Activity Group

An Activity Group in ProTrack Warehouse is used to group together similar activities reporting purposes.

Field Description

Accessing the Maintain Activity Group Screen
The options in the Maintain Activity Group screen are available depending on the user privileges. This screen helps you add, edit, search, view, delete and print activity groups in the system and also you can assign or remove activities. An Activity Group will have a minimum of two Activities assigned to it.

1. To access the Maintain Activity Group screen:

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

Maintain Activity Group
The tabs in the Maintain Activity Group screen are:

• Activity Group – shows the details of the activity group.
• Assign Activity - shows the activities assigned to the activity group. You can add or remove activities.

Add Activity Groups

1. 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.
2.  
3. To add a new activity group:

1. 1. Access the Maintain Activity Group screen (Refer Accessing Activity).
   2. Type the Activity Group Name and Description.

Maintain Activity Group - Add Activity Group

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

Maintain Activity Group - Assign Activities

• You can search for particular records by entering the Activity Name or by selecting Activity type or Standard type and by clicking Search in 'Search Activity' screen.

1. 1. Select the Select check box of individual activities in the list.
   2. Click Submit in 'Search Activity' screen*.* The selected activities will be listed in the selected 'Selected Activities' section of the Assign Activity tab.

Maintain Activity Group - Assign Activities

• If you want to remove some of the activities from the activity group, select the corresponding Delete check box for that activity and click Save. That activity will not be assigned to the Activity Group in the system.

1. 1. Click Save to save the activity group.

Search Activity Groups
The activity groups can be searched for by providing the Activity Group Name in the Search Activity Group screen.

1. To search for particular activity groups:

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

Maintain Activity Group - Search Activity Group

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

• To list the activity groups with Activity Group Names starting with a particular character, you can use the Wildcard character, '%' (to represent a group of characters). For example, to search the activity groups starting with the character 'P', enter 'P%' in the Activity Group Name field to list activity groups such as 'Picking', 'Packing' and so on.

1. 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.

Maintain Activity Group - Activity Group Search Results

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

View 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.

1. To view and edit the activity group:

1. 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.

Maintain Activity Group - Edit Activity Group

• The field Activity Group Name cannot be edited.

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

Maintain Activity Group – Assign Activities

• 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.

Maintain Activity Group - Assign Activities

• You can remove some activities by selecting the Delete check box of individual activities in 'Assign Activity' tab.
  1. Change the required fields and click Save to save the changes.

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