Core TSIs : Activity planner : Working with Activity planner : Creating activity definitions
Creating activity definitions
Activity definitions can be created in the following ways:
• Automatically, when an asset is created that is based on a Standard asset.
• Automatically, based on Standard activity scopes. (For more information, see Standard activity scopes for standard activity definitions and Creating scopes for standard activity definitions).
• Manually, by applying a Standard activity definition as a template.
• Manually, by creating an activity definition from scratch.
• Automatically, based on Business events and Decision rules.
When you create an activity definition, you can add planning details, costs, and checklist items. If applicable, you can also link a contract line. The activity definition remains Inactive at this stage. Once all details have been reviewed and finalized, you can link it to an active Plan and set its status to Active. Once activated, the system will allow you to generate orders associated with the activity definition.
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• When the data of properties, spaces or assets are updated, this has an impact on the linked activity definitions. Depending on the type of change, the activity definition is either updated or terminated, in which case a new activity definition is created with the new values.
• In the back-office (Orders and Activity planner TSIs), assessment definitions can be linked to either an order or to an activity definition. This makes it possible to schedule assessments for field engineers / inspectors in the form of orders / maintenance activities. The field staff will be prompted to perform the assessment via their app. In case of a questionnaire driven assessment, the Assessment definition reference field can also be used to create the actual assessment in an external mobile application. For more information, see Planning and performing (mobile) assessments via a work order, Planning and performing (mobile) assessments via a maintenance plan and Assessment definitions.
To manually create activity definitions:
Procedure
1. Go to Activity planner TSI > Activity definitions selection level.
2. On the action panel, click Add activity definition.
3. Enter the required information on the data panel.
For information on field descriptions, see Activity definition fields.
4. Click Save.
On the action panel, you have the Links section, from which you can link the following to the selected activity definition: