Maintaining Work Activities

The Work Activity portal is used to view and maintain work activities.

Refer to About Work Activities for more information.

You can access this portal from Menu, select Work Management, then select Work Activity. You are brought to a query portal with options for searching for specific record. Once the work activity has been selected, you are brought to the maintenance portal where you can view and maintain the selected record.

The following zones may appear as part of the portal’s Main tab page:

Work Activity: This zone provides information about the selected work activity record, such as schedule details, special handling, and accounting information.
Asset List: This zone lists the assets associated with the work activity.
Checklists: This zone displays all checklists associated with the work activity record.
Work Order Activities: This zone displays when there is more than one activity on the work order.
Outstanding PM Activity: This zone displays any outstanding preventive maintenance activities associated with the work activity record.
Notes: This zone lists notes associated with the work activity.
Attachments: This zone enables users to manage all types of attachments for the work activity record.
Asset Attachments: This zone lists attachments associated with any of the activity’s assets.
Active Warranty: This zone displays the active warranties associated with the work activity record.
Active Dependency: This zone lists the active work activities that are dependent on the current work activity record..
Scheduled Labor Requirements: This zone displays the scheduled labor requirements associated with the work activity record.
Service History: This zone displays only when there are service histories that reference this activity.
Follow Up Work: This zone displays the activities created from a service history associated with this work activity.

The following zones may appear as part of the portal’s Resources tab page:

Quick Add: This zone enables additional resources to be added to the work activity record.
Activity Resource Action: This zone displays the activity’s resources. Users can select the resource hyperlink and go to the activity’s resource requirement to make changes.
Activity Resource Detail: This zone displays resource details associated with the activity record.
Unplanned Activity Resource: This zone displays resource details generated from actual charges, like timesheets that were not planned or estimated.

The following zones may appear as part of the portal’s Cost tab page:

Activity Cost Summary: This zone displays a summary of costs associated with the work activity record.
Activity Cost Detail: This zone displays the cost details associated with the work activity record when a row from the Activity Cost Summary zone is broadcast.

The following zones may appear as part of the portal’s Permit tab page:

Activity Permit Checklists: This zone displays any permit checklists associated with the work activity.
Permit Attachments: This zone displays permit attachments associated with the work activity.
Service History Type: This zone lists planned service history types for the activity, indicating for each service history type whether it is required to be filled out or not. When an asset is in context the list shows all valid service history types for the asset.
Service History: This zone lists service history records associated with the activity and the asset in context.

The following zones may appear as part of the portal’s Completion tab page:

Asset List: This zone lists locations and assets associated with the activity, including assets installed, removed or attached as part of this activity. The zone only appears for an asset related activity. Broadcasting an asset and location row in this list sets it as the current context.
Completion Actions: This zone displays valid completion related actions that may be performed on the activity, asset and location in context.
Activity Service Histories: This zone lists all the service history records associated to the activity. This zone is always displayed, regardless if the activity has an asset on it or not.
Service History Types: This zone lists all the planned service history types for the activity. When an asset is broadcasted, all the valid service history types and condition assessment service history types associated to the assessment class for the asset in context are also displayed in the zone.
Asset Service Histories: This zone lists service history records associated with the activity and either the asset or location in context. The zone only appears after an asset or location is broadcasted.
Measurements: This zone lists measurements associated with the activity and asset in context. The zone appears only if recording measurements is applicable to the asset in context.
Completion Events: This zone lists completion event records that may have been initiated by processing completion information sent from an external system.