Adding planned activities (manually)

Core TSIs : Activity planner : Working with Activity planner : Adding planned activities (manually)

A planned activity is a scheduled (maintenance) task to be performed on an asset /building element / space or property. 'Planned' refers to the specific dates when the activity is scheduled to be carried out, as defined in the Planning details. The activities are automatically generated when you define planning details for an activity definition, but you can also create planned activities manually, as described in this procedure.

Procedure

1. Go to the Activity planner TSI > Activity overview selection level.

2. Click Planned activities.

3. On the action panel, click Add.

4. Enter the required information on the data panel.

For information on the field descriptions, seePlanned activities fields.

5. Click Save.

The planned activity is added. You can create an order per planned activity, but you can also cluster multiple planned activities and assign them to a single order. See Generating clustered orders for more information.