Activities - Revision history

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:29:06Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:29, 4 March 2020
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	Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

	[[File:EPOD-Activities1.PNG\|~~1000px~~\|border]]		[[File:EPOD-Activities1.PNG\|900px\|border]]
	<br />''Service Activities Search Panel and Results table''<br />		<br />''Service Activities Search Panel and Results table''<br />

Anw: Minor correction

2019-04-04T09:40:27Z

Minor correction

← Older revision		Revision as of 11:40, 4 April 2019
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	== Uploading Activities ==		== Uploading Activities ==
			The screen allows upload functions - you can access these by pressing the '''Upload''' button. You can hide the upload buttons by pressing the '''Hide''' button.

	The screen allows you to upload activities through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows you to upload activities through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

Anw: Passive voice

2019-04-03T16:30:27Z

Passive voice

← Older revision		Revision as of 18:30, 3 April 2019
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	This screen provides all details of the Service Activities in the ''CALIDUS'' eSERV system.		This screen provides all details of the Service Activities in the ''CALIDUS'' eSERV system.

	This screen allows ~~the users~~ to maintain the Service Activities within the system.		This screen allows you to maintain the Service Activities within the system.

	This ~~page~~ provides functionality to ~~View~~, ~~Create~~ and ~~Edit Service Activities~~.		This screen provides functionality to view, create and edit service activities.

	~~The screen allows users to~~ filter data by:		You can filter data by:
	* Activity Code		* ''Activity Code''.
	* Description		* ''Description''.
	* Status		* ''Status'' - a drop-down list of ''Active'' or ''Inactive''.
	* Status - a drop-down list of Active or Inactive.

	Once ~~the filter information is~~ entered ~~and~~ the '''Search''' ~~button is pressed,~~ all matching ~~activities are displayed in a table below~~.		Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

	[[File:EPOD-Activities1.PNG\|1000px\|border]]		[[File:EPOD-Activities1.PNG\|1000px\|border]]
	<br />''~~Serviec~~ Activities Search Panel and Results table''<br />		<br />''Service Activities Search Panel and Results table''<br />

	~~<!-- Alternatively, clicking '''Create Excel Spreadsheet''' will export the activities data - functionality differs~~ per ~~browser used to access the Admin system, the likely result being that the resulting file will be offered for download.~~		Each service activity found is displayed per single line.
	~~-->~~
	A single line ~~is displayed per Service Activity found~~.

	<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.		<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
	-->		-->
	~~Details~~ shown are:		The columns shown are:
	* Code - the activity code.		* ''Code'' - the activity code.
	* Description - a longer description of the activity.		* ''Description'' - a longer description of the activity.
	* Status - Active or Inactive. ~~Only Active~~ activities ~~may be used when drivers complete services~~.		* ''Status'' - ''Active'' or ''Inactive''. Engineers can only use active activities.


	== Uploading Activities ==		== Uploading Activities ==
	The screen allows activities ~~to be uploaded~~ through a spreadsheet template file. ~~This~~ can ~~be obtained~~ by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows you to upload activities through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

	~~Activities~~ data ~~may then be entered~~ into ~~the~~ template and ~~saved~~, external to the application. Alternatively, ~~this template may be generated from~~ an external system. Regardless, this data ~~may then be uploaded~~ into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''		You can then enter activities data into this template and save it there, external to the ''CALIDUS'' ePOD application. Alternatively, an external system could generate a file to upload in this format. Regardless, you can then upload this data into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''.

	The success or failure of the upload ~~will be indicated~~ in a message on the button panel at the top of the screen ~~and~~ detailed results ~~may be downloaded~~ using the provided '''Download Results Spreadsheet''' button.		The screen will indicate the success or failure of the upload in a message on the button panel at the top of the screen - you can download detailed results using the provided '''Download Results Spreadsheet''' button.


	== New Activities ==		== New Activities ==
	~~The screen allows~~ new activities ~~to be created,~~ by pressing the provided '''New''' button at the top of the screen.		You can create new activities by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-Activities4.PNG\|border]]		[[File:EPOD-Activities4.PNG\|border]]
	<br />''New Service Activities Pop-up''<br />		<br />''New Service Activities Pop-up''<br />

	~~The~~ following details ~~may be entered~~:		You can enter the following details:
	* Code - the activity code.		* ''Code'' - the activity code.
	* Description - a longer description of the activity.		* ''Description'' - a longer description of the activity.
	* Status - A drop-down list of Active or Inactive. ~~Only Active~~ activities ~~may be used when drivers complete services~~.		* ''Status'' - a drop-down list of ''Active'' or ''Inactive''. Engineers can only use active activities.

	A '''Save''' ~~button is provided~~ to save the ~~entered data. Clicking~~ '''Close''' ~~will discard~~ the ~~new activity~~.		When changes are complete, you can click '''Save''' to save the changes, or '''Close''' to close the pop-up without saving the changes.


