Applying a standard activity definition to a survey element
You can apply a ‘template’ to create a survey activity definition that is pre-populated with data.
Procedure
1. Go to Observations > Survey activity definitions.
2. On the action panel, click Apply standard activity definition.
3. In the Standard activity definitions dialog box, select the standard activity definition you want to apply.
4. The dialog box displays the following options:
◦ All: shows all standard activity definitions.
◦ Assets: only shows standard activity definitions that have a linked defect which is also linked to a survey element associated to an asset with that same defect.
◦ Observed defects: only shows standard activity definitions that have a linked defect which is also linked to a survey element via an observed defect.
5. In the Survey element dialog box, select the survey element for which you want to add a survey activity definition.
6. Click the relevant options if you want to copy additional costs, material costs and labor hours to the contract service plan.
7. Click OK.
A survey activity definition, based on a standard activity definition, is now added.
If relevant, you can add expected costs to the new survey activity definition, at Expected costs.