Traverse Global v11.2 - Service Repair
Resource Activity
The Resource Activity screen allows you to view and/or edit (depending on the calling screen) activity entries associated with a resource type and ID and/or a source transaction.
- If the Resource Activity screen is opened through the Edit Activity option on the calendar, you can choose to edit one of the entries in the Entry drop-down list.
- If you select the Add Activity option from the calendar view, the Resource Activity screen will open to a blank record and allow you to enter information for a new activity entry.
- If you open the Resource Activity screen from a function outside the calendar, the Resource Activity screen will open as read-only.
- Select an activity Entry to edit, as applicable. If you are creating new activity, the first entry will be 0.
- Accept or select a Work Center ID for the activity from the drop-down list.
- Accept or select a Location ID from the drop-down list.
- Accept or select a Line from the drop-down list, as applicable. This field is optional.
- Accept or edit the Summary of the activity.
- Accept or edit the Start Date, End Date, and PWO Finish Date (expected date). NOTE: Editing the Start Date/End Date does not change the amount of time it takes to complete the activity.
- Mark the Allow Overlap check box to allow activity overlap. This allows the scheduling engine to disregard capacity when generating the schedule, which can result in over-capacity conditions. Leave the check box blank to ensure the scheduling engine takes capacity into account when generating schedules.
- Accept or edit the Description and/or Operation, as needed.
Use the command buttons:
Select | To |
---|---|
OK | Save changes to the activity, unless you are in What-if mode. |
Remove | Remove the entry from the schedule and add it to the Unassigned (unscheduled) queue. |
Complete | Change the status of the activity to 'Completed' and remove it from scheduling conflict evaluation. |
Suggest | Submit the activity to the scheduling engine to evaluate and suggest the start date/time. Updates the display with changes to the activity entry. |