Activities: Difference between revisions

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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|900px|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 upload functions - you can access these by pressing the '''Upload''' button. You can hide the upload buttons by pressing the '''Hide''' button.


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 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.
 
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 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.


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 ==
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]]

Latest revision as of 13:29, 4 March 2020

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

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

This screen provides functionality to view, create and edit service activities.

You can filter data by:

  • Activity Code.
  • Description.
  • Status - a drop-down list of Active or Inactive.

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.

EPOD-Activities1.PNG
Service Activities Search Panel and Results table

Each service activity found is displayed per single line.

The columns shown are:

  • Code - the activity code.
  • Description - a longer description of the activity.
  • Status - Active or Inactive. Engineers can only use active 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.

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 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

You can create new activities by pressing the provided New button at the top of the screen.

EPOD-Activities4.PNG
New Service Activities Pop-up

You can enter the following details:

  • Code - the activity code.
  • Description - a longer description of the activity.
  • Status - a drop-down list of Active or Inactive. Engineers can only use active activities.

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

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.

EPOD-Activities3.PNG
View/Edit Service Activity Pop-up

You can edit the activity by clicking the provided Edit button.


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.


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.

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