Configuring Your Activities

This document explains the various Activities List Data utilized within STX Solution on the Activities Option view.

Status

This is the list selected when a User creates or edits an Event, Call, or Case. Need to set the Name to display then the Order it displays in the list.

Steps
  1. Log in
  2. Select [Activities] in the upper right just to the left of your Name there is the Option Icon (gearwheels)
  3. Go to the Activities Status grid
Add
  1. Click on the [Add] button
  2. It now displays a new record
  3. Type in the Name you want to display
  4. Next, set the Order – this is order they will display in the list
  5. After making your modifications select the [Save] icon
Edit
  1. Just click on the [Edit] icon for the field you want to modify
  2. Once making your changes click the [Save] icon
Delete
  1. If you no longer want to utilize this Activities Status then click the [Trash] icon

Call Purpose

This is the list displays the list a User selects when creating a Call Log. Need to set the Name to display then the Order it appears in the list.

Steps
  1. Log in
  2. Select [Activities] in the upper right just to the left of your Name there is the Option Icon (gearwheels)
  3. Go to the Call Purpose grid
Add
  1. Click on the [Add] button
  2. It now displays a new record
  3. Type in the Purpose you want to display
  4. Next, set the Order – this is order they will display in the list
  5. After making your modifications select the [Save] icon
Edit
  1. Just click on the [Edit] icon for the field you want to modify
  2. Once making your changes click the [Save] icon
Delete
  1. If you no longer want to utilize this Call Purpose then click the [Trash] icon

Punch List Types

Like Departments these again help to identify and organize these records.

Need to set the Name to display then the Order it appears in the list.

Steps
  1. Log in
  2. Select [Activities] in the upper right just to the left of your Name there is the Option Icon (gearwheels)
  3. Now click Options Activities
  4. Go to the Punch List Type grid
Add
  1. Click on the [Add] icon
  2. It now displays a new record
  3. Type in the Type you want to display
  4. Next, set the Order – this is order they will display in the list
  5. After making your modifications select the [Save] icon
Edit
  1. Just click on the [Edit] icon for the field you want to modify
  2. Once making your changes click the [Save] icon
Delete
  1. If you no longer want to utilize this Punch List Type then click the [Trash] icon

Punch List Departments

In Projects & Service Request this helps organize your Punch List records. Need to set the Name to display then the Order it appears in the list.

Steps
  1. Log in
  2. Select [Activities] in the upper right just to the left of your Name there is the Option Icon (gearwheels)
  3. Go to the Punch List Department grid
Add
  1. Click on the [Add] button
  2. It now displays a new record
  3. Type in the Department you want to display
  4. Next, set the Order – this is order they will display in the list
  5. After making your modifications select the [Save] icon
Edit
  1. Just click on the [Edit] icon for the field you want to modify
  2. Once making your changes click the [Save] icon
Delete
  1. If you no longer want to utilize this Punch List Department then click the [Trash] icon

Case Types

This list Identifies a Cases helping to communicate. Need to set the Name to display then the Order it appears in the list.

Steps
  1. Log in
  2. Select [Activities] in the upper right just to the left of your Name there is the Option Icon (gearwheels)
  3. Go to the Case Types grid
Add
  1. Click on the [Add] button
  2. It now displays a new record
  3. Type in the Type you want to display
  4. Next, set the Order – this is order they will display in the list
  5. After making your modifications select the [Save] icon
Edit
  1. Just click on the [Edit] icon for the field you want to modify
  2. Once making your changes click the [Save] icon
Delete
  1. If you no longer want to utilize this Case Type then click the [Trash] icon

Milestones

These are utilized in Jobs to keep track of specific task required to successfully complete the project.

Steps
  1. Log in
  2. Select [Activities] in the upper right just to the left of your Name there is the Option Icon (gearwheels)
  3. Go to the Milestones grid
Add
  1. Click on the [Add] button
  2. It now displays a new record
  3. Type in the Name you want to display
  4. Next, set the Stage – relating to the various stages in the job
  5. After making your modifications select the [Save] icon
Edit
  1. Just click on the [Edit] icon for the field you want to modify
  2. Once making your changes click the [Save] icon
Delete
  1. If you no longer want to utilize this Milestone, then click the [Trash] icon

Milestones Status

Inside the job you will be able to set these statuses to a Milestone.

Steps
  1. Log in
  2. Select [Activities] in the upper right just to the left of your Name there is the Option Icon (gearwheels)
  3. Go to the Milestones Status grid
Add
  1. Click on the [Add] button
  2. It now displays a new record
  3. Type in the Name you want to display
  4. Next, set the Order – this is order they will display in the list
  5. After making your modifications select the [Save] icon
Edit
  1. Just click on the [Edit] icon for the field you want to modify
  2. Once making your changes click the [Save] icon
Delete
  1. If you no longer want to utilize this Milestone Status, then click the [Trash] icon
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