Activity Group

An Activity Group in ProTrack Warehouse is used to group together similar activities for reporting purposes. The options in the Maintain Activity Group screen are available depending on the user privileges. This screen helps you add, edit, search, view, and delete activity groups in the system. Also you can assign or remove activities from a group.

To access the Maintain Activity Group screen:

1. Log in to ProTrack Warehouse.

2. Select Activity Group under the Configuration menu. The Maintain Activity Group screen appears.
   
   
   ^{Fig.1 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 1. 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 2. Maintain Activity Group Tab Descriptions}

Adding Activity Group

To add a new activity group:

1. Type the Activity Group Name and Description.
   
   
   ^{Fig.2 Maintain Activity Group - Adding Activity Group}

    

2. To assign activities to the activity group click 'Assign Activity' tab.
   
   
   ^{Fig.3 Maintain Activity Group - Assign Activities}

    

3. Click 'Select Activities' and a popup screen will appear.
   
   
   <sup>Fig.4 Maintain Activity Group - Select Activities
   
    
   Fig.5 Maintain Activity Group - Searching Activities</sup>

    

4. Search for particular records by entering the Activity Name or by selecting Activity type or Standard type. Click  and the selected criteria will populate in the 'Search Results' section of the popup window.
5. Select the check box of individual activities in the list.

6. Click  and the selected activities will be listed in the selected 'Selected Activities' section.
   
   
   ^{Fig.6 Maintain Activity Group - Selected Activities}

    

7. To remove some of the activities from the activity group, select the corresponding Delete check box for that activity and click . That activity will not be assigned to the Activity Group in the system.
8. Click  to save the activity group.

Searching Activity Group

To search for particular Activity Groups:

1. Click  in the Maintain Activity Group screen and the Search Activity Group screen appears.
   
   
   ^{Fig.7 Maintain Activity Group - Searching Activity Group}

    

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

   Tips

   • To list Activity Groups with names starting with a particular character, enter the character into the field. For example, to search activity groups starting with the character 'C', enter 'C' in the Activity Group Name to list 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.

3. Click  in the Search Activity Group screen. The records for the selected criteria will be listed in the 'Activity Group Search Results' section.
   
   
   ^{Fig.8 Maintain Activity Group - Search Results}

    

Viewing & Editing Activity Group

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.

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.

   Info

   • The field Activity Group Name cannot be edited.
3. To assign activities to the activity group, click the 'Assign Activity' tab.
4. Change the required fields.

5. Click  to save the changes.

   Tips

   • If you have made the changes in the fields and do not want to save the details, click before you save the changes.
   • If you want to add an activity group at this point, click to clear the fields and to bring the screen to the add mode.

Deleting An Activity Group

To delete an activity group:

1. Search and list the activity groups in the 'Activity Group Search Results' section.
2. Select the check box to the left of the Activity Group Name that will be deleted.
   
   
   ^{Fig.9 Maintain Activity Group - Deleting An Activity Group}
    
3. Click  to delete the selected activity group(s).