Generic Activity Window

How Performed

Use to specify the way in which the activity was performed.

Typical choices include EMail, Phone, Fax, etc.

NOTE: Unlike most of the other fields, the items appearing on the drop list for this field are the same regardless of the activity being performed.

Explanation

Use to specify the reason the activity was performed or simply to provide more information about the activity.

Result

Use to specify the outcome of the activity (e.g., what was the result of performing this activity).

Notes

This is a free-form field allowing you to add any comments concerning the activity. Click the  icon to expand the field in a re-sizable dialog where you can enter and view all your text and use spell checking. Click here for more information about the re-sizable dialog and spell checking.

Performed By

Completed Date/Time

Scheduled Date/Time

Performed By indicates the staffing service rep that actually performed the activity (which might not be the person who created the activity). This field defaults to the current user when the activity is completed, but can be changed. Click to open a Look Up Staffing Service Rep dialog and find a different staffing service rep for the Performed By field.

Completed Date/Time indicates the date and time that the activity was concluded. This defaults to the current date and time that the activity was completed, but can be changed. This field only becomes active when all required fields have been completed.

In general, users are allowed to modify the Completed Date and Time of all activities which are not yet completed, and users are never able to modify the Completed Date and Time of activities that are completed. Users who want to compare the Completed Date and Time that was entered by the user who saved the activity (in the user’s time zone) to the system date and time that the save was recorded by the system can look on the Details tab of the Activity Base screen. The System Completed date and time recorded there is the time the server recorded that the activity was completed and saved (in the server’s time zone).

Scheduled Date/Time allows you to leave an activity open to be completed at a later date. The item will then show up on the staffing service rep's task list on the date specified as a pending activity. This field only becomes active when at least one required field has not been completed.

Associations

For each activity, there is at least one association. At its simplest, an employee activity must be associated with an employee. However, other activities require various associations. While most of these are self-explanatory, specific association requirements are listed on the activity's page in this help file.

To access an employee, company or vendor look up wizard, click .

To select an order, assignment, position or company rep from a list, click .

NOTE: If this activity is associated with a position, the name "Position" will appear instead of the "Assignment" field in the screen shot above.

If any employee, company, order, assignment/position, company rep or vendor is in currency when you create the activity, it will automatically default into the Associations' fields.

Entered By

Date/Time

These read-only fields display the name of the rep who entered (but not necessarily completed) the activity and the date and time is was created.

These fields are automatically generated by the system and may not be edited.

Exchange Integration

This allows you to copy the activity to your Exchange calendar.

NOTE: You can only access this feature if:

• Activity Integration is set up at the Staffing Service level and....

• The current user is set up for Activity Integration

If either one of the above items is not true, then the fields in the Exchange Integration area will be grayed out (inaccessible).

If you have access to these fields, place a check in the Copy Activity field to copy the activity to your Exchange mailbox calendar. StaffSuite uses the Scheduled Date/Time fields to identify where the activity should appear on your calendar. The Duration field indicates how long the activity should take (in minutes). This will cause Exchange to block off that time on your Exchange calendar.

NOTE: The activity is not actually sent to Exchange until the OK button is clicked, saving the activity.

Next Activity to Do

This section allows you to set up an activity to follow-up on the current activity. For example, you may decide that you want to follow up a Fill Assignment activity with a QC (Quality Control) call.

In the Activity field, use to select the next activity to perform from a list of activities.

In the Date/Time field, use to select the date (click here for more information about StaffSuite's calendar) and enter the time that you would like the next activity to occur (this is the date/time it will show up on your Task List and perhaps, your Exchange calendar).

If you want this activity to recur from time to time, click the Recurring button. You will be presented a window that allows you to set up the activity to recur every x number of days, every x day of the week, every x day of the month, or yearly on a specific date.

The SS Rep field defaults to the current user, but can be changed by clicking to open a Look Up Staffing Service Rep dialog and select a different staffing service rep for the Performed By field. This is the rep whose task list will display the next activity.

You can enter any special comments in the Notes field. Click the  icon to expand the field in a re-sizable dialog where you can enter and view all your text and use spell checking. Click here for more information about the re-sizable dialog and spell checking.

Finally, you can send the activity to your Exchange calendar by using the fields in the Exchange Integration area. See the Exchange Integration area explanation above for more details.

• Quick Employee Look Up

• Add Employee

• Delete Employee

• Basic Information