Viewing Activities for a Premise

When you access the Premise screen, you can view specific field and premises-related activities that the utility has had. The Activity panel displays the most recent field and premises-related activities, and includes a View all activities link at the bottom.

These activities can be specific types of tasks performed by utility field personnel, such as the manual installation of a physical meter, severance processes, and stopping, starting, or transferring service. Once created, field activities are sent to a field work system, where they are scheduled and assigned to a field work crew. When the task is completed by the crew, the field work system sends a response, and the field activity is updated. They can also be activities such as a customer call or chat that are specifically associated with the premises. For example, a call about a broken meter might be associated with the premises rather than the customer or contact that calls in to report the broken meter.

Note:

Only activities that are directly associated with the premises, and not directly associated with the customer or contact, are displayed here. For example, a phone call from a customer might not appear here if it is associated directly with the customer. How activities are associated to an entity is determined in your CIS.

When you click the View All Activities link, the Activities drawer opens on the right of the screen, and includes a longer list of activities. You can use the Filter By button to refine your activity list to specific categories.

By default, the list displays activity records in six-month increments for the past three years. You can use the Date Range button to enter a more specific time frame. For example, if your system is set up to display two years of historical data, you cannot search for activities that happened more than two years ago.

View Activities from the Premise Screen

To view activities from the Premise screen:

1. Access the Premise screen.
2. View the most recent activities in the Activities section, or click the View All Activities link to open the Activities drawer on the right of the screen.
3. To filter records by activity type, click the Filter By button, click on the activity types that you want to view, and then click Apply.
4. To filter records by date range, click the Date Range button, use the calendars to select a date range of six months or less within the last three years, and then click Apply.
5. The system displays all activity records that match your filter criteria. You can scroll down the list to view each activity.
6. Click on an activity to view additional details or to access the record.
7. To clear filters or date range search criteria, click either the Filter By or Date Range buttons, and then click Reset. The search results then include all records for the time frame configured by your utility.