Support Centre

Properties

Create your attributes; design activity template and confirm recurring frequency.

Introduction

The "Properties" tab is where the activity type layout is designed and the attributes are defined. The 3 sections that need to be completed are:

  1. Properties
  2. Attributes List & Activity Design
  3. Recurring Options - only applicable to Recurring Maintenance activity type

Properties

Give your activity type a title in the 'Name' section and provide a 'Verb' which is a prefix for your activity.

Properties Section

Attributes List & Activity Design

For simplicity purposes there are 2 main components:

  1. Attributes List - Define what attributes that you would like users to enter data into for activities generated for your Activity Type.
    Read more...
  2. Activity Design - Define what attributes are being captured; Design the layout of your activity; If applicable confirm the frequency of recurring activity.
    Read more...

Recurring Options

If you have an activity type that is 'Recurring' you need to confirm: the timing, frequency and date of recurring activity. Options available are:

  1. Timing
    Timing Options
  2. Frequency
    Frequency Options
  3. Date
    Date Options

Select your option and press 'Next', which will take you to SIM Options.