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Activity Types

Activity Types

Activity Types


Activity Types

Program #: 1672

Module:    System Administration

Overview

Use Activity Types (program #1672) to define activity types that affect other programs, such as Branch Profiles (program #1530) and Scheduling (program #563). To access this program, select Activity Types (program #1672) from the main menu of SBN.

The Activity Types Window

The Activity Types window contains one pane, which contains the Activity Type and Description columns. Activity Types also contains a sublevel with two tabs for activity details and translations.

The following graphic shows Activity Types as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Activity Types.

Field/Column

Description

Activity Type

A four-letter code for the particular activity type.

Description

A description of the activity type.

Activity

The current letter code for the activity type. This information may be changed.

Description

The current description of the activity type. This information may be changed.

Creating a New Activity Type

Use the following steps to change an activity type:

1.  In Activity Types, choose the New button.

2.  Enter the Activity Type letter code in the Activity field. This field can accept up to four characters.

Note: You cannot enter a letter code that has been saved within Activity Types.

3. Enter a description of the Activity Type within the Description field. This field can accept up to 60 characters.

4. Choose Save to save your changes or Exit to close without saving changes.

Changing an Activity Type

Use the following steps to change an activity type:

1.  In Activity Types, select the Activity Type you wish to change and choose the Change button.

2.  Enter the new Activity Type letter code in the Activity field. This field can accept up to four characters.

Note: You cannot enter a letter code that has been saved within Activity Types.

3. Enter a new description of the Activity Type within the Description field. This field can accept up to 60 characters.

4. Choose Save to save your changes or Exit to close without saving changes.

Zooming into the Sublevel of Activity Types

The Activity Types program contains a sublevel with two tabs for cataloguing:

  • Activity Types Details - in which you define drop-down menus for details on activity types.

  • Translations - in which you attach translations to the drop-down menus of activity types. The menus appear in the user's selected language.

Activity Types Details Tab

Use the Activity Types Details tab to define specific details for the activity type. The following graphic shows the Activity Types Details tab:.

Field/Column Descriptions

The following table describes the fields and columns used in the Activity Types Details tab.

Field/Column

Description

ID

The four-letter code describing the Activity Type detail.

Text

A more detailed description of the Activity Type detail

Problem

A dropdown menu containing a list of possible problems. This list is populated from Problem Codes (program #1522).

The Translations Tab

Use the Translations tab to attach translations to the drop-down menus of activity types. The following graphic shows the Translations tab.

Field/Column Descriptions

The following table describes the fields and columns used in the Service Regions tab.

Field/Column

Description

Language Code

The language code assigned to the translation.

Description

The text description of the language assigned to the translation.

Language

A dropdown menu containing the currently available language translations.

Description

A text field for including a description of the language. This field can accept up to 60 characters.

Defining a Language in the Translations Tab

Use the following steps to define a language for menu translation for an activity type:

1.  In the Translations tab, choose New.

2.  The Language drop-down menu opens. Select a language code: selections 12 through 17 are for previously reserved languages other than those on the default list.

3. Enter a text description of the language in the Description field. This field can accept up to 60 characters.

4. Choose Save to save your changes or Exit to close without saving changes.

Button Functions

The following table displays the buttons, and describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Get

ALT+F1

1672/ 1

Get record.

Change

F2

1672/ 2

Change selected record.

New

F3

1672/ 3

Create new record.

Delete

 SHIFT+F10

1672/ 4

Delete selected record.

Undelete

ALT+F10

1672/ 5

Restore deleted record.

Print

CTRL+F8

1672/ 6

Print selected records.

Copy

SHIFT+F3

1672/ 3

Copy the selected record's information for a new record.

Previous

F4

1672/ 1

Select last record.

Next

F5

1672/ 1

Select next record.

Zoom

F10

1672/ 10

Zoom into the sublevel.

Tear Away

F7

1672/ 10

View selected Activity Type and Translation in separate tabs.

Modifications and Updates to Activity Types

The following table lists modifications and updates to the Activity Types document.

Mod Number

Date

Description

 08.79.09470, 07.79.23063, 08.79.09453, 07.79.23028

04/03/14

Created document

n/a

08/14/14

Images updated.



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