How to Generate Routine Activities

Damien Turnbull
Damien Turnbull
  • Updated

Overview

Routine Activities (RAs) are the inspection jobs that need to be carried out on a periodic basis. RAs need to be generated regularly and are based upon the Product Inspection periods set up against the Properties.

An RA can be assigned to one or more Employees where they will be available on the mobile application for Technicians to update.

Generating a Routine Activity

1. Open the 'Routine Activities' search screen from the menu

2. Select 'Generate' to open the Routine Activity Generation screen.

3. Enter the Date Range for which you wish to generate Routine Activities for and select 'Generate'.

4. Upon completion which might take a little while, you can view the created Routine Activities by selecting 'Show Generated RAs'. This will take you to the Routine Activities screen where the records will be filtered by today's date.

Was this article helpful?

1 out of 1 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.