When Start Field Activities Are Created

Field activities will be created when the pending start service agreement is created if the following conditions are true:

  • The Create Field Activity Start Stop switch is enabled on the installation record. Refer to Installation Options - Main for more information.
  • The appropriate create fieldwork creation algorithm is defined on the service agreement's SA type. Refer to SA Type - Algorithms for more information.

If the Create Field Activity Start Stop switch is NOT enabled on the installation record, field activities will NOT be created when the pending start is saved. Rather, a background process (PSASPM) creates the field activities shortly before the start date. The number of days before the start date on which field activities will be created is defined on the service agreement's SA type's fieldwork creation algorithm.

Note:

A fail safe. If any person or process attempts to activate a pending start service agreement and neither of the above events has taken place, field activities will be created when the user attempts to activate the pending start. The creation of the field activities will prevent the service agreement from being activated as described under The System Activates Most Service Agreements Behind The Scenes.

Warning:

Field activities will only be created if you have defined the appropriate field work creation algorithm on the service agreement's SA type. The algorithm that is supplied with the base package checks if the service agreement / service point already has a start read or a start field activity , if so, field activities will not be created (the field work has already been initiated).