	== View/Edit Activities ==		== View/Edit Activities ==
	~~The activities~~ can ~~be viewed~~ and ~~edited~~ by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the activity.		You can view and edit activities by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the activity.

	[[File:EPOD-Activities3.PNG\|border]]		[[File:EPOD-Activities3.PNG\|border]]
	<br />''View/Edit Service Activity Pop-up''<br />		<br />''View/Edit Service Activity Pop-up''<br />

	~~The~~ activity ~~may be edited~~ by clicking the provided '''Edit''' button.		You can edit the activity by clicking the provided '''Edit''' button.


	~~The following fields may be edited here:~~
	* Description - a longer description of the activity.
	* Status - A drop-down list of Active or Inactive. Only Active activities may be used when drivers complete services.

	A '''~~Save~~''' ~~button is provided to save the edited values~~.		You can edit the following fields:
			* ''Description'' - a longer description of the activity.
			* ''Status'' - a drop-down list of Active or Inactive. Engineers can only use active activities.

	~~A '''Delete''' button is provided to delete the activity.~~

	~~Changes may be discarded by clicking~~ the '''~~Close~~''' or '''~~Cancel~~''' ~~buttons~~.		When changes are complete, you can click '''Save''' to save the changes. If you don't want to save your changes, you can click '''Cancel''' to stop editing, or '''Close''' to close the pop-up without saving the changes.

			You can click the '''Delete''' button to delete the activity - the screen will ask you to confirm before the activity is deleted.

	[[Category:UG 291094 EPOD Admin User Guide\|300_130]]		[[Category:UG 291094 EPOD Admin User Guide\|300_130]]

Anw: Updated based on version 4.0.02.00

2017-12-20T10:07:04Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 12:07, 20 December 2017
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	~~<!--~~ == Uploading Activities ==		== Uploading Activities ==
	The screen allows activities to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows activities to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

Line 34:		Line 34:

	The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.		The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.
	~~-->~~

	== New Activities ==		== New Activities ==

Anw: Picture resolution

2017-11-29T08:32:10Z

Picture resolution

← Older revision		Revision as of 10:32, 29 November 2017
Line 13:		Line 13:
	Once the filter information is entered and the '''Search''' button is pressed, all matching activities are displayed in a table below.		Once the filter information is entered and the '''Search''' button is pressed, all matching activities are displayed in a table below.

	[[File:EPOD-Activities1.PNG\|~~600px~~\|border]]		[[File:EPOD-Activities1.PNG\|1000px\|border]]
	<br />''Serviec Activities Search Panel and Results table''<br />		<br />''Serviec Activities Search Panel and Results table''<br />

Line 39:		Line 39:
	The screen allows new activities to be created, by pressing the provided '''New''' button at the top of the screen.		The screen allows new activities to be created, by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-Activities4.PNG~~\|600px~~\|border]]		[[File:EPOD-Activities4.PNG\|border]]
	<br />''New Service Activities Pop-up''<br />		<br />''New Service Activities Pop-up''<br />

Line 53:		Line 53:
	The activities can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the activity.		The activities can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the activity.

	[[File:EPOD-Activities3.PNG~~\|600px~~\|border]]		[[File:EPOD-Activities3.PNG\|border]]
	<br />''View/Edit Service Activity Pop-up''<br />		<br />''View/Edit Service Activity Pop-up''<br />

Anw at 12:34, 14 July 2016

2016-07-14T12:34:44Z

← Older revision		Revision as of 14:34, 14 July 2016
Line 16:		Line 16:
	<br />''Serviec Activities Search Panel and Results table''<br />		<br />''Serviec Activities Search Panel and Results table''<br />

	Alternatively, clicking '''Create Excel Spreadsheet''' will export the activities data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.		<!-- Alternatively, clicking '''Create Excel Spreadsheet''' will export the activities data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.
			-->
	A single line is displayed per Service Activity found.		A single line is displayed per Service Activity found.

Anw: Updated from Admin v3.3.0.1

2016-07-14T12:27:38Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 14:27, 14 July 2016
Line 1:		Line 1:
	This screen provides all details of the Service ~~Products~~ in the ''CALIDUS'' eSERV system.		This screen provides all details of the Service Activities in the ''CALIDUS'' eSERV system.

			This screen allows the users to maintain the Service Activities within the system.

	This page provides functionality to View, Create and Edit Service Activities.		This page provides functionality to View, Create and Edit Service Activities.

	~~Users are able~~ to filter data by:		The screen allows users to filter data by:
	* Activity Code		* Activity Code
	* Description		* Description
	* Status		* Status
			* Status - a drop-down list of Active or Inactive.

			Once the filter information is entered and the '''Search''' button is pressed, all matching activities are displayed in a table below.

	[[File:EPOD-Activities1.PNG\|600px\|border]]		[[File:EPOD-Activities1.PNG\|600px\|border]]
			<br />''Serviec Activities Search Panel and Results table''<br />

			Alternatively, clicking '''Create Excel Spreadsheet''' will export the activities data - functionality differs per browser used to access the Admin system, the likely result being that the resulting file will be offered for download.

