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  1. Log in to ProTrack Warehouse.
  2. Select the Activity Group tab under the Maintenance menu. The Maintain Activity Group screen appears.

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    imageAct Group.jpg
    titleFig.261 Maintain Activity Group


    Maintain Activity Group Tab Description

    Tab

    Description

    Activity Group

    Displays the details of the activity group.

    Assign Activity

    Displays the activities assigned to the activity group.

    Table 67. Maintain Activity Group Tab Descriptions
    Maintain Activity Group Tab Descriptions

    Field

    Description

    Activity Group Name

    Type the activity group name, which is alphanumeric (Combination of Alphabets and Numbers)

    Description

    Describe the activity group, which should not exceed 250 characters

    Table 68. Maintain Activity Group Tab Descriptions
  3. You can add a new activity group using 'Activity Group' tab of Maintain Activity Group screen. You can add activities to the Activity Groups using 'Assign Activity' tab of Maintain Activity Group screen. Each activity group should have at least two activities.
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Adding Activity Group

To add a new activity group:

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  1. Type the Activity Group Name and Description.

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  1. imageMAG New.jpg
    titleFig.262

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  1. Maintain Activity Group -

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  1. Adding Activity Group


  2. To assign activities to the activity group click 'Assign Activity' tab.

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    imageMAG Activity.jpg
    titleFig.263 Maintain Activity Group - Assign Activities


  3. Click 'Select Activities link in 'Assign Activity' tab. The activities will be listed in 'Search Results' section of the Activity Search screen.

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  1. ' and a popup screen will appear.

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    imageMAG Search Act.jpg
    titleFig.264

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  1. Maintain Activity Group -

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  1. Searching Activities

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  1. Search for particular records by entering the Activity Name or by selecting Activity type or Standard type

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  1. . Click Image Added and the selected criteria will populate in the 'Search Results' section of the popup window.
  2. Select the Select check box of individual activities in the list.
  3. Click Submit in 'Search Activity' screen*.* The Image Added and the selected activities will be listed in the selected 'Selected Activities' section of the Assign Activity tab.

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  1. imageMAG Select.jpg
    titleFig.265

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  1. Maintain Activity Group -

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  1. Selected Activities

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  1. To remove some of the activities from the activity group, select the corresponding Delete check box for that activity and click

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  1. Image Added. That activity will not be assigned to the Activity Group in the system.
  2. Click Save Image Added to save the activity group.

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Searching Activity Group


To search for particular

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Activity Groups:

  1. Click Search Image Added in the Maintain Activity Group screen , and the Search Activity Group screen appears.

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  1. imageMAG Search.jpg
    titleFig.266

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  1. Maintain Activity Group -

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  1. Searching Activity Group


  2. To search for particular records, type the Activity Group Name*.*.

    Tip
    titleTips
    • To list

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    • Activity Groups with names starting with a particular character,

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    • enter the

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    • character into the field. For example, to search

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    • activity groups starting with the character '

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    • C', enter '

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    • C' in the Activity Group Name

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    • to list

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    • activity groups with names starting with C.
    • If no search criteria are specified all the activity groups will be listed in the 'Activity Group Search Results' section.

  1. Click Image Added

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  1. Click Search in the Search Activity Group screen. The records for the selected criteria will be listed in the 'Activity Group Search Results' section of the Maintain Activity Group screen.

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  1. image

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  1. imageMAG Results.jpg
    titleFig.267

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  1. Maintain Activity Group -

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  1. Search Results
  • If no search criteria are specified all the activity groups are listed in the 'Activity Group Search Results' section.


Viewing & Editing Activity Group

Anchor_Toc133051346_Toc133051346View and Edit Activity Group
The activity groups can be viewed and edited from the 'Activity Group Search Results' section in the Maintain Activity Group screen. The activity groups can be viewed or edited based on the privileges of the user.
To view and edit the activity group:

  1. Search and list the activity groups you want to view or edit in the 'Activity Group Search Results' section by providing a search criteria (Refer Search Activity Groups.)
  2. Click the Activity Group Name from the 'Activity Group Search Results' section. The details of the activity group appear in the corresponding fields in the Maintain Activity Group screen.

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  1. Info

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  1. title

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  1. Info
    • The field Activity Group Name cannot be edited.

  2. To assign activities to the activity group click the Assign Activity tab.
  3. Click Select Activities link. The activities are listed in 'Search Results' section of the Search Activity screen.

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  • You can search particular records by typing the Activity Name or by selecting an Activity or Standard type.
    1. Select the Select check box of individual activities in the list
    2. Click Submit. The selected activities will be listed in the selected 'Selected Activities' section of Assign Activity tab.

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  1. , click the 'Assign Activity' tab.
  2. Change the required fields

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  1. .
  2. Click Image Added to save the changes.

    Tip
    titleTips
    • If you have made the changes in the fields and do not want to save the details, click

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    • Image Added before you save the changes.
    • If you want to add an activity group at this point, click

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    • Image Added to clear the fields and to bring the screen to the add mode.