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- Log in to ProTrack Warehouse.
- Select the Activity Group tab under the Maintenance menu. The Maintain Activity Group screen appears.
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image | Act Group.jpg |
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title | Fig.261 282 Maintain Activity Group |
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Maintain Activity Group Tab Description Tab | Description |
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Activity Group | Displays the details of the activity group. |
Assign Activity | Displays the activities assigned to the activity group. |
Table 6771. Maintain Activity Group Tab Descriptions
Maintain Activity Group Tab Descriptions Field | Description |
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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 6872. Maintain Activity Group Tab Descriptions - 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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- Type the Activity Group Name and Description.
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image | MAG New.jpg |
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title | Fig.283 |
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Maintain Activity Group - |
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- To assign activities to the activity group click 'Assign Activity' tab.
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image | MAG Activity.jpg |
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title | Fig.284 Maintain Activity Group - Assign Activities |
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- 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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- ' and a popup screen will appear.
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image | MAG Search Act.jpg |
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title | Fig.285 |
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Maintain Activity Group - |
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- Search for particular records by entering the Activity Name or by selecting Activity type or Standard type
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- . Click Image Added and the selected criteria will populate in the 'Search Results' section of the popup window.
- Select the Select check box of individual activities in the list.
- 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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image | MAG Select.jpg |
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title | Fig.286 |
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Maintain Activity Group - |
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- 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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- Image Added. That activity will not be assigned to the Activity Group in the system.
- 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:
- Click Search Image Added in the Maintain Activity Group screen , and the Search Activity Group screen appears.
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image | MAG Search.jpg |
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title | Fig.287 |
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Maintain Activity Group - |
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- To search for particular records, type the Activity Group Name*.*.
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- Activity Groups with names starting with a particular character,
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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' in the Activity Group Name
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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.
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- Click Image Added
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- 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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image | MAG Results.jpg |
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title | Fig.288 |
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Maintain Activity Group - |
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- If no search criteria are specified all the activity groups are listed in the 'Activity Group Search Results' section.
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Viewing & Editing Activity Group
To view and edit the activity group:
- 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.)
- 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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- The field Activity Group Name cannot be edited.
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- To assign activities to the activity group, click the Assign Activity tab.Click Select Activities link. The activities are listed in 'Search Results ' section of the Search Activity screen.
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- Assign
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- Activity
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- '
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- tab.
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- Change the required fields
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- Click Image Added to save the changes.
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- 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.
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