Actions on Activities

You can perform following actions in the view of the activities:

• Review the list of activities.
• Start the details screen of one activity by clicking on it.
• Accepting an activity by clicking on the option Accept. The status of the activity changes to Accepted.
• Declining an activity by clicking on the option Decline. The status of the activity changes to Declined. Note that a Reason needs to be entered. All reasons of type Assignment Rejection listed in session Reasons (tcmcs0105m000) are listed. In the Decline Text additional information for the reason to decline the activity might be specified
• Starting and stopping an activity. You can click Start / Stop to register the actual start and finish time of the activity.
  Note: 

  • If the activity status is Accepted and you click Start (for the first time), the actual start time is registered, and the activity status is set to Started. The back-office planner receives an indication that you have started the activity.
  • If the activity status is Started and you click Stop, the actual stop time is registered, and the activity status is set to Stopped. This indicates that you have stopped the activity.
  • If the activity status is Stopped and you click Start (for the second time), the activity status is reset to Started and the actual stop time is cleared.
  • If you click Complete, the completion time is registered, and the status is set to Completed.
  • When you click Start, Stop or Complete option, the data synchronization with Infor LN is only triggered immediately if the Send and receive data when pausing or completing an activity field is set to Yes on the Send/Receive settings.
• Completing an activity by clicking the option Complete. The status of the activity changes to Completed.
• Start, stop, or complete multiple activities at once. To enable this functionality, activate Schedule setting ‘Enable option to start, stop or complete multiple activities at once’.
• Adding notes to an activity by clicking on the small balloon icon. Specify the note (information) related to the activity and press Add.
• Editing a note linked to an activity by clicking on the small text balloon icon. Select the note you want to modify from the list. Add or modify the information and click Update.
• Adding an Activity by clicking on the + button. Fill the activity description, Service Type and optionally the remaining fields and click on Add Activity (Windows) or Save (Android/iOS).
• Editing an Activity by clicking on the option Edit.

  You can move an activity by changing the planned start or finish date/time. When a visit has multiple activities, moving a single activity might cause the visit to be broken up into separate visits. This would happen if a visit to another customer is planned between the remaining and moved activities of the current visit.

  You can change the actual start and finish time of an activity as long as its status is not Completed.