Generating Repair Activities for Repair Records

You select an activity template for an activity plan to generate repair activities for a repair record. For more information about activity templates, see Creating Activity Templates.

To generate repair activities for a repair record

1. Navigate to the Repairs screen.

2. Drill down on the Repair number (#) field for a selected repair, and click the Activity Plans view tab.

3. In the Activity Plans list, create a new activity plan record, and complete the fields as appropriate.

   When you save the record, the Activities list is populated with the repair activities in the template that you select.