QRC - Working with Activities

OVERVIEW

Activities are tasks that need to be performed at a specific location, assigned to a Resource, and then monitored in terms of their progress. The Activity screen displays all activities that currently have a status of Unassigned, Dispatched, In Progress, and Completed.

ADD AN ACTIVITY

1. Log in to Fleet Complete
2. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel 
3. Click the Tasks menu item
4. Click the Dispatch submenu item
5. Click the Add button 
6. In the New Activities screen, click the From Calendar button to select the From date of the activity 
7. Click the first Clock button to specify the begin time for the activity 
8. Click the To Calendar button to select the To date of the activity
9. Click the second Clock button to specify the end time for the activity
10. In the Resource field, type a resource Description to assign the resource to the activity
11. Type the Activity Title
12. Type the activity location in the Address fields
13. Type the Contact Name as necessary
14. Type the Phone Number as necessary
15. Type any Notes pertaining to the activity for the resource
16. Click the Save button 

MANAGE ACTIVITIES

In the Activities screen, the status of an activity is displayed as Unassigned, Dispatched, In Progress, and Completed.

1. The Activities screen displays notifications in the upper right corner when they are rejected by the resources.
2. Once an activity is rejected, it displays in the Unassigned section and a red X displays to the left of the name of the resource that rejected the activity

MANAGE UNASSIGNED AND REJECTED ACTIVITIES

For activities that are unassigned or have been rejected by the resource, they can be assigned or re-assigned from the Activities screen

1. In the Activities screen, click an activity to be assigned
2. Click the Pencil button to edit the activity
3. Alternatively, click Assign Resource for the activity

ACCESS HISTORY

The History tab in the Activities screen displays all Completed and Cancelled activities and are organized chronologically based on the end date and time of the activity

1. Log in to Fleet Complete
2. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel 
3. Click the Tasks menu item
4. Click the History submenu item
5. Use the Search field to locate an activity by it’s Description and then click the spy glass button

ACCESS TIME CARDS

The Time Card report tracks the day of a Resource and is used in conjunction with the Fleet Complete Task Tracker solution. The Time Card report displays the resource’s schedule and start time. It also displays date, end time, shift duration, number of breaks, time on break, and total time worked minus breaks.

1. Log in to Fleet Complete
2. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel 
3. Click the Tasks menu item
4. Click the Time Cards submenu item
5. Click the first Calendar button to select the From date of an activity
6. Click the second Calendar button to select the To date of the activity

TO LEARN MORE ABOUT ACTIVITIES

To learn more about Activities, click the Help button located in the top right-hand corner of the tracking screen and perform a keyword search.