Exact Synergy Enterprise

Overview of activity types for Service management

Menu path

Service management à Setup à General à Activity types 

Introduction

On this page, you can view a list of service activity types that have been created. Activity types are used in service requests to identify the type of service. Examples of activity types are installation, repair, maintenance, preventive maintenance, calibration, and others. The default hour type and time period are used to pre-fill the resource planning lines during the entry of service activity, and speed up the service intake process.

Roles and rights

All users can view the activity types.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I create activity types?

1. On the Service: Activity types page, define the division at Division under the Criteria section.
2. Click New. For more information, see Creating and maintaining activity types for Service management.

How do I edit activity types?

1. On the Service: Activity types page, define the division at Division under the Criteria section.
2. Click Refresh.
3. Select the required activity type under the Code column. For more information, see Creating and maintaining activity types for Service management.

How do I delete activity types?

1. On the Service: Activity types page, define the division at Division under the Criteria section.
2. Click Refresh.
3. Select the required check box(es) of the activity type(s) to be deleted.
4. Click Delete. A message “Are you sure that you want to delete this record?” will be displayed.
5. Click OK.

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