Activities

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In a Nutshell

The Activities Module is used to manage and create activities, such as meetings, notes, phone calls and other scheduled events.

Activities are generally associated with other module records, such as Service Calls, Sales Orders, etc.

The Activities module includes two tabs for viewing and managing Activities.

View	Description
Calendar	Shows activities by month. Days with an activity are include an indicator.
List	This tab returns a list of all activity records.

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A Closer Look

When an Activity record is selected, it will include the following information. Additionally, if a new Activity record is created, users will enter the following information:

Field	Description
Code	The Customer Code. If a user is operating Coresytems Field Service Management with an Enterprise Resource Planner (ERP) in the background, this information will come from the ERP.
Activity	Dropdown. The type of activity.
Activity Subtype	Dropdown. If applicable, the activity subtype.
Subject	Text input. The subject of the activity (example: “meeting with customer”).
Status	Dropdown. Options include: Open or Closed.
Object	Dropdown. Depending on the selction, the application will prompt the user to select a record from the Business Partner, Service Call, Activity, Sales Order, or Quotation modules, and display the relevant information.
Customer	The Customer name contained in the record selected from the Object dropdown.
Contact	The customer contact.
Office Phone	The customer office phone number.
Notes	If applicable, any notes related to the activity.
Attachments	If applicable, any attachments related to the activity, such as a photograph or a signature.
Responsible	The employee responsible for completing the activity.
Start Date	The activity start time.
End Date	The activity end time.
Duration	The total activity duration.
User-Defined Fields	If applicable, any additional user-defined fields associated with the activity.

Attention:

For iOS there is a configuration called Show conflicts where UDF values are null in Mobile app but not null in Cloud. By default the configuration is not active and will not allow visibility of all null data conflicts for UDFs (empty value of UDFs only on mobile side) that occur when syncing mobile app data to the Cloud, and direct Field Service mobile users to the conflict screen. By activating it, UDFs that have a null value on the Field Service mobile platform and not an empty value on Cloud will be displayed as conflicts.

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How do I use it?

Available Actions

Users can complete the following actions for an Activity record:

Available Action	Description
Edit	By selecting, users can edit or update the Activity record.
Create Effort	By selecting this option, users can input working time information associated with an Activity.
Create Expense	By selecting this option, users can add an expense to the Activity record.
Create Material	By selecting this option, users can add materials to the Activity.
Create Mileage	By selecting this option, users can input travel and mileage information associated with the Activity record.
Create Checklist	By selecting this option, users can associate a checklist template with the activity.
Follow-up	By selecting this option, users can create a follow-up activity.
Send as email	Converts the Activity record into an email, with the record name and predicted end date being included in the subject line.
Export	Will export activity record in iCalendar (*.ics) file format.
Close Activity	By selecting this option, the Activty status will change to “Closed”.
Reports	If there are reports associated with the Activity, the application will redirect to the relevant report.