Creating scopes for standard activity definitions

Core TSIs : Activity planner : Working with Activity library : Creating scopes for standard activity definitions

You can use standard activity scopes to automatically create activity definitions from standard activity definitions. Standard activity scopes are a set of conditions.

Procedure

1. Go to the Activity library TSI > Standard details selection level.

2. Click Standard activity scopes.

3. On the action panel, click Add.

To select the type of scope you require, choose either Add Asset scopes, Add Rentable Unit scopes, Add Property scopes, or Add Space scopes.

4. On the data panel, enter the Code, Standard activity definition and one or more of the condition fields on the data panel.

For information on field descriptions, see Standard activity scope fields.

To be able to save the standard activity scope record, you must enter a value in at least one of the condition fields. The condition fields are used to create a filter whose criteria are used to set the scope. For example, to set a scope for all Hitachi airco units older than 10 years, create an asset condition filter with the following criteria: Brand = Hitachi airco units and Age of asset is >120 (months).

5. Click Save.