	~~When the criteria in entered and the '''Search''' button~~ is ~~pressed, the screen displays a grid:~~		A single line is displayed per Service Activity found.

	~~[[File~~:~~EPOD~~-~~Activities2~~.~~PNG\|600px\|border]]~~		<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
			-->
			Details shown are:
			* Code - the activity code.
			* Description - a longer description of the activity.
			* Status - Active or Inactive. Only Active activities may be used when drivers complete services.

	~~A single line is displayed per Service Activity found.~~

			<!-- == Uploading Activities ==
			The screen allows activities to be uploaded through a spreadsheet template file. This can be obtained by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

			Activities data may then be entered into the template and saved, external to the application. Alternatively, this template may be generated from an external system. Regardless, this data may then be uploaded into the system by selecting the file (using the '''Choose File''' selector on the screen), then clicking '''Upload Excel Spreadsheet'''

			The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.
			-->

	The ~~items in the grid can~~ be ~~edited~~ by ~~clicking~~ the '''~~Select~~''' ~~then '''Edit''' buttons~~.		== New Activities ==
			The screen allows new activities to be created, by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-~~Activities3~~.PNG\|600px\|border]]		[[File:EPOD-Activities4.PNG\|600px\|border]]
			<br />''New Service Activities Pop-up''<br />

			The following details may be entered:
			* Code - the activity code.
			* Description - a longer description of the activity.
			* Status - A drop-down list of Active or Inactive. Only Active activities may be used when drivers complete services.

	~~The~~ data ~~that may be edited here is:~~		A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new activity.
	* Status (through a drop-down list)
	* Description

	~~A '''Save''' button is provided to save edited values.~~

	A '''~~Delete~~''' button ~~is provided to delete~~ the ~~Activity selected~~.		== View/Edit Activities ==
			The activities can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the activity.

	~~Changes may be discarded by clicking the '''Close''~~' or '''~~Cancel''' buttons.~~		[[File:EPOD-Activities3.PNG\|600px\|border]]
			<br />''View/Edit Service Activity Pop-up''<br />

			The activity may be edited by clicking the provided '''Edit''' button.


	~~A '''New''' button is provided on the header to allow~~ the ~~user to enter new Service Activities~~.		The following fields may be edited here:
	~~When this is pressed, the screen allows the user to enter the details:~~		* Description - a longer description of the activity.
			* Status - A drop-down list of Active or Inactive. Only Active activities may be used when drivers complete services.

	~~[[File:EPOD-Activities4~~.~~PNG\|600px\|border]]~~		A '''Save''' button is provided to save the edited values.

	~~This will be validated that this Activity Code are not a duplicate for a site. If so, an error will be displayed and~~ the ~~data will not be saved~~.		A '''Delete''' button is provided to delete the activity.

	A '''~~Save~~''' ~~button is provided to save the data, while the~~ '''~~Close~~''' ~~button will discard the new Activity~~.		Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.


	[[Category:UG 291094 EPOD Admin User Guide\|300_130]]		[[Category:UG 291094 EPOD Admin User Guide\|300_130]]

Anw: Created page with "This screen provides all details of the Service Products in the ''CALIDUS'' eSERV system. This page provides functionality to View, Create and Edit Service Activities. Users ar..."

2014-10-16T13:59:14Z

Created page with "This screen provides all details of the Service Products in the ''CALIDUS'' eSERV system. This page provides functionality to View, Create and Edit Service Activities. Users ar..."

New page

This screen provides all details of the Service Products in the ''CALIDUS'' eSERV system.

This page provides functionality to View, Create and Edit Service Activities.

Users are able to filter data by:
* Activity Code
* Description
* Status

[[File:EPOD-Activities1.PNG|600px|border]]

When the criteria in entered and the '''Search''' button is pressed, the screen displays a grid:

[[File:EPOD-Activities2.PNG|600px|border]]

A single line is displayed per Service Activity found.

The items in the grid can be edited by clicking the '''Select''' then '''Edit''' buttons.

[[File:EPOD-Activities3.PNG|600px|border]]

The data that may be edited here is:
* Status (through a drop-down list)
* Description

A '''Save''' button is provided to save edited values.

A '''Delete''' button is provided to delete the Activity selected.

Changes may be discarded by clicking the '''Close''' or '''Cancel''' buttons.

A '''New''' button is provided on the header to allow the user to enter new Service Activities.
When this is pressed, the screen allows the user to enter the details:

[[File:EPOD-Activities4.PNG|600px|border]]

This will be validated that this Activity Code are not a duplicate for a site. If so, an error will be displayed and the data will not be saved.

A '''Save''' button is provided to save the data, while the '''Close''' button will discard the new Activity.

[[Category:UG 291094 EPOD Admin User Guide|300_130]]