates this process by tracking and storing information. | |||
| Deleted: | Added: The activity screen is used to record transactions of calls and activities. Keep track of time and status of completion for calls and activities using this screen. | ||
| Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/10/act.png"><img class="alignnone size-full wp-image-5250" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/10/act.png" alt="act" width="1429" height="523" /></a> | Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2015/10/act.png"><img class="alignnone size-full wp-image-5250" src="http://help.goodbookserp.com/ wp-content/uploads/ 2015/10/act.png" alt="act" width="1429" height="523" /></a> | ||
| Added: | |||
| Added: <ol> | |||
| Added: <li><strong>Type: </strong>The default transaction type as per the settings is displayed in this field. And it can be changed as required.</li> | |||
| Added: <li><strong>Number: </strong>The activity number is a unique transaction number that is generated automatically once filling in all the details.</li> | |||
| Added: <li><strong>Action Date: </strong>The date of action for this activity is needed to be entered in this field.</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> | |||
| Deleted: <strong>Fields & its description</strong> | Added: <li>Now you can enter the specifics in the grid below. | ||
| Unchanged: <ul> | Unchanged: <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> | |||
| Deleted: <li><strong> | 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> | |||
| 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> | |||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Deleted: This displays the default transaction as per your settings. You can also change this as required. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Number< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: This is the unique transaction number which is generated automatically. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Action Date</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: The date of action for this transaction is specified. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Ref Number, Date</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Enter a reference number and its date if required in the fields. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Person< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Choose the employee responsible for this activity transaction. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Period From, To</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Specify the starting and ending period of this transaction. | |||
| Deleted: Now you can enter the specifics in the grid below. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Type< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: 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. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Particulars< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Based on the type you have chosen, select the particular call/activity. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Status< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Specify the status of the transaction here. This maybe Pending or Completed. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>From, To Time</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Enter the starting time and ending time of the activity in From and To fields. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Duration< /strong></li> | |||
| Deleted: </ | Added: </li> | ||
| Deleted: Based on your from and to entries, the total duration is automatically calculated. | Added: <li>Click the <strong>Save</strong> to button to record the activity.</li> | ||
| Deleted: <ul> | |||
| Deleted: <li><strong>Completed %</strong></li> | |||
| Deleted: </ul> | |||
| Deleted: Enter an approximate estimation of the percentage of activity completed. | |||
| Deleted: <ul> | |||
| Deleted: <li><strong>Reason< /strong></li> | |||
| Deleted: </ul> | |||
| Deleted: If applicable, select a reason from the given list. In addition to this, you can also enter any remarks in the following field. | |||
| Deleted: Steps to enter the Activity report: | |||
| Added: </ol> | |||
| Unchanged: | Unchanged: | ||
| Unchanged: | Unchanged: | ||
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